Lead Director, Capital Planning, Portfolio Governance

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Oversee the comprehensive ACS capital planning procedure, encompassing investment intake, assessment, prioritization, funding strategy, and portfolio suggestions.

• Create and uphold portfolio governance protocols.

• Direct the formulation and financial assessment of business cases.

• Collaborate with ACS leadership, Finance, technology partners, and business stakeholders regarding funding necessities and investment prioritization.

• Manage sub-portfolio planning and ownership.

• Provide continuous portfolio supervision and facilitate escalation and resolution processes.

• Update and refresh approved business cases as assumptions, scope, financials, or priorities change.

• Generate executive-level portfolio insights, recommendations, and decision-making materials.

• Lead, mentor, and cultivate a high-performing team.

• Oversee integrated resource capacity planning and resource demand management.

• Identify and manage interdependencies and resource conflicts across portfolios.

• Prepare and conduct steering committees, leadership governance forums, and portfolio evaluations.

• Promote process optimization, automation, AI-enabled analytics, and productivity enhancements.

⛳️ Requirements

• Over 10 years of progressive experience in investment planning, portfolio management, strategic finance, management consulting, corporate strategy, business planning, or related fields.

• Proven experience in leading intricate investment portfolios, strategic planning procedures, or enterprise-level investment decisions.

• Expertise in developing and assessing business cases, including financial modeling, quantitative and qualitative analysis, and investment recommendations.

• Capability to translate strategy into investment priorities and actionable portfolio choices.

• Strong financial and analytical skills.

• Experience in evaluating complex investment and resource allocation decisions.

• Ability to influence and advise senior leaders within a highly matrixed organization.

• Excellent executive communication, presentation, problem-solving, and decision-support skills.

• Leadership experience in managing, coaching, and developing high-performing teams.

• Preferred experience in healthcare or health insurance.

• Experience in managing enterprise-wide or cross-functional investment portfolios is preferred.

• Familiarity with clinical and health plan operations is preferred.

• Experience collaborating across business, Finance, technology, and operational organizations is preferred.

• Bachelor's degree or equivalent experience required.

• Master's degree is preferred.

🏝️ Benefits

• CVS Health bonus, commission, or short-term incentive program.

• Equity award program.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Paid time off.

• Retirement savings options.

• Wellness programs.

• Additional resources supporting physical, emotional, and financial well-being.