Director, Tech Portfolio, Investment, and Transformation Management
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The Director, Tech Portfolio, Investment, and Transformation Management leads technology portfolio management, investment governance, and Transformation initiative alignment across the Tech. This role collaborates closely with business portfolio teams, Segment CIOs, Tech Finance, Transformation Office partners, initiative owners, and technology delivery leaders to align demand, investments, transformation initiatives, and execution priorities to enterprise and segment strategies.
The Director, Tech Portfolio, Investment, and Transformation Management organizes, governs, prioritizes, sequences, and monitors technology initiatives, programs, transformation initiatives, and portfolio investments based on the Tech strategy, enterprise transformation priorities, strategic roadmaps, business portfolio alignment, available funding, prioritized budgets, delivery capacity, and value realization expectations.
This role leads portfolio and investment management processes, including investment governance, demand intake, prioritization, sequencing, annual portfolio review, business portfolio alignment, initiative health monitoring, and portfolio performance management. The Director ensures appropriate financial, organizational, operational, and technology support is allocated to initiatives in support of enterprise and segment goals.
The Director also serves as a key interface for Transformation programs, supporting transformation initiative execution within Technology, initiative alignment, executive-level reporting, and consistent ways of working across portfolio, investment, and transformation management processes. Decisions are typically related to implementation of new or updated programs, large-scale initiatives, transformation programs, portfolio governance processes, investment prioritization, technical and operational procedures, and strategic execution plans. The Director supports and implements strategic plans, drives goals and objectives, improves performance, strengthens portfolio controls, enables value realization, and provides input into functional strategy.
Key Responsibilities :
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Lead Portfolio & Investment Management across Technology, ensuring alignment of technology investments, enterprise priorities, transformation initiatives, and business portfolio objectives.
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Establish and manage Investment Governance, including demand governance, funding alignment, intake standards, prioritization methods, sequencing decisions, and portfolio decision forums.
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Oversee intake, prioritization, and sequencing of technology initiatives, ensuring work is evaluated based on strategic alignment, business value, financial impact, capacity, risk, dependencies, and execution readiness.
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Partner with business portfolio teams, Segment CIOs, Tech Finance, Transformation Office partners, and initiative owners to ensure alignment and transparency across demand, investments, and execution.
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Lead the portfolio review process, including evaluation of existing and proposed investments, alignment to strategic priorities, funding requirements, initiative health, delivery readiness, and expected value realization.
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Manage Performance Management & Value Realization, including tracking business outcomes, value commitments, leading and lagging indicators, delivery progress, financial performance, and benefits realization.
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Serve as a liaison with business segments to support value tracking, portfolio performance reviews, initiative escalation, and alignment of technology execution to segment priorities.
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Own and enhance Portfolio Controls, Dashboards, and Initiative Health Dashboards, providing executive-level visibility into portfolio performance, risk, dependencies, financials, delivery progress, and transformation initiative status.
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Define and implement portfolio operating rhythms, governance routines, escalation paths, decision rights, and portfolio controls that support disciplin