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SMBC Group · 3 days ago

Agile Portfolio Manager

Charlotte, NC

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

SMBC Group is a top-tier global financial group offering a diverse range of financial services. The Agile Portfolio Manager will oversee the delivery of complex technology initiatives within the Capital Markets domain, ensuring alignment between business strategy and technology execution.

AdviceBankingFinancial Services

H1B Sponsor Likely

Responsibilities

Oversee the planning, execution, and delivery of a portfolio of technology initiatives aligned with strategic business objectives

Manage prioritization, resource allocation, and risk mitigation across multiple programs and projects

Provide transparency into portfolio health through metrics, dashboards, and executive reporting

Serve as the Release Train Engineer (RTE) for one or more Agile Release Trains (ARTs), facilitating PI Planning, Scrum of Scrums, and Inspect & Adapt workshops

Ensure consistent application of SAFe principles and agile best practices across teams

Coordinate dependencies, resolve impediments, and drive continuous improvement across the ART

Act as a liaison between technology teams, business stakeholders, and executive leadership

Facilitate communication and alignment across diverse teams and geographies

Champion agile transformation and change management initiatives

Ensure adherence to enterprise governance standards, regulatory requirements, and financial controls

Support audit and compliance activities related to portfolio delivery

Lead, mentor and develop a team of new Scrum Masters and Product Managers supporting Middle Back Office technology

Foster a collaborative, inclusive and high-performance culture that aligns with organizational goals

Qualification

Capital MarketsAgile Program ManagementRelease Train EngineeringSAFe principlesPortfolio management toolsStakeholder managementContinuous improvementCommunication skillsFacilitation skillsTeam leadership

Required

Bachelor's degree in Computer Science, Finance, Business Administration, or related field

SAFe Release Train Engineer (RTE) certification strongly preferred

PMP or equivalent project management certification is a plus

Minimum 8+ years of experience in project/program management within financial services

5+ years of experience in Capital Markets, with strong understanding of trading, risk, and regulatory environments

3+ years of experience as a Release Train Engineer or Agile Program Manager in a scaled agile environment

Proven experience managing complex portfolios in large financial enterprises

Strong understanding of Agile, SAFe, and Lean Portfolio Management principles

Strong understanding of Software Development Life Cycle (SDLC) and the role DevOps plays in maturing and accelerating delivery

Excellent communication, facilitation, and stakeholder management skills

Proficiency in portfolio management tools (e.g., Jira Align, Rally, Clarity, MS Project)

Ability to navigate ambiguity and drive clarity in fast-paced environments

Preferred

Strategic thinker with a delivery mindset

Collaborative leader who fosters team empowerment and accountability

Passion for innovation and continuous improvement

Familiarity with Product Operating Model

Benefits

Hybrid workforce model

Reasonable accommodations during candidacy for applicants with disabilities

Company

SMBC Group

Glassdoor3.5

SMBC Group is a top-tier global financial group.

Founded in 1590

New York, New York, USA

10001+ employees

https://www.smbcgroup.com/americas

H1B Sponsorship

SMBC Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (160)

2024 (87)

2023 (73)

2022 (44)

2021 (29)

2020 (26)