Company Intro:

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.


Job Summary:

The Project Portfolio Manager with EdgeCo Holdings, reports to the Director of the Project Management Office, and is responsible for managing the various EdgeCo Portfolios (Wealth Management, Trust & Custody, Recordkeeping, Information Technology, and Corporate Services) in order to optimize investments and ensure the portfolios are aligned with organizational strategic goals.

To meet portfolio targets and deliver investment benefits, the Project Portfolio Manager will lead monthly prioritization and portfolio alignment meetings with the portfolio governing bodies, gather new project requests and a high-level status of projects in progress to prepare for presenting to the governing bodies. Additionally, the Project Portfolio Manager will communicate project prioritization decisions—with justification—to stakeholders, sponsors, and the development team, and also communicate progress, changes, and impact on portfolio components. The Project Portfolio Manager will measure and monitor portfolio value performance metrics such as ROI, and assess, report, and escalate critical risks and issues to the portfolio governing body.



Facilitate meetings with the portfolio governing bodies pertaining to selection, prioritization, balancing, and termination of portfolio components to ensure alignment with strategic goals and organizational priorities.
Review the portfolio in order to recommend reallocation and reprioritization and optimize the portfolio to ensure ongoing alignment with evolving organizational goals, opportunities, and threats.
Communicate with stakeholders on progress, changes, and impact on portfolio components.
Measure and monitor portfolio value performance metrics such as ROI.
Assess, report, and escalate critical risks and issues to the portfolio governing body.
Gather new project requests and prepare and deliver presentations to the portfolio governing body.
Ensure completed initiatives meet stated objectives and close per project close procedures.
Collaborate with Portfolio Owner and Steering Committee to prepare annual portfolio budget.
Facilitate board level reporting as necessary.
Communicate cross portfolio initiatives impacting another portfolio to appropriate stakeholders.
Engage with IT leadership, contractors, vendors, business, and operations staff to ensure projects within portfolio have current status.



BS/BA degree in Business, Finance, Management or related field.
5+ years serving as a Project Manager on mid-to-large complex projects.
3+ years of experience managing a Product Portfolio or served within a Project Management Office with a mature Portfolio Management process.
Strong leadership and decision-making skills.
Strong verbal, written communication, and interpersonal skills in facilitation.
Ability to foster an atmosphere of proactive stakeholder engagement.
Effective at mitigating issues, resolving conflict, and managing agreement.
Very strong analytical and problem-solving skills.
Ability to multi-task, prioritize, and work efficiently while preserving accuracy and attention to detail.
Energetic self-starter, with the ability to work independently.



Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.