Data & AI Portfolio Lead — Cross-Functional Delivery

HeartShare Wellness LTD; New York (NY); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(B) retirement plans with employer

Health, dental, vision and life insur

Employee Assistance Program (EAP)

Tuition Assistance Program

Gympass Discount

Verizon Wireless Discount

BJs Membership discount

Job summary

Heartshare Wellness LTD is seeking a Senior Manager, Data and AI Portfolio to lead the coordinated execution of data, analytics, AI, and automation initiatives within the Data & Innovation program. You will maintain integrated plans, track dependencies, and provide actionable insights for leadership decisions in a dynamic, professional office environment.

The role requires a Bachelor’s degree in a related field and at least five years of progressive portfolio management experience, with strong

Qualifications

• Bachelor’s degree or equivalent in a related field.
• 5+ years of progressive experience in project, program, or portfolio management.
• Experience managing multiple complex, cross-functional initiatives.
• Strong written, verbal, facilitation, and executive communication skills.
• Proficiency with project management tools (Planner, Jira, Asana) and related software.
• Understanding of data/analytics/AI initiatives in nonprofit or regulated environments.

Responsibilities

• Maintain an integrated portfolio of data, analytics, AI, automation, and technology initiatives across the organization.
• Translate strategic priorities into actionable projects with milestones and owners.
• Establish intake, scoping, prioritization, and review processes for new data/innovation requests.
• Develop and maintain project plans using Agile or hybrid methodologies.
• Monitor progress, risks, dependencies, and decisions to ensure timely delivery.
• Coordinate cross-functional efforts among Data & Innovation, IT, Compliance, Finance, program teams, and vendors.
• Prepare concise portfolio updates, executive briefings, and decision summaries for leadership.
• Establish repeatable standards for project documentation, reporting, and closeout.

Skills

Portfolio management

Executive communication

Cross-functional leadership

Agile delivery

Education

Bachelor's degree in project management, business administration, information systems, data analytics

Tools

Microsoft Planner

Jira

Asana

Job description

Heartshare Wellness LTD is seeking a Senior Manager, Data and AI Portfolio to lead the coordinated execution of data, analytics, AI, and automation initiatives within the Data & Innovation program. You will maintain integrated plans, track dependencies, and provide actionable insights for leadership decisions in a dynamic, professional office environment.

The role requires a Bachelor’s degree in a related field and at least five years of progressive portfolio management experience, with strong