About The Position

The Individual Family Plans (IFP) & Small Group Product Group (SGP) Portfolio Planning Leader is a strategic role responsible for overseeing the intake, evaluation, prioritization, and governance of portfolio initiatives across business segments. This leader ensures alignment with enterprise strategy, drives value creation, and facilitates decision-making across cross-functional teams.

Requirements

  • Bachelor’s degree preferred
  • Minimum of 15+ years of experience working in strategy and operational leadership, with a proven background successfully leading organizations through business transformation.
  • 15+ years of relevant Portfolio Management, Program/Project Management, and/or healthcare experience required.
  • 10+ years of experience leading people.
  • Ability to work effectively in a dynamic and rapidly changing team-based, heavily matrixed environment.
  • High degree of flexibility and agility.
  • Works well in a fast-paced environment.
  • Thrives on dealing with ambiguity and managing complexity.
  • Strong relationship management and cross-functional influence, including at the most senior levels of the organization.
  • Ability to understand complex needs of stakeholders at all levels of the organization in order to drive sustainable change.
  • Innovative and will challenge the status quo.
  • Strategic mindset & enterprise thinker.
  • Strong self-awareness and emotional intelligence.
  • Strong business acumen to support strategic alignment of initiatives.
  • Acts authentically with honesty and integrity to create trusted relationships.
  • Courage to reimagine current operating model and recommend ways for working differently.
  • Demonstrated ability to drive and influence diverse stakeholders to decisions, alignment, and commitment, often requiring significant cross-functional coordination to achieve desired business results.
  • Independently identifies and frames opportunities in a structured, data-driven way to clearly communicate options, risks, trade-offs.
  • Ability to design, gain alignment and successfully execute key enterprise initiatives from start to finish; works independently, with guidance in only the most complex situations.
  • Strong Change Management exposure to the discipline and components of Change Management (measurements, delivery, planning, execution, theories)
  • Strategic Mindset – Looks to future needs and possibilities and translates Enterprise strategic goals into executable plans
  • Action Oriented – Takes on tough challenges with sense of urgency, high energy, and enthusiasm
  • Drives Results – Pushes team and cross functional partners to deliver needed results in tough circumstances and expedited timelines
  • Decision Quality – Makes sound and timely decisions to keep work moving forward
  • Directs Work – Provides direction to direct reports and cross functional teams and removes barriers to getting work done
  • Manages Complexity – Makes sense of complex and sometimes contradictory information to effectively solve problems
  • Manages Ambiguity – Operates effectively and drives work forward even when things are not certain or there is no clear way forward
  • Balances Stakeholders – Anticipates and balances the needs of multiple stakeholders across Health Services and Enterprise
  • Collaborates – Quickly builds partnerships and works collaboratively with others to ensure progress
  • Courage – Steps up to address difficult issues and says what needs to be said
  • Instills Trust – Quickly gains confidence and trust of others through honesty, integrity, and authenticity
  • Communicates Effectively – Develops and delivers multi-mode communications that convey a clear message and adapts to multiple audiences
  • Situational Adaptability – Adapts approach and demeanor in real time to match the shifting demands of different situations
  • If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.

Nice To Haves

  • Experience and/or working knowledge across multiple growth platforms, sub-business and/or functions preferred.

Responsibilities

  • Lead team of Intake Managers
  • Lead annual strategic planning cycles Stakeholder Experiences.
  • Aggregate and prioritize initiatives vying for investment.
  • Ensure alignment with enterprise goals and value drivers.
  • Serve as a connector across Stakeholder Experiences to ensure initiatives are prioritized and escalated appropriately.
  • Own and facilitate road mapping sessions and Pitch Day
  • Synthesize multi-year roadmaps into IFP & SGP Master Inventory
  • Assist in determination of value optimization and strategic alignment
  • Coordinate Stakeholder Experience Prioritization (1-n)
  • Effort & Value Assessment EG: Impact & Feasibility Assessment, Business Case Validation
  • Lead end-to-end management and coordination of all requests submitted into IFP & SGP Intake processes
  • Own and facilitate portfolio governance, ensuring initiatives meet readiness criteria and are aligned with enterprise strategy.
  • Guide business and partner with stakeholders to define problems and shape solutions.
  • Identify, communicate and manage risks in an organized and detailed manner – timely escalation of barriers to success.
  • Make initial Go/No-Go decisions, based on knowledge of aligned Stakeholder Experience Roadmap and backlogs (Strategic and Business Directed), and pipeline.
  • Present GO recommendation to the Portfolio Leadership for disposition; if approved, include in backlog, and sequenced for delivery.
  • Provide outcomes/status to the business submitters, including what the recommended outcomes mean.
  • Drive trade-off and sequencing decisions across verticals, ensuring transparency and alignment.

Benefits

  • Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs.
  • We also offer 401(k), company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays.
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