Portfolio Design and Insights Manager

NFU Mutual; Stratford-upon-Avon; Hybrid; GBP 76,000 - 90,000; Full time

Job summary

A leading insurance company is seeking a Portfolio Design & Insights Manager in Stratford-upon-Avon. This high-impact role involves shaping the Strategic Change Roadmap and managing the Enterprise Change Portfolio. The ideal candidate will possess strong strategic planning and leadership skills, driving impactful business transformations. The position offers a hybrid working model and a competitive salary of up to £90,000.

Benefits

Annual bonus up to 25%

Contributory pension scheme, up to 20%

28 days annual leave + bank holidays

Private medical insurance

Monthly gym membership contribution

Life Assurance cover of 4 x salary

Employee discounts on insurance policies

Qualifications

• Experience in strategic portfolio design and governance.
• Strong background in data-led decision making.
• Ability to communicate effectively with diverse audiences.

Responsibilities

• Own the design and governance of the Enterprise Change Portfolio.
• Lead business case development and appraisal processes.
• Deliver high-quality portfolio reporting and insight.

Skills

Leadership

Strategic planning

Data-driven decision making

Business partnering

Stakeholder engagement

Education

Management of Portfolios Practitioner qualification

Management of Value

Change Management

Job description

• Strategically shape NFU Mutual’s Enterprise Change Portfolio

• Lead impactful business partnering and data-driven decision making

• Hybrid working model with flexibility to work from home and our Stratford-upon-Avon office.

At NFU Mutual, Change is where strategy becomes reality. Our mission in Change is to deliver business outcomes for NFU Mutual and our members. More than just delivering projects, we make a real difference. Guided by values that put the portfolio first and champion collaboration, we work as one team with direct access to senior leaders and the trust of the executive. With spend on our multi-million-pound portfolio higher than it’s ever been, we can confidentially deliver outcomes for our award-winning business. From large-scale transformation to fast-paced initiatives, we bring the end-to-end expertise, from building the strategic change roadmap through to supporting the business until change is fully embedded.

Being a great place to work is at the heart of our company strategy. We invest in our people, supporting them to build their skills and develop their careers. If you want to shape meaningful transformation while growing your own future, now is the time to join us.

Are you ready to influence the strategic direction of enterprise change at NFU Mutual? As our Portfolio Design & Insights Manager, you’ll play a pivotal role in shaping and optimising our Strategic Change Roadmap. This is a high-impact leadership role that blends portfolio design, governance, and business partnering to ensure our change initiatives deliver maximum value. You’ll be at the heart of how we prioritise, assess, and sequence change across the organisation, empowering NFU Mutual to deliver on its strategic ambitions.

About the Role

In this key leadership position, you’ll own the design and governance of NFU Mutual’s Enterprise Change Portfolio. Working closely with Group Strategy and Group Finance, you’ll ensure initiatives are strategically prioritised, financially robust, and sequenced for optimal delivery.

You’ll lead the development of business cases, oversee resource and demand planning, and manage the governance framework that underpins effective decision making.

Your remit includes delivering a proactive business partnering service—providing consultancy and insights that help stakeholders shape their local change roadmaps. You’ll also lead the creation of centralised reporting and data visualisation, enabling data-led decisions across governance committees and the wider Group Change leadership team.

Key responsibilities

• Defining and managing the Strategic Change Roadmap in collaboration with senior stakeholders
• Leading initial business case development and appraisal processes
• Overseeing resource capacity and supplier availability planning
• Delivering high-quality portfolio reporting and insight
• Managing the Group Change budget and headcount
• Providing strategic advice and consultancy through business partnering
• Leading and developing a high-performing team to deliver portfolio outcomes

This is a role that combines strategic thinking, operational excellence, and stakeholder engagement to drive meaningful change across NFU Mutual.

About You

You’re a strategic thinker with a passion for portfolio design and business partnering. With a strong background in enterprise change, you bring a blend of technical expertise and leadership capability. You’re confident working with senior stakeholders, interpreting complex data, and guiding teams to deliver impactful outcomes.

Your experience includes:

• Leading strategic portfolio design and governance
• Building strong partnerships with Strategy and Finance functions
• Managing resource, budget, and demand planning
• Delivering data-led decision making and reporting
• Leading and motivating multi-functional teams
• Communicating effectively with diverse audiences
• Driving stakeholder engagement and customer-focused outcomes

You’ll also bring:

• A Management of Portfolios Practitioner qualification (Essential)
• Management of Value (Desirable)
• Better Business Case (Desirable)
• Change Management (Desirable)
• SAFe Lean Portfolio Management (Desirable)

Your ability to energise others, set direction, and execute successfully will be key to your success in this role.

At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.

We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.

We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.

Benefits & Rewards

• Up to £90,000
• Annual bonus (up to 25% of salary)
• Contributory pension scheme, up to 20%, including your 8% contribution
• 28 days annual leave + bank holidays + buy/sell/save holiday trading scheme*
• A Family Friendly policy that helps you balance your work and family responsibilities
• Private medical insurance + options to add family members
• Access to savings at High Street brands, travel and supermarkets
• £20 contribution to a monthly gym membership – subject to T&Cs
• Health and wellbeing plan - cashback for dentist, opticians, physio and more
• Employee Volunteering - volunteer in the community for one day each year
• Unlimited access to Refer a Friend £500 bonus scheme
• Life Assurance cover of 4 x salary
• Employee discounts of 15% on a range of NFU Mutual insurance policies.