Data-Driven Delivery Assurance & Value Realisation

• Value & Outcome Measurement: Translate programme delivery metrics into quantifiable business outcomes, including operational efficiency gains, accelerated time-to-market, risk reduction, client onboarding improvements, cost avoidance and revenue enablement.
• Executive Management Information (MI): Develop and present executive-level governance reporting, Steering Committee packs, Programme Board updates and client-facing status reports, distilling complex delivery data into actionable insights and strategic decision points.
• Predictive Portfolio Analytics: Leverage Jira and enterprise reporting tools to analyse sprint velocity, throughput, dependency management and delivery trends, proactively identifying risks, bottlenecks and slippage against critical milestones.
• Benefits Tracking & Realisation: Establish and maintain frameworks to track programme benefits, financial performance and strategic outcomes against approved business cases and investment objectives.
• Data Quality & Transparency: Drive a culture of evidence-based delivery management through the use of consistent, high-quality project data and reporting standards across all workstreams.

Programme Governance, Risk & Controls

• PMO Framework Leadership: Define, implement and continuously enhance PMO standards, governance frameworks, delivery methodologies and stage-gate controls across global strategic transformation initiatives.
• Portfolio Governance: Ensure adherence to enterprise project governance requirements, regulatory obligations and internal control standards across complex, cross-functional programmes.
• Risk, Action, Issue & Dependency (RAID) Management: Maintain robust programme-level oversight of risks, issues, assumptions and dependencies, validating reported status against Jira, financial and operational datasets to ensure reporting accuracy.
• Financial Governance & Control: Support programme budgeting, forecasting, investment tracking and financial performance management, identifying variances and recommending corrective actions where required.
• Delivery Assurance: Provide independent challenge and assurance across programme workstreams, ensuring adherence to agreed scope, timelines, quality standards and governance controls.
• Go-Live & Operational Readiness: Lead readiness assessments and transition planning activities to ensure successful implementation and seamless handover into Business-as-Usual (BAU) operations.
• Audit & Regulatory Readiness: Support internal audit, risk and compliance reviews by maintaining complete governance artefacts, controls evidence and programme documentation.

Jira & Portfolio Management Leadership

• Enterprise Jira Management: Champion Jira as the primary project and portfolio management platform, ensuring consistent utilisation for planning, dependency management, milestone tracking, risk management and executive reporting.
• Portfolio Reporting & Dashboard Development: Design and maintain advanced Jira dashboards and management information reporting to provide real-time visibility into programme health, delivery performance and resource utilisation.
• Data Integrity & Governance: Establish governance standards for Jira and Confluence usage, driving accuracy, completeness and reliability of programme data across global delivery teams.
• Workflow Optimisation: Develop and continuously improve Jira workflows, reporting hierarchies and delivery metrics to enhance transparency, accountability and decision-making.
• Systems Integration: Collaborate with Technology and PMO teams to integrate Jira with enterprise portfolio management and financial management tools where applicable.

Stakeholder & Client Management

• Executive Stakeholder Engagement: Serve as a trusted advisor to senior leadership, programme sponsors and business executives, providing insight-driven recommendations and escalation management.
• Cross-Functional Leadership: Partner closely with Alpha Data Services (ADS), Product, Technology, Operations, Client Onboarding, Risk, Compliance and external vendors to ensure alignment and successful execution of programme objectives.
• Client-Facing Governance: Represent the PMO function in client governance forums, programme reviews and steering committees, demonstrating delivery progress, mitigation strategies and business value.
• Constructive Challenge & Escalation: Provide effective oversight and challenge where programme metrics, delivery performance or control indicators are inconsistent with reported status, escalating material risks in a timely manner.
• Change & Communication Management: Develop clear communication strategies to support organisational change, stakeholder adoption and programme transparency.

Key Performance Indicators (KPIs)

Delivery Excellence

• Schedule adherence and milestone achievement.
• Reduction in programme delivery variance.
• Percentage of critical milestones delivered on time.
• Predictability of sprint and release delivery.

Governance & Controls

• RAID closure rates and issue resolution effectiveness.
• Compliance with PMO governance standards and stage-gate requirements.
• Audit and regulatory findings remediation performance.
• Programme reporting accuracy and timeliness.

Financial Management

• Budget adherence and forecasting accuracy.
• Cost avoidance and efficiency savings realised.
• Benefits realisation against approved business cases.
• Resource utilisation and capacity optimisation.

Data & Reporting

• Jira data quality and reporting completeness.
• Dashboard adoption and stakeholder satisfaction.
• Timeliness and accuracy of executive management information.
• Delivery forecasting accuracy.

Qualifications & Experience

Experience

• 10+ years' experience within Financial Services, Asset Management, Asset Servicing, Custody, Wealth Management or Capital Markets environments.
• Extensive experience leading PMO functions supporting large-scale strategic transformation, client onboarding, operating model change and technology-enabled programmes.
• Demonstrated success delivering complex global initiatives involving multiple stakeholders, business functions and third-party providers.
• Strong understanding of front-to-back investment operations, middle office services, investment data management and regulatory change programmes.

Technical & Platform Competencies

• Advanced expertise in Jira, Confluence and Agile delivery frameworks, including dashboard creation, portfolio reporting, dependency management and executive-level management information.
• Experience with enterprise portfolio management platforms such as Clarity PPM, Planview or similar.
• Proficiency in financial forecasting, budget management and benefits tracking methodologies.
• Understanding of Agile, Waterfall and hybrid delivery methodologies.

Leadership & Professional Skills

• Exceptional executive communication and presentation skills, with proven ability to influence stakeholders at Managing Director + levels.
• Strong leadership presence with the ability to provide constructive challenge, drive accountability and influence decision-making across matrixed organisations.
• Excellent relationship management skills with experience engaging institutional clients and senior regulatory stakeholders.
• Highly analytical, commercially aware and capable of translating complex delivery data into strategic business insights.
• Demonstrated ability to operate effectively in a fast-paced, highly regulated global financial services environment

About State Street

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