Director, Solutions Portfolio Lead
About The Position
As a Solutions Portfolio Lead, you will collaborate closely with a high‑performing team of low/no‑code, data visualization, and processing automation developers working across a diverse technology ecosystem—including Power Platform, Tableau, Robotic Process Automation, and emerging tools. You will contribute to the delivery of scalable, high‑quality solutions that streamline operations, automate manual work, and support strategic business outcomes. Partnering with our Business Portfolio Leads, Technology team and Architecture organization, you will help translate business priorities into a clear delivery roadmap, support transparency into progress, and actively work with the team to anticipate and remove blockers that could slow development. Success in this role requires building strong, trust‑based relationships across the organization; effectively collaborating and influencing without authority; and contributing to an environment that cultivates innovation, quality and operational excellence. The Solutions Office exists to empower internal customers and clients with simple, intuitive, and scalable solutions that reduce risk and eliminate unnecessary effort. As a leader in this organization, you will play a dual role: partnering strategically with key business stakeholders while contributing to business‑critical projects that deliver innovative solutions and services. In this capacity, you will act as a trusted advisor—helping translate needs into actionable roadmaps, aligning cross‑functional partners, and supporting the delivery of outcomes that create measurable business value. The Solutions Office is a distributed team with end-to-end solution development and execution capabilities. We support Workplace Investing’s strategic goals by creating an efficient, results driven environment that enables partners to stay focused on delivering value to clients, prospects, and advisors. Using design thinking approaches, a good/better/best mindset, and rapid process reengineering and automation, we deliver solutions across all Workplace Investing products and services to end solution development and execution capabilities. We support Workplace Investing’s strategic goals by creating an efficient, results driven environment that enables partners to stay focused on delivering value to clients, prospects, and advisors. Using design thinking approaches, a good/better/best mindset, and rapid process reengineering and automation, we deliver solutions across all Workplace Investing products and services
Requirements
- 10+ years of financial services experience, including collaboration with client‑facing roles
- Executive presence with strong communication, interpersonal, and presentation skills, including experience engaging senior leadership
- Proven ability to lead large‑scale, cross‑business‑unit initiatives and influence across functions
- Strong consultation skills with the ability to navigate ambiguity
- High degree of integrity and adaptability in fast‑changing, high‑priority environments
- Excellent analytical and problem‑solving abilities, with strong attention to detail and effective time‑management skills
- Ability to operate in a fast‑paced environment with strong multitasking and design thinking
- Cross‑domain business knowledge within WI
- Ability to travel up to 10%
- Experience collaborating with and supporting high-performing teams, including mentoring and knowledge sharing
- Strong communication and executive‑presence skills with the ability to influence broadly and present confidently at senior levels
- Proven ability to help prioritize work to focus on the highest‑value outcomes
- Ability to support development and execution of a clear delivery roadmap aligned to business priorities
- Consistent track record of contributing to high‑quality solution delivery with strong attention to detail
- Ability to articulate business value, connecting solutions to measurable outcomes
- Strong problem‑solving skills to remove blockers, make informed recommendations, and navigate ambiguity
- Skilled in managing workload, capacity, and shifting organizational priorities in a fast‑paced environment
- Strong sense of accountability and ownership of outcomes, quality, and customer satisfaction
Nice To Haves
- 4–6 years of experience in the financial services benefits administration industry (recommended)
- Bachelor’s degree preferred
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What This Job Offers
Job Type
Full-time
Career Level
Director
