Senior Portfolio Director — Insurance Tech & Strategy

National Life Group

Addison (TX)

On-site

USD 127,500 - 187,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Benefits start day one
401(k) eligibility
Paid time off

Job summary

National Life Group is seeking a Director of Portfolio Management to lead integrated domain portfolio planning, demand flow, and prioritization across technology initiatives. The role partners with domain leaders, business owners, and governance forums to ensure executable roadmaps, capacity visibility, and alignment with enterprise priorities.

The ideal candidate will translate strategy into actionable portfolio plans, guide tradeoff conversations, and provide executive-ready recommendations to

Qualifications

  • Bachelor’s degree or equivalent related work experience.
  • 14+ years of related experience in portfolio management, program management, product-oriented delivery, business strategy, value stream leadership, enterprise transformation, business analysis, or technology-enabled business change within complex environments.
  • Strong Life and Annuity industry experience with demonstrated expertise in the assigned domain.
  • Proven ability to translate business and technology strategy into executable portfolio plans, roadmap priorities, sequencing options, prioritization recommendations, and measurable capability improvements.
  • Demonstrated experience leading complex portfolio planning across business, technology, delivery, operational, supplier, and enterprise stakeholder groups.
  • Strong experience with intake management, demand shaping, roadmap sequencing, capacity planning, prioritization analysis, tradeoff structuring, dependency management, dynamic reprioritization, and value realization tracking.
  • Proven ability to serve as a trusted advisor to senior business and technology leaders by clarifying tradeoffs, surfacing execution constraints, and creating alignment in complex, highly matrixed environments.
  • Strong analytical capability with the ability to synthesize portfolio data, capacity information, delivery health, dependency impacts, and value indicators into clear executive-ready recommendations.
  • Strong systems-thinking capability with the ability to balance domain priorities with enterprise alignment, customer and advisor impact, operational sustainability, and execution feasibility.
  • Strong communication, facilitation, and stakeholder management skills with the ability to reduce ambiguity, create transparency, and maintain confidence across senior business and technology stakeholders.

Responsibilities

  • Lead and maintain the integrated domain portfolio plan, including committed initiatives, emerging demand, roadmap sequencing, delivery milestones, dependencies, capacity assumptions, deferred work, risks, and decision rationale.
  • Translate strategic business and technology objectives into short-term executable portfolio priorities, sequencing recommendations, and roadmap plans for the assigned domain.
  • Serve as a principal advisor to domain technology leadership, business owners, enterprise portfolio partners, and governance forums on portfolio health, prioritization tradeoffs, delivery risk, capacity constraints, and execution feasibility.
  • Partner with technology domain leadership and business owners to ensure the domain roadmap is executable, transparent, and aligned to enterprise priorities.
  • Shape and continuously improve portfolio planning, demand management, roadmap transparency, prioritization, and governance practices within the assigned domain.

Skills

Portfolio management
Program management
Business strategy
Stakeholder management
Analytical capability
Communication
Governance

Education

Bachelor’s degree or equivalent
Advanced degree

Job description

National Life Group is seeking a Director of Portfolio Management to lead integrated domain portfolio planning, demand flow, and prioritization across technology initiatives. The role partners with domain leaders, business owners, and governance forums to ensure executable roadmaps, capacity visibility, and alignment with enterprise priorities.

The ideal candidate will translate strategy into actionable portfolio plans, guide tradeoff conversations, and provide executive-ready recommendations to

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Director of Portfolio Strategy
Director of Portfolio Strategy

National Life Insurance Company Limited • Addison (TX), Montpelier (VT)

On-site
USD 180,000 - 240,000
Director, Portfolio Management
Director, Portfolio Management

National Life Group • Addison (TX)

On-site
USD 127,500 - 187,000
Benefits start day one
401(k) eligibility
Paid time off
Director, Portfolio Management
Director, Portfolio Management

National Life Insurance Company Limited • Addison (TX), Montpelier (VT)

On-site
USD 180,000 - 240,000
Senior Insurance Portfolio Strategist
Senior Insurance Portfolio Strategist

New York Life • New York (NY)

Hybrid
USD 140,000 - 195,000
Discretionary bonus eligible
Executive leadership exposure
Life Product Innovation Director — Strategic Growth Lead
Life Product Innovation Director — Strategic Growth Lead

National Life Insurance Company Limited • Addison (TX), Montpelier (VT)

On-site
USD 150,000 - 220,000
Sr. Director, Insurance Portfolio Management
Sr. Director, Insurance Portfolio Management

National Life Group • Montpelier (VT)

On-site
USD 206,250 - 302,500
Comprehensive benefits program
Medical, dental, and vision
401(k) eligibility
+2
Architect of Insurance Portfolio Risk & Analytics
Architect of Insurance Portfolio Risk & Analytics

National Life Insurance Company Limited • Addison (TX), Montpelier (VT), New York (NY)

On-site
USD 206,000 - 303,000
Sr. Director, Insurance Portfolio Management
Sr. Director, Insurance Portfolio Management

National Life Group • New York (NY)

On-site
USD 206,250 - 302,500
Comprehensive benefits program including medical and dental
401(k) eligibility
Paid time off (vacation, sick leave, parental leave)
Portfolio Strategy and Governance Lead
Portfolio Strategy and Governance Lead

Madison-Davis, LLC • New York (NY)

On-site
USD 150,000 - 210,000
Sr. Director, Insurance Portfolio Management
Sr. Director, Insurance Portfolio Management

National Life Group • Addison (TX)

On-site
USD 206,250 - 302,500
Comprehensive benefits program
401(k) eligibility
Paid time off