Digital Portfolio Planning & Intake Manager
Co-operators
Toronto, ON, CA
5d ago

Position Overview

Number of Positions : 1

Language : This role operates in English.

Work Model : Hybrid

Additional Information :

The work location for this role is flexible to Burlington, Mississauga, Toronto, and Guelph.

We are driving a transformation in the insurance industry, one that leverages our cooperative values and builds a digital enterprise that stands out in an increasingly crowded digital world.

Our Digital & Advisor Technology team uses the same state-of-the-art technology, development practices and processes as leaders in the market and helps you grow your career by supporting you with a culture that makes it easier to get things done.

The best part is that you will work with people that care passionately about you, our clients, our company and our higher social purpose.

As the Portfolio Planning & Intake Manager you will report directly to the VP, Digital & Advisor Technology with a dotted line into the Digital & Marketing organization.

You will be responsible for establishing our intake and demand reporting processes along with running the intake and stakeholder management functions.

This exciting and highly dynamic role will expose you to a broad spectrum of strategic initiatives, businesses, and leaders as you manage the portfolio of new work for the Advisor and Digital solutions teams.

What you’re responsible for :

Defining and optimizing the intake processes for all stakeholders, including establishing standard templates and KPIs.

Facilitating and managing the intake process for all new projects including ideation, consulting, high-level requirements, solutioning, cost estimation, feasibility, and scheduling.

Managing the flow of all new work that has not yet been committed for delivery, including interdependencies, fiscal year planning and intake tracking.

Collaborating with stakeholders, including participating in ideation, gathering high-level scope, presenting assessment output, managing expectations, and acting as the conduit to the enterprise program and transformation offices.

Devising and managing reporting of new work and demand forecasting.

To be successful :

You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.

You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.

You have strong communication skills to clearly convey messages and explore diverse points of view.

You build trusting relationships and provide guidance to support the development of colleagues.

To join our team :

You have five years of experience as a Business Analyst or Portfolio Manager.

You have a post-secondary degree in a related field.

You balance process efficiency with customer-centricity using your deep business analysis skills, portfolio management experience, and empathy.

You are an effective consultant and people-person who enjoys building new relationships and advising senior leaders.

You are comfortable juggling competing demands and get things done through strong facilitation and time management skills.

  • You have an exceptional track record of project delivery and love collaborating on interesting work and having fun.
  • What to expect :

    You will travel occasionally.

    You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

    What we offer :

    Training and development opportunities to grow your career with one of Canada’s Best Employers.

    Flexible work options and paid time off to support your personal and family needs.

    A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.

    Paid volunteer days to give back to your community.

    A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.

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