Finance Change Portfolio Manager

JobsCloseBy Editorial Insights

Tal is seeking a Finance Change Portfolio Manager in Sydney to provide governance of finance change across business and finance programs, delivering a view and partnering with Finance, Technology, Risk and PMO to align strategy, capacity and regulatory requirements. You will own portfolio planning, governance and decision support, lead the Finance Change Forum and develop a maturity model for change capability. Requirements include 5+ years in life insurance project or portfolio management, experience with Agile, Waterfall or Hybrid, and strong stakeholder influence; proficiency in MS Project and JIRA. To apply, tailor your CV to show governance outcomes and risk management; external applicants apply via the posting, TAL employees use the SmartRecruiters button in Workday; TAL is an inclusive employer valuing diversity and collaboration.

Company Description

• Join us in shaping the future of the insurance industry, driven by innovation and a 150-year legacy of protecting people 
• Work with experienced and skilled colleagues who support and inspire one another to achieve collective success
• Take advantage of access to resources, industry-leading training, and mentoring to accelerate your professional development and expertise. 

Welcome to TAL. As a leading life insurer, we’ve been protecting Australians for over 150 years. Backed by Daiichi Life, we're driven by big ambitions and empower to create better products and services. 

Together with our Partners, we’re helping millions of Australians live a life filled with choices, options, and freedoms. See the direct impact you make delivering support and financial security with care and expertise. Grow beyond expectations with diverse roles, global connections, and exclusive learning opportunities. 

Work with passionate, bright and capable colleagues. Feel inspired by supportive leaders. Collaborate with heart, where flexibility, wellbeing and inclusivity is valued. Together, we're reimagining insurance. 

So, bring a curious mind and an ambition to help us become the progressive, digitally enabled leading insurer. 

Job Description

The Finance Change Portfolio Manager provides enterprise-wide oversight of all change initiatives impacting Finance, offering a single, authoritative view across business-led, finance-led, and enterprise programs and projects. Partnering closely with Finance leaders, project managers, Technology, Risk, and the Enterprise PMO, this role ensures Finance change initiatives are aligned to strategic priorities, organisational capacity, and regulatory requirements.

Operating at the highest level of Finance change governance, the role is responsible for portfolio planning, prioritisation, governance, orchestration, and executive decision support. This is not a project delivery nor traditional change management role.

In this role you will:

• Define and maintain the Finance change portfolio structure, ensuring it reflects business priorities and strategic objectives, including reporting methodology (reporting lines, frequency etc).
• Support investment and prioritisation decisions by evaluating proposed initiatives impacting the Finance business unit.
• Lead portfolio level assurance activities, supporting transparency, risk visibility and confidence in decision making.
• Own and operate the Finance Change Forum, including governance standards, agenda management, reporting, action tracking and follow up.
• Create a comprehensive maturity model for the organisation's change capability.

Qualifications

• 5+ years of strong experience in project/program/portfolio management in relation to life insurance industry
• Demonstrated understanding of various project methodologies (Agile, Waterfall, Hybrid), project/program lifecycles, dependencies and organisational capacity planning
• Proven ability to operate at a portfolio or enterprise governance level, working confidently with General Managers and Executive stakeholders
• Ability to understand organisational strategy and assess how individual initiatives contribute to long-term objectives, including knowing when to say no
• Familiar with the software development lifecycle and the usage of project management software such as MS Project and JIRA)
• Strong capability to interpret data, business cases, risk profiles and performance metrics to inform recommendations
• Proven ability to engage, influence and communicate effectively with senior stakeholders across Finance and Enterprise

Additional Information

TAL is one of Australia’s leading life insurers, committed to inclusion, and supporting the career growth of our diverse workforce. We’re proud to be:  

• An Inclusive Employer – Recognised as Employer of Choice for Gender Equality by the Workplace Gender Equality Agency from 2014 to 2025 and 2023 to 2026 Bronze Tier Status within the Australian Workplace Equality Index  
• Diversity Champions – Member of Diversity Council Australia, Australian Disability Network, Pride in Diversity and Champions of Change  
• Reconciliation Advocates – Read our Innovate Reconciliation Action Plan. 
• We welcome applications from people with diverse experiences, perspectives and backgrounds including Aboriginal and Torres Strait Islander people, caregivers, individuals with disability/ies, people from culturally diverse backgrounds and the LGBTQ+ community.  
• Need adjustments during the recruitment process? Let our team know by getting in touch with us here.—we’re here to support you. 

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems.   

As part of the recruitment process, there are several checks which may be conducted to demonstrate your eligibility for a role at TAL including Criminal History, Bankruptcy, Entitlement to Work, Regulatory and Reference Checks.  

#LI-Hybrid  

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.

If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.