Head of Portfolio Planning & Governance (Hybrid)

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

Benefits offered by this job

Medical benefits

401k plan

Tuition reimbursement

Flexible hybrid work

Career growth opportunities

Job summary

TruStage in Madison, WI seeks a Director, Business Office Planning to lead portfolio planning, governance, and investment decision support. You will drive a 12–18 month delivery roadmap, coordinate with strategy, finance, and technology to align priorities with business objectives.

You will mentor a team of portfolio leads and analysts, deliver dashboards, and provide data-driven insights to executive leadership. This role offers a hybrid work model and a comprehensive benefits package.

Qualifications

• 12+ years in strategic planning, portfolio management, or related leadership roles.
• Experience leading cross-functional teams with governance frameworks.
• Ability to translate strategy into executable roadmaps and decisions.

Responsibilities

• Facilitate business office planning forums to align priorities and resource allocation.
• Oversee 12–18 month delivery roadmap and annual planning processes.
• Provide data-driven recommendations on funding and resource tradeoffs.
• Develop portfolio performance reporting and governance dashboards.
• Lead and mentor portfolio management leads and analysts.

Skills

Portfolio management

Governance frameworks

Cross-functional leadership

Data-driven decision making

Strategic planning

Education

Bachelor’s degree in Business Administration or related field

Tools

Portfolio management tools

Reporting platforms

Job description

TruStage in Madison, WI seeks a Director, Business Office Planning to lead portfolio planning, governance, and investment decision support. You will drive a 12–18 month delivery roadmap, coordinate with strategy, finance, and technology to align priorities with business objectives.

You will mentor a team of portfolio leads and analysts, deliver dashboards, and provide data-driven insights to executive leadership. This role offers a hybrid work model and a comprehensive benefits package.