Director, Business Office Planning (Hybrid)

CMFG Life Insurance Company; Madison (WI); Presencial; USD 150.000 - 190.000; Jornada completa

Descripción de la vacante

TruStage in Madison, WI, seeks a Director, Business Office Planning to lead portfolio planning, governance, and delivery oversight across the Business Office. You will shape a 12-18 month roadmap, align priorities with segment strategy, and partner with strategy, finance, and technology leaders to drive investment decisions.

You will mentor a team of planning leads and analysts, foster data-driven decision making, and ensure transparent reporting of progress, risks, and outcomes to enable

Formación

• Experience leading cross-functional portfolio planning and governance.
• Ability to translate strategy into executable roadmaps and priorities.
• Proven track record of collaborating with strategy, finance and technology leaders.
• Strong analytical skills and data-driven decision making.

Responsabilidades

• Facilitate business office planning forums to align on priorities, dependencies, and resource allocation with segment leadership.
• Establish, maintain and continuously improve business office planning governance frameworks to ensure strategic alignment, prioritization, and effective execution of portfolio investments.
• Collaborate with key stakeholders (e.g., strategy, finance, technology) to align portfolio decisions with strategic objectives and outcomes.
• Partner with Portfolio Lead to ensure governance standards are consistently applied across portfolio initiatives, including initiative readiness, quality assurance, dependency management, and execution monitoring.
• Drive transparency and accountability for portfolio decisions, delivery commitments, and execution outcomes.
• Business Office Portfolio Roadmap: Oversee the development and maintenance of the 12-18 month delivery roadmap, providing a clear view of priorities, milestones, dependencies, sequencing, and resource needs.
• Lead annual, quarterly, and ongoing portfolio planning processes that translate segment strategy into executable priorities; represent the Business Office at enterprise technology intake and sequencing meetings to ingest this work.
• Provide recommendations on portfolio investments, funding decisions, and resource allocation to optimize business outcomes.
• Monitor portfolio demand and capacity to ensure alignment between planned initiatives and available resources.
• Drive execution planning discipline across portfolio initiatives to improve predictability and delivery success
• Monitor portfolio health, delivery progress, risks and execution challenges across the business office portfolio.
• Facilitate the escalation and resolution of portfolio issues and cross functional dependencies.
• Provide insights and recommendations to the business office leadership team, enabling proactive decision-making.
• Develop and maintain portfolio performance reporting, roadmap dashboards, funding analytics, and governance reporting to support Business Office decision-making.
• Deliver accurate, timely, and actionable insights on portfolio health, resource utilization, roadmap progress, and investment performance.
• Establish reporting standards that enable consistent portfolio visibility and informed prioritization decisions.
• Lead, mentor, and develop Business Office portfolio management leads, Portfolio Planning Consultants, and Portfolio and Process Analysts.
• Provide strategic leadership for portfolio planning, roadmap management, governance, prioritization and business performance reporting.
• Live into and role model TruStage leadership expectations.
• Foster a culture of collaboration, accountability, data-driven decision making and execution excellence.
• Conduct regular performance reviews and provide coaching and feedback to team.
• Identify training needs and opportunities for team members, providing support and encouragement for continued growth and professional development.
• Business Office Delivery Roadmap: A 12-18-month view of initiatives, milestones, dependencies, resource requirements, and sequencing.
• Portfolio Prioritization and Investment Recom

Conocimientos

Portfolio planning

Governance leadership

Strategic alignment

Resource prioritization

Stakeholder collaboration

Descripción del empleo

At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

The Director, Business Office Planning is a leadership role within the Business Office, accountable for driving effective operation of Business Office planning, prioritization and governance. This position ensures strategic alignment, prioritization, and resource optimization, and delivery transparency across the business office to support achievement of business segment financial targets and objectives.

The Director leads a team responsible for portfolio planning, roadmap management, governance, and investment decision support. The role oversees the development and maintenance of the business office 12-18-month delivery roadmap, facilitates portfolio prioritization and planning processes, and provides data-driven recommendations regarding funding decisions, resource tradeoffs, initiative readiness, and portfolio performance. The Director collaborates closely with segment leaders, strategy, finance, and technology leaders, to ensure successful execution of business priorities.

Job Responsibilities:

Business Office Planning & Governance Leadership:

• Facilitate business office planning forums to align on priorities, dependencies, and resource allocation with segment leadership.
• Establish, maintain and continuously improve business ofifce planning governance frameworks to ensure strategic alignment, prioritization, and effective execution of portfolio investments.
• Collaborate with key stakeholders (e.g., strategy, finance, technology) to align portfolio decisions with strategic objectives and outcomes.
• Partner with Portfolio Lead to ensure governance standards are consistently applied across portfolio initiatives, including initiative readiness, quality assurance, dependency management, and execution monitoring.
• Drive transparency and accountability for portfolio decisions, delivery commitments, and execution outcomes.

Portfolio Planning & Prioritization:

• Business Office Portfolio Roadmap: Oversee the development and maintenance of the 12-18 month delivery roadmap, providing a clear view of priorities, milestones, dependencies, sequencing, and resource needs.
• Lead annual, quarterly, and ongoing portfolio planning processes that translate segment strategy into executable priorities; represent the Business Office at enterprise technology intake and sequencing meetings to ingest this work.
• Provide recommendations on portfolio investments, funding decisions, and resource allocation to optimize business outcomes.
• Monitor portfolio demand and capacity to ensure alignment between planned initiatives and available resources.
• Drive execution planning discipline across portfolio initiatives to improve predictability and delivery success

Portfolio Performance and Delivery Oversight:

• Monitor portfolio health, delivery progress, risks and execution challenges across the business office portfolio.
• Facilitate the escalation and resolution of portfolio issues and cross functional dependencies.
• Provide insights and recommendations to the business office leadership team, enabling proactive decision-making.

Performance Monitoring and Reporting:

• Develop and maintain portfolio performance reporting, roadmap dashboards, funding analytics, and governance reporting to support Business Office decision-making.
• Deliver accurate, timely, and actionable insights on portfolio health, resource utilization, roadmap progress, and investment performance.
• Establish reporting standards that enable consistent portfolio visibility and informed prioritization decisions.

Team Leadership and Accountability:

• Lead, mentor, and develop Business Office portfolio management leads, Portfolio Planning Consultants, and Portfolio and Process Analysts.
• Provide strategic leadership for portfolio planning, roadmap management, governance, prioritization and business performance reporting.
• Live into and role model TruStage leadership expectations.
• Foster a culture of collaboration, accountability, data-driven decision making and execution excellence.
• Conduct regular performance reviews and provide coaching and feedback to team.
• Identify training needs and opportunities for team members, providing support and encouragement for continued growth and professional development.

Key Outputs:

• Business Office Delivery Roadmap: A 12-18-month view of initiatives, milestones, dependencies, resource requirements, and sequencing.
• Portfolio Prioritization and Investment Recom