Director, Portfolio Planning & Governance

CMFG Life Insurance Company; Madison (WI); On-site; USD 150,000 - 190,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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

Skills

Portfolio planning

Governance leadership

Strategic alignment

Resource prioritization

Stakeholder collaboration

Job description

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