Strategic Portfolio Lead Insurance

Area(s) of interest:
Project management and agile methodology, Wealth management
Location(s):
Montreal
A career within National Bank Insurance as a Strategic Portfolio Lead is an opportunity to play a key role in coordinating the sector's strategic initiatives. You will provide an enterprise-wide view of the portfolio, foster alignment across teams around business priorities, and help clarify risks, dependencies, and decision points. You will work closely with initiative owners, project managers, operational teams, and the sector's portfolio management team to ensure consistent, structured execution aligned with business objectives.
Your role
Lead the cross-functional orchestration of the Insurance strategic portfolio, including priorities, status updates, risks, dependencies, and key issues.
Prepare and present clear executive-level status reports for senior leadership, highlighting priorities, required decisions, risks, and business challenges.
Anticipate cross-functional issues, recommend actions to prioritize, and support decision-making in an environment where multiple initiatives are progressing simultaneously.
Facilitate governance meetings, support prioritization and arbitration discussions, and consolidate the information required by leadership.
Coach and support initiative owners in structuring priorities, action plans, dependencies, and governance requirements while promoting the adoption of best practices, common frameworks, and reference templates.
Act as a liaison with the Corporate Portfolio team, Project Management, and key stakeholders to ensure alignment and consistency of follow-ups.
Facilitate alignment among teams, initiatives, and business priorities.
Your teamThe Insurance sector is made up of specialists who collaborate in a proactive and people-centered way to help protect our clients at all times.
Your team oversees the strategic portfolio, business processes, and business capacity management for the Insurance sector. This mandate supports the organization’s business strategy, including product management, client experience, net growth, and transformation objectives, particularly in digital distribution. It is also grounded in data-driven decision-making, a deep understanding of client needs, and close collaboration with the financing and credit card value chains.
We offer a wide range of ongoing learning opportunities to support your development, including practical training, courses, and collaboration with colleagues who bring diverse expertise and backgrounds. We are committed to building an inclusive workplace where every employee is valued. National Bank stands out through its many initiatives promoting inclusion, making it a Canadian leader in diversity
Requirements
Bachelor’s degree in a related field and 8 years of relevant experience in project portfolio management, governance, strategic initiative oversight, or project management.
Strong understanding of the insurance industry and its key business drivers.
Proven ability to synthesize complex information, prepare executive-level reporting, and communicate insights effectively to senior stakeholders.
Strong influencing, coaching, and stakeholder management skills, with the ability to guide teams through complex initiatives, cross-functional dependencies, and governance processes.
Proficiency with collaboration, tracking, and presentation tools, including SharePoint, JIRA, Confluence, PowerPoint, Excel, and Power BI, as well as the ability to continuously improve portfolio management practices and tools.
Previous experience as a Product Owner or in a product-led transformation environment is considered a strong asset.
LanguagesFrench
SkillsPress space or enter keys to toggle section visibility
Coaching Insurance Project Management Project Portfolio Management Stakeholder Management Strategic Communications Strategic Planning Teamwork Management Discussion and Analysis Resiliency Team Alignment Scrum Professional Product Owner Decision-making Tools Data Synthesis
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
Health and wellness program, including many options
Employee Share Ownership Plan
Employee and family assistance program
Preferential banking services
Involvement in community initiatives
Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Why work at National Bank?For an environment that supports your career pathThere are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environmentWe foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
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