Director, Portfolio Planning & Governance

TruStage; Madison (WI); Hybrid; USD 129,000 - 239,000; Full time

Job summary

TruStage in Madison, WI seeks a Director, Business Office Planning to lead portfolio planning, governance, and delivery across the Business Office. You’ll align priorities with segment leaders and translate strategy into a practical 12–18 month roadmap that informs funding, resource decisions and execution plans.

You’ll develop a high-performing team, establish reporting standards, monitor portfolio health and risks, and partner with strategy, finance and technology to drive data-driven

Qualifications

• Bachelor's degree in Business Administration, Management, or a related field.
• 12+ years in strategic planning or portfolio management.
• Experience leading cross-functional teams and governance frameworks.
• Strong ability to connect strategy with executable roadmaps.
• Proficiency with portfolio data, reporting, and OKRs.

Responsibilities

• Lead Business Office planning forums to align priorities and resources.
• Establish governance frameworks for portfolio investments.
• Collaborate with strategy, finance, and technology to align decisions.
• Ensure governance standards across portfolio initiatives.
• Provide insights to leadership for proactive decisions.
• Develop portfolio performance reporting and roadmaps.
• Mentor and develop portfolio management team.

Skills

Leadership

Portfolio Planning

Governance

Strategic Alignment

Stakeholder Collaboration

Education

Bachelor’s degree in Business Administration/Management

Tools

OKRs

Job description

TruStage in Madison, WI seeks a Director, Business Office Planning to lead portfolio planning, governance, and delivery across the Business Office. You’ll align priorities with segment leaders and translate strategy into a practical 12–18 month roadmap that informs funding, resource decisions and execution plans.

You’ll develop a high-performing team, establish reporting standards, monitor portfolio health and risks, and partner with strategy, finance and technology to drive data-driven