Lead Director, Capital Planning & Portfolio Governance

We're building a world of health around every individual , shaping a more connected, convenient and compassionate health experience.

The Lead Director, Capital Planning & Portfolio Governance will lead the end-to-end capital planning and portfolio governance function for Aetna Clinical Solutions (ACS), translating strategic priorities into an actionable investment portfolio and enabling informed investment and resource allocation decisions.

Key Responsibilities:

• Lead the end-to-end ACS capital planning process, including investment intake, evaluation, prioritization, funding strategy, and portfolio recommendations.
• Establish and maintain portfolio governance processes that enable consistent assessment of investment opportunities and informed leadership decision-making.
• Lead development and financial evaluation of business cases for strategic initiatives, including financial modeling, cost-benefit analysis, investment requirements, strategic alignment, and success measures.
• Partner with ACS leadership, Finance, technology partners, and business stakeholders to evaluate funding requirements and advise on investment prioritization and resource-allocation tradeoffs.
• Lead sub-portfolio planning and ownership, providing visibility into investment priorities, funding requirements, dependencies, risks, and emerging portfolio needs.
• Provide ongoing portfolio oversight, identify issues requiring leadership attention, and drive appropriate escalation and resolution.
• Oversee maintenance and refresh of approved business cases as investment assumptions, scope, financials, or strategic priorities evolve.
• Develop executive-level portfolio insights, recommendations, and decision materials that translate complex financial and operational information into clear actions.
• Lead, coach, and develop a high-performing team responsible for capital planning, investment analysis, business case development, and portfolio governance.
• Lead integrated resource capacity planning and resource demand management across the investment portfolio, matching investment priorities to available talent and delivery capacity and advising leadership on workforce trade-offs.
• Identify and manage cross-portfolio interdependencies, resolve resource conflicts, assess cross-initiative impacts, and escalate constraints requiring enterprise prioritization decisions.
• Prepare and facilitate steering committees, leadership governance forums, and portfolio reviews, ensuring executives have clear options, trade-offs, and recommendations to support timely decisions.
• Advance process optimization, automation, AI-enabled analytics, and productivity improvement opportunities within capital planning and portfolio governance.

Required Qualifications:

• 10+ years of progressive experience in investment planning, portfolio management, strategic finance, management consulting, corporate strategy, business planning, or related disciplines.
• Demonstrated experience leading complex investment portfolios, strategic planning processes, or enterprise-scale investment decisions.
• Significant experience developing and evaluating business cases, including financial modeling, quantitative and qualitative analysis, and investment recommendations.
• Demonstrated ability to translate strategy into investment priorities and actionable portfolio decisions.
• Strong financial and analytical capabilities with experience evaluating complex investment and resource-allocation decisions.
• Demonstrated ability to influence and advise senior leaders in a highly matrixed organization.
• Strong executive communication, presentation, problem-solving, and decision-support capabilities.
• Demonstrated people-leadership experience, including coaching and developing high-performing teams.

Preferred Qualifications:

• Healthcare or health insurance experience.
• Experience managing enterprise-wide or cross-functional investment portfolios with a high degree of complexity.
• Knowledge of clinical and health plan operations.
• Experience working across business, Finance, technology, and operational organizations.
• Experience operating in a dynamic environment with changing priorities and multiple executive stakeholders.

Education:

• Bachelor's degree, or equivalent experience. Master's degree preferred.

Pay Range:

$100,000.00 - $231,540.00

Benefits:

This full-time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.