Portfolio Manager

Program/Project Management Opportunity in Financial Services

EPMO Portfolio Manager

Location(s):      20 E Thomas Road, Phoenix, AZ  85012

**This position is open to remote applicants


Advisor Group’s Enterprise Program Management Office (EPMO), comprised of Program and Project Managers and Project Coordinators, is looking for a Portfolio Manager to join the team. Reporting to the EPMO Senior Vice President, the Portfolio Manager will play a vital role in portfolio reporting, development and adherence of standards and overall improvements across the department. This role will work closely with the SVP on oversight over multiple portfolios, including managing resource allocation, timelines, dependences and linkages across the initiatives.

Why Advisor Group?

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events
  • New, professional, and collaborative working environment where parking is provided


  • Responsible for portfolio-level reporting within the EPMO team, inclusive of all programs and projects across the enterprise. Work product to include roll-up reporting, highlighting of key risks and decisions, overall project health, upcoming critical communications and key interactions between the programs and projects.
  • Roll-up of all portfolio financials for all programs and projects, to include highlighting of major variances to budget, key risk areas and future funding needs.
  • Responsible for EPMO standards for reporting and tracking the programs and projects across the EPMO, inclusive of refreshing current standards and development new standards with the goal of driving consistency and adherence to the standards within the team. Standards may include templates, definitions, best practices and educational materials.
  • Conducting EPMO standards audits across the portfolio to ensure adherence to established standards, working to correct issues, provide education and awareness, and drive accountability.
  • Maintenance of EPMO intranet site which includes key information for internal stakeholders on programs and projects within the portfolio.
  • Manage timelines, linkages and dependencies across the projects and programs in the portfolio, and resolve or escalate conflicts.
  • Assist the SVP in development of presentation materials for Executive Leaders.
  • Serve as additional support to projects needing attention to assess and help identify plans to move projects from yellow/red to green.
  • Manage portfolio coordinator.
  • As capacity permits, will serve as Project Manager for assigned projects.
  • All other duties as assigned

Education Requirements:

  • Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Basic Requirements:

  • 5+ years’ experience as a project manager in a multi-disciplinary environment
  • High level of expertise with Microsoft Office (including MS Project, Teams)
  • Excellent communication, facilitation and organizational skills
  • Team player with demonstrated ability to proactively identify issues and to influence key project decisions to achieve desired outcomes
  • Ability to interact with all levels of the organization in both technical and business areas successfully
  • Solid organizational skills including attention to detail and multitasking skills

Preferred Requirements:

  • PMP Certification
  • Scrum Master
  • Proven experience with process reengineering or business transformation
  • Work experience in the financial services sector

Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.