Head of Enterprise Operational Effectiveness

About Us:

Recognized as the trusted source for industry knowledge, LIMRA and LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.

• Research:
  Catalysts for new ideas, industry benchmarking, and strategic planning.
• Learning & Development:
  Programs to assess, train, and increase productivity, and develop future corporate leaders.
• Networking:
  Connections with industry leaders and peers through study groups, committees, and conferences.

We’re looking for a strategic, execution-focused leader to drive enterprise operational effectiveness across the organization. In this role, you’ll lead a decentralized project and program portfolio—ensuring our most critical initiatives are aligned, well-governed, and delivered with impact. You’ll operate at the intersection of business strategy, operations, and technology—partnering with executive leadership to prioritize initiatives, strengthen delivery discipline, and elevate how work gets done across the enterprise.

Lead enterprise-wide programs spanning multiple business units, guiding initiatives from planning through execution while maintaining alignment with organizational priorities. A core responsibility includes establishing and managing portfolio prioritization processes, along with continuously monitoring project health, risks, dependencies, and resource allocation to drive consistent delivery outcomes.

Shape and evolve project management governance across the organization by defining standards, frameworks, and best practices that bring consistency to how projects are planned, executed, and delivered. This also includes developing meaningful reporting, KPIs, and dashboards that provide clear visibility and support executive decision-making.

Partner closely with senior leaders to facilitate decisions across competing priorities, lead governance forums and executive reviews, and maintain alignment across business, technology, and operations teams.

Lead and develop a team of project and program managers, fostering a culture of accountability, collaboration, and continuous improvement. This role also plays a key part in strengthening organizational capabilities and supporting broader change management efforts.

Oversee budgeting, forecasting, and resource planning, while tracking ROI and business value realization. Proactively identify risks and constraints, ensuring the organization is well positioned to deliver on its most important commitments.

Deep experience leading complex, cross-functional programs and portfolios, along with a proven track record of delivering large-scale initiatives that create meaningful business impact. The ideal candidate balances strategic thinking with disciplined execution and is comfortable operating in environments that require both structure and adaptability.

Strong expertise in project management methodologies, including agile and hybrid approaches, along with a thoughtful and pragmatic application of these practices. Excellent communication skills with the ability to engage effectively with stakeholders at all levels, including senior leadership, and a natural ability to build trust and influence.

A strong foundation in business acumen, financial discipline, and a passion for improving processes and outcomes. Experience leading PMOs or enterprise portfolios is essential, while experience with transformation initiatives or within financial services environments is a plus.

• Bachelor’s degree in Business, Information Technology, Engineering, or related field
• 8–10+ years of progressive project/program management experience
• 5+ years of leadership experience managing enterprise portfolios or PMOs
• Proven success leading large-scale cross-functional initiatives
• Strong knowledge of project management methodologies
• Exceptional executive communication and stakeholder management skills

• PMP certification or equivalent project management certification
• MBA…