Portfolio Planning Manager

# of Openings
Delivery Managers (DMR)
Position Type
Permanent Full-Time

Role Description

The Portfolio Manager is accountable for:

  • Planning, and reporting of all work demand such as customer and internal projects and portfolios.
  • Managing an optimised programme for the Brno Delivery function.
  • Liaison with of a range of key stakeholders from Brno and other FNZ facilities.
  • Developing professional portfolio and project management standards and ensuring these are implemented and maintained.
  • Creating a resource plan showing appropriately skilled resources distributed across all work demand.
  • Meeting portfolio and project performance targets and following compliance processes.
  • Effective supplier relationship management and partnership working where projects are delivered jointly or project delivery is outsourced.


  • Lead creation and implementation of IT portfolios for a minimum 12 month forward planning period ensuring delivery of agreed projects to maximum benefit.
  • Model professional project delivery performance and behaviors ensuring that IT Delivery team is the 1st choice resource for stakeholders sponsoring projects.
  • Actively propose and drive agreed new ways of working to meet changing business needs and deliver value for money.
  • Set realistic but challenging performance standards to help drive improved performance and continuous improvement.

Project Delivery

  • Ensure that entire project lifecycle delivery and portfolio management is carried out in accordance with agreed standards.
  • Ensure that IT projects delivered enable sponsors enable to realise agreed benefits.
  • Ensure appropriate governance is in place for all projects so that accountabilities and responsibilities are clear.
  • Work with the IT Delivery management team to introduce new processes and practices to develop and improve project delivery performance across all portfolios.

Team Performance

  • Ensure that staff appraisal, staff development and regular feedback to direct reports takes place and actions and any performance processes are followed through.
  • Agree learning and development requirements for team to maximise career development and improve performance.
  • Support creation of a wider high performance culture by helping set and managing KPIs for the team.
  • Be accountable for effective implementation of changes within the team.
  • Adhere to statutory obligations in decision making and management of resources (e.g. Working Time Directive).
  • Support creation a safe working environment for team.

Stakeholder/Supplier Management

  • Actively engage with stakeholders, ensuring appropriate governance is in place.  
  • Escalate issues and communicate in a timely way.
  • Understand and be attuned to the environment in which stakeholders and suppliers are operating.
  • Engage in formulating accurate resource requirements with stakeholders and suppliers early in the shaping/design phase of a project or assignment and ongoing.
  • Be adept and sensitive in interpretation and resolution of commercial and contractual issues.

Business Planning & Key Metrics

  • Work with the sponsor to ensure project delivery budgets and timescales are realistic.
  • Manage change in IT portfolio, project, programme direction, scope, benefits, costs, and timing while minimising financial risks and business impacts.
  • Ensure cost recovery targets are met on projects.
  • Accurately capture and manage IT portfolio, programme and project risks.

Building Professional Project Capability

  • Work with stakeholders to prioritise & schedule appropriate resources on projects by building awareness of the bigger picture and managing the demand pipeline, facilitating forward planning.
  • Maintain awareness of high level developments in IT and communications technology and use this knowledge to identify business opportunities and develop self and team.
  • Promote a professional project management culture and high quality project planning principles to ensure that projects are delivered to best industry practice.
  • Ensure resources are fit for purpose by developing and managing the performance of a diverse, multi-site team.
  • Identifies requirements and forward plans training to meet the changing needs of the organisation
  • Responsible for setting and measuring the professional governance within portfolio.
  • Influencing the resource allocation to project assignments to ensure project success in order to enhance brand reputation.
  • Helps set strategic priorities within financial / technology strategy constraints.

Experience Required

Knowledge & Experience

  • Significant experience and strong delivery record in enterprise IT technology portfolio and project management and associated resource management.
  • Experience of managing and developing diverse project enterprise technology project management teams with different skills sets and levels of experience.
  • Proven practical experience and qualification in an accepted project management methodology.
  • Significant experience of delivering projects in partnership with third party suppliers.
  • Good knowledge of enterprise IT industry technology trends and comfortable with technical detail/concepts.
  • Excellent communication skills (written, spoken and presentation), ability to grasp technical briefs quickly, draw out information from technically focused resources and translate technical to business as needed.
  • Well organised and self-disciplined and motivated.
  • Commercially astute.
  • Experience of enterprise IT portfolio and project/programme delivery.


  • High quality education – degree qualified.
  • Prince II or equivalent accreditation to Practitioner level or equivalent.
  • Desirable – ITIL foundation
  • Agile - experience desirable
  • Desirable – Managing Successful Programmes to Practitioner level.

About FNZ

FNZ is a global financial technology and asset servicing provider which powers the wealth management, administration and custodian platforms for some of the world's leading financial institutions. These customers include life insurers, retail and private banks, asset and wealth managers and financial adviser groups based across the UK, Europe, Asia, Australia and New Zealand.


We believe that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.


We develop long-term partnerships with our customers to enable them to get to market quickly with a market-leading digital proposition, transform their customer service offering and grow assets under management across multiple distribution channels.


Our customers include AMP, ANZ, Aviva, AXA Wealth, Bank of New Zealand, Fideuram Vita, HSBC, Mercer, National Australia Bank, HSBC, Santander, Santander Asset Management, Standard Life, UBS and Zurich.  In all we partner with 42 institutional customers worldwide. 


FNZ employs over 1,000 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Shanghai, Hong Kong, Singapore, Sydney, Melbourne and Wellington.


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