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Portfolio Solutions Project Manager

Role overview

Qualifications

  • Experience managing or coordinating projects within a complex, multi-stakeholder environment
  • Strong project planning and organisational skills with the ability to manage multiple priorities simultaneously
  • Experience maintaining governance documentation including risks, issues, actions and decision logs
  • Good working knowledge of Microsoft 365 tools

Responsibilities

  • Managing projects from initial scope through to implementation and post-launch review
  • Developing and maintaining detailed project plans, milestones and delivery schedules
  • Coordinating activity across business teams, insurers and central functions
  • Producing concise and accurate project updates for leadership and governance forums

Key facts

Hard skills

Other skills

  • Organizational Skills
  • Communication
  • Problem Solving
  • Time Management
  • Teamwork

About the company

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Everywhen

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Company details

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Job description

We're looking for an experienced Portfolio Solutions Project Manager to join our Markets & Placement team. This is an exciting opportunity to play a key role in delivering strategic portfolio initiatives that support growth, enhance client propositions and strengthen insurer partnerships across Everywhen.

Working closely with senior stakeholders, insurers and cross-functional teams, you'll take ownership of the planning, coordination and delivery of key projects, ensuring initiatives are implemented effectively and achieve their intended outcomes.

What You'll Be Doing

As Portfolio Solutions Project Manager, you'll lead and coordinate a range of projects including facility developments, panel renewals, proposition enhancements and strategic change initiatives.

Key responsibilities include:

  • Managing projects from initial scope through to implementation and post-launch review.

  • Developing and maintaining detailed project plans, milestones and delivery schedules.

  • Coordinating activity across business teams, insurers and central functions.

  • Supporting tender and renewal exercises, ensuring timelines, governance and implementation activities remain on track.

  • Facilitating project meetings and working groups, driving clear actions, decisions and accountability.

  • Monitoring risks, issues and dependencies, escalating where necessary.

  • Producing concise and accurate project updates for leadership and governance forums.

  • Coordinating implementation readiness, including communications, training and stakeholder engagement.

  • Supporting continuous improvement of project management standards, tools and ways of working.

What We're Looking For

We're interested in candidates who can demonstrate:

  • Experience managing or coordinating projects within a complex, multi-stakeholder environment.

  • Strong project planning and organisational skills with the ability to manage multiple priorities simultaneously.

  • Experience maintaining governance documentation including risks, issues, actions and decision logs.

  • Confidence engaging and influencing stakeholders at all levels of an organisation.

  • Strong verbal and written communication skills.

  • A proactive and solutions-focused approach to problem solving.

  • Experience supporting business change and implementation activity.

  • Good working knowledge of Microsoft 365 tools.

Desirable Experience

  • Insurance or financial services experience.

  • Exposure to proposition development, portfolio management, facility placement or broker operations.

  • Understanding of regulated business environments and governance requirements.

  • Experience working within a network, regional or multi-site business model.

What Success Looks Like

You'll be someone who brings structure to complex initiatives, keeps stakeholders aligned and ensures projects move from concept to successful delivery. You'll be comfortable working across multiple teams, balancing competing priorities and maintaining focus on achieving positive business and customer outcomes.

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and high-performing culture.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. 

Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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