Director, Portfolio Management

Role Summary

The Director, Portfolio Management serves as a principal portfolio advisor responsible for leading integrated portfolio planning, demand flow, roadmap transparency, capacity visibility, and prioritization support within an assigned business technology domain.

Essential Duties And Responsibilities

• Lead and maintain the integrated domain portfolio plan, including committed initiatives, emerging demand, roadmap sequencing, delivery milestones, dependencies, capacity assumptions, deferred work, risks, and decision rationale.

• Translate strategic business and technology objectives into short-term executable portfolio priorities, sequencing recommendations, and roadmap plans for the assigned domain.

• Serve as a principal advisor to domain technology leadership, business owners, enterprise portfolio partners, and governance forums on portfolio health, prioritization tradeoffs, delivery risk, capacity constraints, and execution feasibility.

• Partner with technology domain leadership and business owners to ensure the domain roadmap is executable, transparent, and aligned to enterprise priorities.

• Shape and continuously improve portfolio planning, demand management, roadmap transparency, prioritization, and governance practices within the assigned domain.

• Maintain roadmap transparency so stakeholders understand sequencing, timing, dependencies, and the impact of portfolio changes.

• Lead the process for domain intake and demand management in partnership with business owners and technology domain leadership.

• Ensure incoming demand is clearly defined, connected to business priorities, sized appropriately, assessed for delivery and operational readiness, and evaluated against capacity, value, dependencies, technical constraints, and enterprise priorities.

• Develop prioritization recommendations that consider business value, strategic alignment, customer and agent impact, operational impact, regulatory needs, delivery risk, technical complexity, supplier constraints, and cross-domain dependencies.

• Own the integrated domain portfolio plan, connecting domain demand, roadmap priorities, committed initiatives, delivery milestones, dependencies, capacity assumptions, deferred work, reprioritization impacts, and decision rationale.

• Provide visibility into work in progress, deferred work, risks, constraints, dependencies, and tradeoffs required when priorities shift.

• Identify the consequences of new or urgent work, including what must move, pause, be descoped, be resequenced, or be escalated.

• Prepare clear options and tradeoff views that show value, timing, capacity impact, delivery risk, dependency impact, operational impact, and deferred-work implications.

• Maintain transparency into portfolio health, value realization progress, delivery confidence, capacity utilization, and emerging risks.

• Provide domain-level direction and portfolio context to Project Managers assigned to the domain through a dotted-line alignment for roadmap sequencing, dependency visibility, planning assumptions, capacity impacts, and portfolio reporting.

• Coordinate with peer Portfolio Management leaders and enterprise portfolio partners to identify cross-domain dependencies, shared capacity needs, sequencing conflicts, and enterprise impacts.

• Maintain visibility into how domain decisions affect other technology domains, enterprise capacity, supplier capacity, and business operations.

• Support enterprise prioritization conversations by providing domain-specific facts, constraints, capacity data, value assumptions, and tradeoff implications.

• Ensure emerging work, capacity constraints, and dependency risks are visible before they become execution issues.

• Communicate portfolio changes clearly and consistently across affected stakeholders.

• Partner with business owners, technology domain leadership, and delivery teams to connect roadmap items to intended business value, operational impact, adoption measures, and success indicators.

• Track whether delivered capabilities are producing the intended impact and surface where benefits, adoption, or operational improvements are not materializing.

• Identify work that is consuming capacity without clear value, measurable impact, or alignment to domain and enterprise priorities.

• Use portfolio insights, delivery data, and value indicators to continuously improve demand shaping, sequencing, investment focus, and execution confidence.

• Lead structured reassessment when new demand emerges, urgent business needs arise, operational issues disrupt planned work, delivery risks materialize, supplier performance creates risk, or capacity assumptions change.

• Prepare clear options and tradeoff views that show value, timing, capacity impact, delivery risk, dependency impact, operational impact, and deferred-work implications.

• Guide senior stakeholder discussions on reprioritization decisions, tradeoffs, deferred work, assumptions, and impacts.

• All other duties as assigned.

Minimum Qualifications

• Bachelor’s degree or equivalent related work experience.
• 14 or more years of related experience in portfolio management, program management, product-oriented delivery, business strategy, value stream leadership, enterprise transformation, business analysis, or technology-enabled business change within complex environments.
• Strong Life and Annuity industry experience with demonstrated expertise in the assigned domain.
• Proven ability to translate business and technology strategy into executable portfolio plans, roadmap priorities, sequencing options, prioritization recommendations, and measurable capability improvements.
• Demonstrated experience leading complex portfolio planning across business, technology, delivery, operational, supplier, and enterprise stakeholder groups.
• Strong experience with intake management, demand shaping, roadmap sequencing, capacity planning, prioritization analysis, tradeoff structuring, dependency management, dynamic reprioritization, and value realization tracking.
• Proven ability to serve as a trusted advisor to senior business and technology leaders by clarifying tradeoffs, surfacing execution constraints, and creating alignment in complex, highly matrixed environments.
• Demonstrated ability to influence portfolio practices, governance conversations, roadmap decisions, and prioritization outcomes across departments or business technology domains.
• Strong analytical capability with the ability to synthesize portfolio data, capacity information, delivery health, dependency impacts, and value indicators into clear executive-ready recommendations.
• Strong systems-thinking capability with the ability to balance domain priorities with enterprise alignment, customer and advisor impact, operational sustainability, and execution feasibility.
• Strong communication, facilitation, and stakeholder management skills with the ability to reduce ambiguity, create transparency, and maintain confidence across senior business and technology stakeholders.

Preferred Qualifications

• Advanced degree in business, technology, operations, or a related field.
• Experience supporting technology-enabled transformation within a complex financial services or insurance environment.
• Experience advising senior leaders in portfolio governance, prioritization, enterprise planning, or strategic execution forums.
• Domain-specific Life and Annuity experience, such as New Business, Underwriting, Distribution, Finance, Actuarial, Financial Controls, In-Force, Service, policy administration, claims, or customer operations.
• Experience shaping portfolio management practices, governance routines, roadmap planning discipline, or value realization frameworks.
• Experience providing dotted-line direction, portfolio context, or planning guidance to Project Managers, delivery teams, or cross-functional execution partners.