Capital Markets Portfolio Manager

Job description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $214,000.00 and $255,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description We are seeking a highly experienced, execution-oriented Project Management Executive Director to lead strategic program and portfolio delivery across the Markets Technology organization. This role is accountable for driving the successful execution of a complex book of work spanning Front Office, Middle Office, Back Office, Risk, Finance, Regulatory, Data, Infrastructure, and Enterprise Technology initiatives supporting the Markets business globally. The Executive Director will oversee a portfolio of transformation programs, regulatory initiatives, technology modernization efforts, and business-driven change programs. This individual will be responsible for ensuring delivery excellence through strong governance, financial discipline, stakeholder management, and execution oversight across multiple concurrent initiatives and workstreams. The ideal candidate brings extensive experience leading large-scale technology portfolios within capital markets, operating effectively across global organizations, and delivering measurable business outcomes through disciplined program management and execution. Role Objectives Portfolio Leadership & Delivery Execution • Own end-to-end delivery governance across the Markets Technology portfolio, ensuring alignment to business priorities, target architecture, regulatory commitments, and strategic objectives. • Establish and maintain an integrated portfolio roadmap covering initiatives, dependencies, milestones, resource requirements, and business outcomes. • Drive delivery against scope, schedule, budget, quality, and value realization targets. • Ensure risks, issues, assumptions, and dependencies are proactively identified, managed, and escalated. • Create transparency into portfolio health, capacity, delivery performance, and financials. Planning, Governance & Financial Oversight • Establish and lead robust governance forums, including executive steering committees, portfolio review boards, and operating reviews. • Drive financial management and accountability across the Markets Technology portfolio, including: • Budget vs. actuals vs. forecast • RTB vs. CTB investment tracking • Forecasting, burn rate, and run rate management • Estimate-at-Completion (EAC) tracking • Vendor and contractor financial oversight • Benefits realization and value tracking • Develop executive-level reporting and dashboards to support decision-making and prioritization. Portfolio Management & Prioritization • Partner with Technology and Business leadership to prioritize demand against available capacity. • Drive portfolio planning, quarterly reviews, and investment decision-making processes. • Ensure portfolio resources are aligned to strategic priorities and regulatory commitments. • Maintain visibility into cross-program dependencies, resource constraints, and delivery risks. • Implement and continuously improve portfolio management best practices, methodologies, and tooling. Business & Stakeholder Engagement • Act as a trusted partner to Markets business leaders, Technology executives, and global stakeholders. • Translate strategic business objectives into executable delivery plans. • Build strong relationships across Front Office, Operations, Risk, Finance, Compliance, and Technology organizations. • Drive alignment, transparency, and communication at all levels of the organization. • Prepare and present executive materials, portfolio status updates, and strategic recommendations to senior leadership. Global Delivery & Team Leadership • Lead geographically distributed teams across the US, EMEA, APAC, and India. • Drive consistency in execution, governance standards, reporting, and delivery practices across regions. • Foster accountability within a highly matrixed environment spanning multiple technology and business organizations. • Manage relationships with external vendors, consulting partners, and strategic service providers. Operational Excellence & Transformation • Drive continuous improvement in delivery practices, governance frameworks, and operational processes. • Champion Agile, Lean, and modern product delivery methodologies where appropriate. • Support technology modernization initiatives, cloud migrations, platform rationalization, and operational efficiency programs. • Ensure solutions align with target operating model objectives, regulatory expectations, resiliency requirements, and control frameworks. Qualifications and Skills • 15+ years of experience leading large-scale technology programs, portfolios, or PMO organizations within financial services. • Deep understanding of capital markets and investment banking technology environments. • Proven experience managing complex portfolios across Front Office, Middle Office, Back Office, Risk, Finance, Regulatory, and Data domains. • Strong portfolio governance, financial management, budgeting, forecasting, and investment management experience. • Demonstrated success delivering enterprise-scale transformation initiatives. • Experience managing globally distributed teams and complex stakeholder environments. • Strong executive presence with the ability to communicate effectively with senior management and executive leadership. • Outstanding organizational, analytical, problem-solving, and decision-making capabilities. Preferred Qualifications • Expertise with Agile, Scrum, Kanban, SAFe, or hybrid delivery methodologies. • Experience implementing portfolio management, capacity planning, and investment governance frameworks. • Working knowledge of Jira, Portfolio Management tools, and executive reporting platforms. • Experience managing technology modernization, cloud migration, data transformation, or platform replacement initiatives. • PMP, PgMP, PMI-ACP, SAFe, or equivalent certification preferred. ________________________________________ What Success Looks Like • Transparent, well-governed Markets Technology portfolio with clear ownership and accountability. • Predictable delivery performance with improved execution against strategic commitments. • No material surprises related to scope, timeline, budget, or resource capacity. • Executive leadership has clear visibility into portfolio health, risks, investments, and delivery outcomes. • Effective prioritization of technology investments aligned to business objectives. • Strong financial governance and accurate forecasting across the portfolio. • Measurable improvements in delivery efficiency, operational effectiveness, controls, resiliency, and business value realization. • Successful execution of strategic transformation, modernization, and regulatory initiatives across Markets Technology. Additional Requirements SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at .