Portfolio Governance & Workforce Strategy Lead

Vanguard; Dallas (TX); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Vanguard is seeking a Portfolio Governance & Workforce Strategy Lead in Dallas, TX, to drive strategic planning, governance, and financial management across SAEP. You will partner with senior leaders to align resources and investments with business objectives, delivering actionable insights for decision-making.

The role focuses on prioritization, capacity planning, and operational optimization to enable near-term and long-term outcomes, with a hybrid work model supporting collaboration.

Qualifications

• Experience in portfolio governance, workforce planning, and data-driven decision making.
• Strong analytical mindset with ability to translate complex data into actionable insights.
• Proven track record in budgeting, forecasting, and governance across programs/projects.

Responsibilities

• Lead workforce planning to align capacity with priorities and future demand.
• Oversee budgeting, forecasting, variance analysis, and financial performance monitoring.
• Drive portfolio prioritization, investment analyses, and business case development.

Skills

Portfolio Management

Financial Budgeting

Resource Planning

PowerBI

Excel (Advanced Modeling)

Education

Undergraduate degree

Graduate degree preferred

Tools

PowerBI

Excel

Job description

The Portfolio Governance & Workforce Strategy Lead is responsible for driving strategic planning, business operations, workforce planning, financial management, and portfolio governance across SAEP. This role partners closely with senior leaders to align resources, investments, and priorities to business objectives while providing actionable insights that support decision‑making and organizational effectiveness. The role serves as a key partner in planning, prioritization, and operational optimization, ensuring the organization is positioned to achieve both near‑term goals and long‑term strategic outcomes. Focuses on determining priorities, aligning resources and investments, and driving strategic and operational effectiveness.

Core Responsibilities

• Workforce Planning and Capacity Management
• Lead workforce planning activities to ensure organizational capacity aligns with current priorities, strategic objectives, and anticipated future demand.
• Analyze resource utilization, capacity constraints, and workforce trends to support hiring strategies, resource allocation decisions, and long‑term planning.
• Financial Planning, Forecasting, and Governance
• Support financial planning processes, including budget development, forecasting, variance analysis, and ongoing financial performance monitoring.
• Provide financial insights and governance to help ensure effective allocation of resources, transparency of spending, and alignment with business objectives.
• Portfolio Prioritization and Investment Analysis
• Facilitate portfolio planning and prioritization activities, helping leaders evaluate competing initiatives, resource demands, risks, and business value.
• Develop business cases, investment analyses, and data‑driven recommendations to support strategic investment and funding decisions.
• Executive Reporting, KPIs, and Dashboards
• Define and monitor executive reporting, performance metrics, dashboards, and key performance indicators that provide visibility into organizational health and strategic progress.
• Synthesize complex operational, financial, and portfolio data into meaningful insights and executive‑ready communications.
• Strategic Planning and Business Operations
• Partner with leadership to support strategic planning, operational goal setting, and execution of business priorities.
• Coordinate planning activities, governance processes, and operating rhythms to ensure alignment between strategy, financial objectives, and organizational execution.
• Process Improvement and Organizational Effectiveness
• Identify opportunities to improve planning, governance, reporting, and operational processes to increase efficiency, consistency, and business value.
• Drive continuous improvement initiatives that enhance organizational effectiveness, streamline decision‑making, and support achievement of strategic objectives.

Qualifications

• Portfolio Management
• Financial Budgeting
• Resource Planning
• Experience with using PowerBI
• Experience with using Excel (Advanced Modeling)

Preferences

• Experience with Claude Code or any AI tool is a plus
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long‑term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in‑person learning, collaboration, and connection. We believe our mission‑driven and highly collaborative culture is a critical enabler to support long‑term client outcomes and enrich the employee experience.