[Hiring] Portfolio Planning Consultant @US001 CMFG Life Insurance Company
Mar 29, 2025 - US001 CMFG Life Insurance Company is hiring a remote Portfolio Planning Consultant. 💸 Salary: $91,300 - $136,900. 📍Location: USA.
Role Description
This position is a key leader in managing the enterprise-wide planning and governance processes to ensure strategic alignment, operational consistency, and the smooth flow of initiatives through the organization. This role acts as the gatekeeper of the enterprise planning chassis, enforcing standards and policies to maintain the health, integrity, and fidelity of the enterprise portfolio.
As the conduit for escalating risks or issues, the Portfolio Planning Consultant ensures that unresolved enterprise-level dependencies, systemic risks, and bottlenecks raised by localized planning teams are properly documented, vetted, and brought to the Enterprise Business Council with actionable insights and recommendations. This role serves as the primary liaison between localized planning teams and the enterprise-level planning structures.
They ensure that work flows seamlessly across the enterprise by enforcing process standards, addressing systemic execution risks, and maintaining alignment with the enterprise planning frameworks.
Job Responsibilities:
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Standards Enforcement:
- Policy Gatekeeping: Ensure compliance with enterprise governance policies, including WIP management, prioritization, and initiative readiness standards.
- Threshold Adherence: Enforce planning threshold and intake requirements, ensuring initiatives meet maturity criteria before progressing in the enterprise planning process.
- Standards Alignment: Maintain and enforce enterprise-wide planning standards, providing clarity and consistency across business areas.
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Enterprise Roadmap Integration and Risk Monitoring:
- Portfolio Inputs: Facilitate the integration of initiative-level plans into the enterprise portfolio roadmap, ensuring high quality data.
- Dependency Tracking: Document cross-initiative dependencies and potential risks, escalating unresolved issues as necessary.
- Risk Monitoring: Monitor systemic execution risks that could impact enterprise initiative flow and escalate unresolved issues to the appropriate forums.
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Liaison to the Enterprise Planning Framework:
- Point of Contact: Act as a trusted advisor for business leaders navigating enterprise planning processes and standards.
- Process Advocacy: Represent the enterprise planning chassis and advocate adherence to policies within business areas.
- Health assessment: Evaluate process maturity at the business area level, recommending improvements and identifying opportunities for process coaching engagements if necessary.
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Conduit for Escalation:
- Escalation Pathway: Serve as the liaison between localized planning teams and the enterprise business council, ensuring systemic execution risks, unresolved dependencies, or enterprise-wide issues are properly escalated.
- Quality Control: Ensure high-quality, actionable insights are prepared for the enterprise business council, including clear documentation, trade-offs, and potential solutions.
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Provide support to director in enterprise planning, prioritization, and decision making:
- Facilitate enterprise planning rituals.
- Develop communications and content to enable effective decision-making by enterprise-level planning structures.
- Provide input to process improvements and tool refinement.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Qualifications
- Bachelor’s degree in Business Administration, Project Management, Operations, or a related field (required).
- 7+ years of experience in portfolio or program management, enterprise planning, or process improvement in a matrixed organizational environment.
- Demonstrated experience in facilitating cross-functional collaboration, managing systemic risks, and working with planning frameworks (e.g. OKRs, agile, or flow-based approaches).
- Proven track record in process adherence and enforcement to drive alignment at an enterprise level.
- Expertise in enterprise planning processes and frameworks.
- Strong knowledge of portfolio management practices including dependency identification, sequencing, and prioritization of efforts.
- Exceptional stakeholder management skills, including the ability to liaise effectively between local teams and enterprise leaders.
- Proficient in risk identification, analysis, and escalation frameworks.
- Strong analytical skills with the ability to synthesize data from multiple sources into actionable insights.
Requirements
- If you’re ready to help make a difference, apply today.
- Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
- Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
- Base Salary Range: $91,300.00 - $136,900.00
Benefits
- In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.
- Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few.
- We recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.
- We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
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Salary
💸
$91,300 - $136,900
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 29, 2025
|
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
