Sr. Consultant, Portfolio Planning Mgmt

Lincoln Financial•Papillion, NE

3d•$96,900 - $176,200•Hybrid

About The Position

As a Sr. Consultant, Portfolio Planning Management, you will drive domain-level portfolio planning, prioritization, capacity, and roadmapping efforts that keep our initiatives aligned to enterprise strategy and focused on measurable value. You will partner closely with portfolio leaders, business enablement teams, and technology teams to translate strategic priorities into a clear, well-sequenced roadmap. This is not a traditional planning or reporting role — you will operate as a strategic partner across the WPS Finance & Portfolio portfolio, surfacing interdependencies between portfolios and value streams (including their potential financial impacts), driving accountability for committed objectives, and helping resolve roadblocks that threaten delivery. You may also mentor other portfolio or project management professionals, sharing your expertise to strengthen planning discipline and elevate delivery capability across the organization.

Requirements

Proven experience leading domain- or portfolio-level planning, prioritization, and roadmapping in complex, cross-functional environments
5–7+ years of project, program, or portfolio management experience aligned to the responsibilities of this role
Demonstrated ability to connect portfolio and initiative outcomes to broader business and enterprise strategy
Experience managing risks, issues, and dependencies across multiple portfolios or value streams, with sound judgment on when and how to escalate
Track record partnering with Finance or similar functions to manage spend and track progress against benefits realization targets
Strong communication and presentation skills, with demonstrated ability to influence at all levels of management through clear, informed, logical discussions
Ability to analyze complex information, evaluate the implications of a course of action, and apply sound judgment in ambiguous situations
Comfort applying quantitative concepts such as probability, statistics, averages, variances, ratios, and proportions to practical portfolio decisions
Demonstrated relationship-management skills with senior leaders, peers, and cross-functional colleagues; proven ability to find common ground and influence outcomes without direct authority
Successful track record balancing and coordinating multiple initiatives in a time-sensitive environment, under pressure and against deadlines
Bachelor’s degree or equivalent work experience (4 years of experience in lieu of degree)

Nice To Haves

Certified Project Management Professional (PMP) or equivalent portfolio/agile certification
Experience with agile operating model planning and ceremonies
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Curiosity and interest in emerging technologies, including AI, with a willingness to explore how they can enhance portfolio planning and business outcomes
Willingness to travel regionally, up to 10%, as needed

Responsibilities

Lead domain-level portfolio planning, prioritization, capacity, and roadmapping efforts, while supporting broader portfolio-level strategy development
Facilitate domain-level prioritization through close consultation with business enablement and technology teams
Understand the interdependencies between portfolios and value streams, including potential financial impacts, and engage portfolio leaders to maintain a strategic enterprise focus
Support development of work requests and proposed initiative planning and sequencing
Drive accountability across portfolios to achieve committed objectives (OKRs) within established timeframes, capacity, and budget
Enable domain transparency by ensuring domain strategies and roadmaps are clearly defined and shared with stakeholders
Manage domain- and portfolio-level risks, issues, and dependencies, mitigating proactively and escalating quickly to the appropriate stakeholders when needed
Partner with Finance and peers to manage spend and track progress against benefits realization targets
Help overcome roadblocks throughout the planning and execution process, and recommend mitigation steps and alternatives to resource constraints to maximize portfolio efficiency
Deliver domain-level updates at all levels of the organization, including preparing supporting materials such as slides and financial summaries
Provide subject matter expertise and guidance on complex assignments, alternative approaches, and solutions to meet business objectives
Foster agile operating model planning and ceremonies, and promote communication and alignment across business, enablement, and technology teams
Champion change management and process improvements that raise quality and capability across the team, department, and business unit
Maintain awareness of emerging portfolio management trends, assess their impact, and collaborate with senior management to incorporate them into current and future solutions
Serve as a mentor, sharing portfolio management expertise with team members and peers