Enterprise Portfolio Lead, Transformation Office

The Enterprise Portfolio Lead is the day-to-day owner of the integrated enterprise transformation portfolio This role converts enterprise strategy and executive direction into a transparent, decision-ready portfolio view that enables leaders to prioritize investments, sequence work, balance capacity, manage dependencies, and intervene when outcomes are at risk The role leads portfolio intake, planning, governance, and performance routines across Transformation Office initiatives while partnering closely with delivery, change, value, analytics, Finance, Technology, and business leaders The Enterprise Portfolio Lead does not replace executive sponsors, business owners, or initiative delivery leads Instead, the role creates the discipline, evidence, and cross-portfolio coordination required for those leaders to make informed decisions and deliver enterprise outcomes

• Manages the enterprise intake process for proposed transformation initiatives, including required business need, strategic alignment, intended outcomes, sponsorship, ownership, value, risk, capacity, and readiness information
• Facilitates initial qualification and due diligence with sponsors, business owners, Finance, Technology, Change, and other partners
• Identifies proposals that are duplicative, insufficiently defined, misaligned to strategy, or not ready for investment
• Prepares clear recommendations to advance, refine, defer, combine, or decline proposed initiatives
• Maintains a transparent pipeline of proposed, approved, active, paused, and completed work

• Translates enterprise strategy into practical prioritization criteria and portfolio decision frameworks
• Leads annual, quarterly, and ad hoc portfolio planning and reprioritization cycles
• Assess initiates across strategic importance, enterprise value, urgency, risk, complexity, capacity, dependencies, change impact, and organizational readiness
• Develops scenarios and tradeoff analyses that show the implications of starting, stopping, accelerating, pausing, or resequencing work
• Recommends a balanced portfolio that reflects enterprise priorities and realistic delivery capacity

• Maintains the integrated enterprise transformation roadmap across priorities, programs, and major projects
• Identifies cross-initiative dependencies, shared milestones, resource conflicts, decision constraints, and sequencing risks
• Coordinates with delivery leads to ensure initiative plans align with portfolio commitments and enterprise timing
• Facilitates resolution of conflicts that cannot be solved within a single initiative
• Escalates portfolio-level dependencies and tradeoffs with clear options, implications, and recommendations

• Designs and manages portfolio review routines, stage gates, and governance calendars
• Prepares decision-ready materials for the National Managing Principal, Executive Team, sponsors, and portfolio governance forums
• Maintains an integrated view of portfolio health, including outcomes, milestones, risks, issues, dependencies, decisions, value, adoption, and capacity
• Ensures governance discussions focus on enterprise outcomes, tradeoffs, and required decisions rather than activity reporting
• Tracks portfolio decisions, conditions, and executive commitments through closure

• Maintains a portfolio-level view of resource demand, available capacity, critical skills, and competing commitments
• Partners with functional leaders and delivery leads to identify resource gaps and timing constraints
• Supports recommendations regarding staffing, sequencing, secondments, contractors, and surge capacity
• Identifies when portfolio demand exceeds enterprise execution or change capacity
• Provides evidence-based recommendations to rebalance work before capacity constraints cause avoidable delays

• Partners with Analytics and Reporting to establish portfolio data standards, reporting cycles, quality controls, and executive views
• Analyzes patterns in delivery performance, decision aging, risks, dependencies, adoption, value realization, and resource utilization
• Identifies systemic execution issues and recommend corrective actions across the portfolio
• Maintains portfolio history, lessons learned, and decision rationale to improve future planning
• Refines portfolio methods, tools, and governance practices as the…