PORTFOLIO MANAGER - VOLUNTARY SAVINGS & RETIREMENT PROGRAMS
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Key skills for this role
About the Role
Duncan & Ross seeks a senior Portfolio Manager for a major Saudi social insurance organization. The role leads delivery of voluntary savings and retirement programs, managing interdependencies and providing executive governance.
Key Skills for This Role
Responsibilities
- Manage end to end delivery of a portfolio of voluntary savings programs
- Identify and manage dependencies, sequencing issues, and shared enablers across the portfolio
- Provide executive level portfolio reporting linking delivery progress to strategic benefits
- Coordinate across product design, digital enablement, legal, compliance, and other teams
- Support design and operationalisation of savings products
- Manage multi party ecosystem partnerships with financial institutions and government entities
- Use data and analytics to monitor product uptake and engagement
- Prepare steering committee materials and board level updates
Requirements
- Minimum 10 years of relevant professional experience, with 5+ years in project/program/portfolio management within financial services
- Experience managing launch of financial products from concept to scale
- Strong understanding of voluntary savings and retirement products
- Proficiency in English required
- PMP certification
- PgMP certification
Full Job Posting
Role Overview
- Senior portfolio management role within a major Saudi social insurance organisation.
- Lead delivery of voluntary savings and retirement programs including defined contribution schemes, home downpayment savings, children's savings, expat savings, retirement planning, and financial literacy initiatives.
- Manage interdependent programs as a single integrated portfolio with executive level governance.
Key Responsibilities
- Manage end to end delivery of a portfolio of voluntary savings programs from concept to launch.
- Identify and actively manage dependencies, sequencing issues, and shared enablers.
- Provide executive level portfolio reporting linking delivery progress to strategic benefits.
- Coordinate across product design, operating model, digital enablement, legal, compliance, partnerships, finance, marketing, and customer service teams.
- Support design and operationalisation of savings products across account opening, enrolment, contribution collection, fund allocation, member servicing, withdrawals, and reporting.
- Manage multi party ecosystem partnerships with financial institutions, asset managers, banks, fintechs, employers, and government entities.
- Coordinate business requirements with digital, CRM, data, and channel teams.
- Use data and analytics to monitor product uptake, contribution behaviour, and engagement.
- Prepare high quality steering committee materials, option papers, trade off analyses, and Board level updates.
Essential Skills & Experience
- Minimum 10 years of relevant professional experience, with 5+ years in project, program or portfolio management within financial services, savings, pension, wealth management, or comparable environment.
- Demonstrated experience managing launch of financial products from concept to pilot and scale.
- Strong understanding of voluntary savings and retirement products including defined contribution schemes, member contribution structures, fund options, investment choices, withdrawal rules, lock in periods, incentives, and customer value propositions.
- Working knowledge of investment product structures, asset allocation, risk profiles, fund performance reporting, and member facing investment communication.
- Experience coordinating savings product operating models across internal teams and external partners.
- Proven capability in executive advisory and decision support.
- Strong planning, risk management, dependency tracking, and delivery monitoring skills.
- Experience working with regulatory and compliance frameworks relevant to savings, pension, investment, insurance, or financial services products.
- Proficiency in English is required.
- PMP (Project Management Professional)
- PgMP (Program Management Professional)
Desirable Skills & Experience
- Experience within social insurance, pension, or public sector financial services organisations.
- Background in banks, wealth management, asset management, insurance, or fintech companies focused on savings, investment, or pension products.
- Experience leading or coordinating change management initiatives in large scale transformation programmes.
- Familiarity with segment specific savings product design including expat savings, children's savings, home downpayment savings, and financial literacy programmes.
- Experience working on public sector transformation programmes with a financial services or citizen services dimension.
- Arabic language proficiency.
- PgMP (Program Management Professional)
- Prior experience in the Kingdom of Saudi Arabia or the broader GCC region.
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