Portfolio Demand and Planning Lead

Yorkshire Building Society; Leeds; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Holiday 25 days + Bank Holidays

Bonus up to 15% of eligible pay

Pension up to 11%

Healthcare benefits

My Benefits portal

Job summary

Yorkshire Building Society is seeking a Portfolio Demand & Planning Lead to shape how change is planned, prioritised and delivered across a Delivery Squad. You will own the 15‑month roadmap, run planning cycles, and model scenarios to guide leadership decisions and improve delivery transparency.

The role emphasizes strategic thinking, governance, and collaboration in a flexible environment with autonomous decision-making and opportunities to advance enterprise planning maturity.

Qualifications

• Strong experience in portfolio, programme or complex delivery planning, including dependency management, sequencing and roadmap development.
• Proven ability to perform scenario modelling and support leadership decision-making.
• Excellent stakeholder management and communication skills with data visualisation experience.

Responsibilities

• Own and maintain a high‑quality 15‑month Delivery Squad roadmap with milestones and dependencies.
• Lead planning cycles, scenario modelling and decision support to reveal trade-offs and capacity impacts.
• Embed planning standards and proactively manage dependencies, risks and constraints across initiatives.

Skills

Portfolio planning

Delivery planning

Scenario modelling

Stakeholder management

Roadmap development

Dependency management

Job description

Portfolio Demand & Planning Lead

Join us as a Portfolio Demand & Planning Lead and play a pivotal role in shaping how change is planned, prioritised and delivered across a major Delivery Squad. This is an opportunity to combine strategic thinking, scenario modelling and stakeholder influence to drive better outcomes, while helping to establish planning as a recognised professional discipline within Change Delivery. Working in a flexible, collaborative environment, you'll have the autonomy to influence decision-making, improve delivery confidence and contribute to the evolution of enterprise-wide planning practices.

About the role

As a Portfolio Demand & Planning Lead, you will lead planning activities for an assigned Delivery Squad, ensuring plans, roadmaps and priorities are aligned to deliver maximum value and transparency.

• Own and maintain a high-quality 15month Delivery Squad roadmap, providing clear visibility of milestones, outcomes, dependencies and future demand.

• Lead planning cycles, scenario modelling and decision support, helping leaders understand delivery trade-offs, sequencing options and capacity impacts.

• Drive planning excellence by embedding standards, challenging plans constructively and proactively managing dependencies, risks and constraints across initiatives.

About you

We're looking for an experienced planning professional who can translate complexity into clear insight, influence stakeholders at all levels and drive better decision-making through effective planning practices.

• Strong experience in portfolio, programme or complex delivery planning, including dependency management, sequencing and roadmap development.

• Proven ability to perform scenario modelling, generate planning insights and support leadership decision-making within a governed change environment.

• Excellent stakeholder management and communication skills, with experience embedding planning standards, influencing without authority and using planning tools and data visualisation to improve outcomes.

About us

At YBS we don’t have shareholders, we have members. We care about people and that includes you. So here, you’ll be respected for who you are, you’ll be able to bring your whole self to work, and you’ll have everything you need to build a long and rewarding career.

Flexibility. We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime to discuss this during the recruitment process.

Development. We want you to feel challenged here. Whatever your ambitions, we’re committed to helping you develop your skills and move ahead in your career journey. From day one, we’ll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.

Inclusivity. We’re passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you’ll go the extra mile to help our members, you’ll fit right in and feel you belong here.

About our Benefits

We offer lots of fantastic rewards that you can make the most of in and out of work, including:

• Holiday. You’ll get 25 days plus Bank Holidays, as well as the option to buy up to a further 5 days.

• Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals were all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).

• Pension. We know how important it is to save towards the future, that’s why we’ll contribute up 11% into your YBS pension.

• Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.

• My Benefits. When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts.

Want more information?

If you have any questions about this role, please contact Tazafia Mahmood on [e-mail]