Technology Program Director, ePMO

The Technology Program Director, ePMO is responsible for delivering key strategic investment projects while enhancing and supporting the Project Management Office (PMO) portfolio. This role will lead the technology workstreams across the portfolio to ensure successful execution of projects that drive significant financial impact and align with organizational goals. The role will coordinate the technology workstreams across the ePMO portfolio to ensure that IT enablement of enterprise strategic initiatives is delivered in a cost- and time-efficient way. – To be clear, this role does not replace or duplicate Delivery Manager responsibilities.

The Director reports to the Head, Program Management Office, and will be based in the US, in approved jurisdictions, with periodic travel to the CFA Institute offices in Charlottesville. The postholder will be eligible for flexible working options.

In this role, your responsibilities will include:

Technology delivery and workstream management:

• Managing technology workstreams across a portfolio of strategic initiatives

• Working closely with delivery managers, architects, developers, engineers, product management and across the PMO to ensure that projects’ technical requirements are scoped, budgeted, and monitored across the portfolio

• Establishing interdependencies and common requirements across the portfolio and identifying critical paths to deliver projects on time and within scope

Project planning and management

• Creating and maintaining comprehensive project plans for projects’ scope, schedule, budget and resources; identifying and planning for interdependencies within and between projects

• Leading monthly/weekly/daily meetings and maintaining RAID log

Stakeholder management:

• Working closely with stakeholders in IT, finance, operations and executive leadership sponsors to ensure the project achieves the desired outcomes within an agreed timeframe

• Establishing effective relationships with the project’s key stakeholders and especially with initiative owners is critical

Project governance:

• Defining/reinforcing program governance and controls

• Documenting and communicating program governance

• Establishing escalation paths and triggers

Budget management:

• Establishing/maintaining the project budget, tracking and updating costs, and managing the project’s finances effectively

Risk management:

• Working with the ERM lead and Initiative Owners, identifying and managing project risks, and developing mitigation strategies to keep the project on track

Resource management:

• Managing and allocating project resources, including team members, vendors, and contractors

Performance and progress monitoring:

• Responsible for preparing weekly program status report, weekly FinTech report, ensuring weekly workstream reports are generated, and for completing the monthly program dashboard

Change management:

• Identifying training and communication requirements for new applications and platforms

The skills & experience required for this role include:

• Bachelor’s degree in computer science or commensurate education and experience preferred

• Project management qualification such as PMP or equivalent

• 12+ years of experience managing large-scale technology projects with a global scope and international teams

• Expertise in developing and implementing IT strategies that align with enterprise objectives

• Proven mastery of project management methodologies and tools, with the ability to apply various approaches and methodologies as appropriate

• Significant (8+ years) experience in complex program and portfolio management, product development, and IT infrastructure necessary

• Significant experience in delivering projects with a high degree of technical complexity, ideally in a digital product environment, with demonstrated success in managing complex stakeholder environments

• Proficiency/experience in Jira, Confluence, MS Project, Agile/Scrum/Waterfall necessary; and NetSuite, SAP, AWS, Azure, Salesforce, Salesforce Marketing Cloud, and BigCommerce ideal

• Strong communication and influencing skills to engage effectively with diverse stakeholders.

• Pragmatic and disciplined approach to project oversight, ensuring structure and rigor without losing agility

• Demonstrated ability to work independently and confidently make informed, data-driven decisions

• Capable of continual adaptation to variable situations, ensuring the ePMO can respond effectively to evolving business challenges and priorities

• Translates organizational policies into actionable processes and project activities, ensuring compliance and alignment with strategic objectives

• Strong financial acumen related to project budgeting and impact management

• Demonstrated global outlook and experience operating in international business contexts

Travel:

• Travel up to 10% of the time to CFA Institute offices, including limited international meetings, and to attend external events

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $170,000-$190,000 per year. All salary ranges are subject to adjustment based on experience, education, location and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) plan, and a comprehensive medical benefits package.

About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness, education, and support programs

If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

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