Job Description

Alderson Loop is looking for a Product Owner to own an investment firm’s Planview platform and related portfolio management capabilities. This role is responsible for setting the product vision, roadmap, and adoption strategy to support enterprise planning, investment governance, resource management, business case development, and strategic execution.

The role applies deep knowledge of portfolio management practices, enterprise planning processes, and technology platforms to define business requirements, prioritize enhancements, and maximize the value delivered through Planview. This individual ensures Planview capabilities align with business objectives and strategic priorities while maintaining a scalable, effective, and well-governed platform.

Working closely with senior leaders, business stakeholders, technology teams, and vendors, this role evolves portfolio management capabilities, strengthens governance, improves decision-making, and increases transparency into investment and execution outcomes. The role also drives adoption of standardized planning and reporting practices and communicates roadmap progress, adoption trends, performance metrics, and business value to executive stakeholders.

Responsibilities

Product Vision and Strategy:

• Develop and maintain the long-term vision, strategy, and roadmap for Planview and related portfolio management capabilities.
• Define strategic priorities, enhancement opportunities, and adoption plans aligned to organizational goals.
• Evaluate industry trends and best practices in portfolio management, resource management, and strategic planning.
• Balance business priorities, technical sustainability, and user experience in roadmap decisions.

Platform Ownership and Governance:

• Serve as the business owner for Planview capabilities, configuration, and governance.
• Establish standards for portfolio management processes, data quality, reporting, and platform usage.
• Ensure alignment across planning, prioritization, funding, execution, and value realization practices.
• Oversee governance for enhancement requests, release management, and platform changes.

Product Management and Delivery:

• Own and prioritize the product backlog for Planview enhancements and capabilities.
• Define business requirements, user stories, and acceptance criteria.
• Partner with technology teams and vendors to deliver platform enhancements and new capabilities.
• Support release planning, testing, training, communications, and change management.

Stakeholder Leadership and Partnership:

• Lead cross-functional collaboration across business, technology, finance, governance, and portfolio management teams.
• Influence senior stakeholders and build alignment on roadmap priorities and strategic initiatives.
• Partner with enterprise planning, finance, governance, and strategy teams to drive consistent processes and reporting.
• Communicate platform strategy, funding needs, risks, opportunities, and progress to executive sponsors.

Data, Reporting, and Business Value:

• Oversee reporting, dashboards, and analytics supported through Planview.
• Ensure data integrity across portfolio, resource, project, and financial information.
• Define and track metrics to measure platform adoption, data quality, operational effectiveness, and business value.
• Deliver insights that improve portfolio visibility, investment decision-making, resource planning, and strategic alignment.
• Identify and drive continuous improvement opportunities that enhance planning effectiveness and business outcomes.

Qualifications

Required

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 10+ years of experience in product management, portfolio management, program management, strategy execution, business management, or related fields, including substantial experience serving as a Product Owner with end-to-end accountability.
• Demonstrated ability to own the full product lifecycle, including strategy, roadmap development, backlog prioritization, delivery, adoption, and ongoing operations.
• Experience working within or supporting a PMO, transformation office, or change management function.
• Experience with portfolio management, resource management, financial planning, or strategic planning processes.
• Hands-on experience working as a Product Owner within an Agile delivery team, including writing user stories and acceptance criteria, prioritizing backlogs, and partnering with engineers throughout sprint execution.
• Working understanding of both Agile and waterfall delivery approaches.

Preferred

• Experience serving as a Product Owner, Product Manager, or Platform Owner for Planview or a related product. Prior Planview experience is an advantage, but strong Product Owner expertise and collaborative working style take priority.
• Experience with enterprise portfolio management (PPM) and strategic planning disciplines.
• Financial services industry experience

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