OCC
We clear and settle trades for the options industry.
Chicago, IL
Hybrid

Director, Workforce Utilization and Technology Portfolio Management

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This position drives the Technology workforce strategy and optimizes the available resources with the organization’s demands.  Analyzes resource utilization; explores creative solutions to resource allocation; and upskill strategy for IT to align to the Technology roadmap.  Manages relationships, and acts as liaison between PMO, product teams, and other stakeholders from Intake to Delivery. Leads and directs the staff and activities of assigned portfolio(s). Partners with the IT Leadership team and IT Managers to bring forward key insights, to co-create solutions, and lead to improved data-driven decision making.

 

Primary Duties and Responsibilities:

  • Uses a holistic approach to ensure business needs are achieved by advocating for stakeholders and product teams. Ensures deliverables are in synch with stakeholder and portfolio goals.
  • Partners with business and IT leaders throughout their assigned portfolio(s) to understand business operations and needs, in order to provide thought leadership and support.
  • Reports to Executives as well as C-suite leaders on performance and metrics of key initiatives within the Technology portfolio(s).
  • Acts as a strong advocate for Technology when collaborating across Corporate Development and Project Management Office on the approach and coordination across the enterprise portfolio
  • Identifies, based on supply / demand, current and future work resource needs, including permanent headcount and contractors
  • Prepares and presents monthly portfolio reviews and ensures the product teams are aligned and prepared to represent variances and escalation needs.
  • Ensures that teams within their portfolio develop, manage, and maintain comprehensive, accurate plans and schedules and resourcing, as well as perform estimation, forecasting, planning, analysis, issue / risk / change management, and escalation management.
  • Ensures efforts continue to align with business case and benefits through delivery.
  • Identifies cost / benefit of IT portfolio to properly identify gaps in bottom line
  • Prepares, manages, and reports on budget and performance of financials for assigned portfolio(s) in partnership with Finance.
  • Creates, maintains, socializes, and enforces budget and forecasting processes. Improves overall delivery model through consistent feedback loop and Information sharing.
  • Owns the Technology process and tooling for workforce planning, demand management and portfolio management;
  • Provides subject matter expertise on best practices and stays up to date on trends and developments within Project Delivery, Agile, CI/CD, emerging technologies/tools
  • Establish forums that drive visibility across teams, address scope and priorities, and raise risks, issues or roadblocks. Facilitate cross team collaboration to mitigate coordination challenges.

 

 

May perform additional duties as assigned.

 

Skills, Knowledge & Abilities

  • Proficiency with Project Delivery tools including Project Server, MS Project, and Jira.
  • Strong ability to see how a diverse set of efforts can be successfully managed as a cohesive program.
  • Strong acumen for developing data visualizations and insights that drive action
  • Proven experience working in an environment with multiple large, complex portfolios across multiple functions. 
  • Proven experience successfully managing business and technical resources under an integrated project plan to ensure the alignment of resources.
  • Ability to exercise professional judgement and assume responsibility for decisions which have an impact on people, quality of service, and costs.
  • Excellent communication and interpersonal skills to work effectively with peers, clients, IT management, and subordinates in a cross functional team. Ability to present and contextualize information and data that can be consumed by senior leaders and C-Suite executives.
  • Proven experience managing and mentoring staff in a matrixed organization and providing performance feedback. Proven ability to lead and motivate others in accomplishing goals.
  • Excellent understanding of project financial management, including internally developed software capitalization.

 

Education & Experience

  • Bachelor’s or Master’s Degree in Computer Science, Information Technology, Business, or equivalent work experience.
  • Typically a minimum of ten years’ diverse experience in multiple areas of technology including project / program leadership and previous supervisory/management experience.
  • PMP and/or Agile certifications preferred but not required with related hands on delivery experience

 

 

Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.  

 

Step 2
You will receive an email notification to confirm that we've received your application.

 

Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. 

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What are OCC Perks + Benefits

OCC Benefits Overview

Educational Assistance and Student Debt Forgiveness, 12-week paid parental leave, BYOD program with technology stipend up to $2,000 every three years, $35 per month pay to offset costs of mobile data plans. Open offices, online health coaching.

Culture
Volunteer in local community
Each year, OCC employees select a locally-based charitable organization for each of our three offices (Chicago, Dallas and Washington, D.C.). We offer multiple opportunities to get involved.
Partners with nonprofits
OCC Partners with local organizations in Dallas, Chicago and DC to raise funds and support their missions. Employees select the charity and are eligible for up to 8 hours of paid time to volunteer.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
OCC provides employees with a flexible work schedule that includes Flexible start and end times.
Remote work program
2 days per week work from home program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
HSA or FSA accounts available for those enrolled in medical plans.
Life insurance
Wellness programs
Includes back-up child or elder care along with other wellness programs.
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
OCC provides employees with a 401(k) matching plan managed by Fidelity. We match 50% of contributions up to 12% of an employee's annual gross pay.
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
12-week paid parental leave
Vacation & Time Off Benefits
Generous PTO
OCC employees receive between 22 and 32 days per year of paid time off based on years of service.
Paid volunteer time
Sabbatical
Eligible employees get 30 days of paid sabbatical after their first 10 years of working at the company.
Paid holidays
Paid sick days
Office Perks
Commuter benefits
OCC Offers pre-tax commuter benefits for employees in Chicago and Washington, D.C.
Company-sponsored happy hours
Relocation assistance
OCC offers relocation assistance which varies based on the position level and location.
Home-office stipend for remote employees
Professional Development Benefits
Job training & conferences
OCC offers employees professional development opportunities including onsite training courses and the ability to attend job related certification courses, conferences and seminars.
Tuition reimbursement
Our tuition reimbursement plan offers an annual max of $10000.
Lunch and learns
OCC hosts leadership lunches on a regular basis so you can learn about your colleagues and their unique backgrounds.
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications
Employees are strongly encouraged to stay current in relevant technologies and supports certification programs.

Additional Perks + Benefits

We were recently recognized as one of LinkedIn's Top Company in Financial Services! Take a look at our blog post here: https://www.theocc.com/newsroom/press-releases/2022/06-23-linkedin-list…

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