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Senior Portfolio Strategist Jobs (NOW HIRING)

Become a part of our caring community Summary The Senior Portfolio Enablement Lead is a strategic portfolio transformation role responsible for shaping and enabling Humana's portfolio operations ...

Job Type Full-time Description The Senior Portfolio Analyst position provides the opportunity to ... Develop and execute strategies for closed-end Private Funds and the Legacy Fund at varying stages ...

Lead special projects and strategic initiatives aimed at significantly enhancing portfolio ... Senior Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees ...

Become a part of our caring community Summary The Senior Portfolio Enablement Lead is a strategic portfolio transformation role responsible for shaping and enabling Humana's portfolio operations ...

Lead special projects and strategic initiatives aimed at significantly enhancing portfolio ... Senior Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees ...

Lead special projects and strategic initiatives aimed at significantly enhancing portfolio ... Senior Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees ...

Sr New Product Portfolio Strategist

Seattle, WA · On-site

$144K - $190K/yr

Weyerhaeuser is hiring a Senior New Product Portfolio Strategist to help drive new product development from concept to market launch, using customer, market, and industry insights-including AI tools ...

Job Title Senior Portfolio Manager Opportunity DIA - 7 Job Type Full-time Location Reston, VA US ... and other strategies. A knowledgeable analyst, who conducts requirements gathering, project ...

Senior Portfolio Manager

Fishers, IN · On-site

$120 - $180/hr

## Senior Portfolio ManagerApplylocations: Fishers, INtime type: Full timeposted on: Posted ... Essential Functions** • Meet with clients to discuss investment strategy • Recommend portfolio ...

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Senior Portfolio Strategist information

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$68K

$102.4K

$145.5K

How much do senior portfolio strategist jobs pay per year?

As of Aug 15, 2026, the average yearly pay for senior portfolio strategist in the United States is $102,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,500.00 and $114,000.00 per year, depending on experience, location, and employer.

What is the difference between Senior Portfolio Strategist vs Portfolio Manager?

AspectSenior Portfolio StrategistPortfolio Manager
ResponsibilitiesDevelops investment strategies, analyzes market trends, advises clientsOversees investment portfolios, makes buy/sell decisions, manages client assets
Required CredentialsTypically requires CFA, advanced finance degrees, experience in strategyOften requires CFA, FINRA licenses, experience in asset management
Work EnvironmentResearch-focused, strategic planning, client advisoryPortfolio oversight, trading, client communication
Industry UsageUsed in investment firms, banks, asset management companiesCommon in mutual funds, hedge funds, private wealth management

The main difference is that a Senior Portfolio Strategist focuses on developing investment strategies and market analysis, while a Portfolio Manager is responsible for executing investment decisions and managing client portfolios. Both roles require similar credentials and often work closely, but their core functions differ in strategic planning versus portfolio oversight.

What is a senior portfolio strategist?

A Senior Portfolio Strategist is a financial professional who develops, implements, and manages investment strategies for clients or institutions. They analyze market trends, assess risk tolerance, and construct diversified portfolios that align with specific financial goals. Senior Portfolio Strategists often work closely with clients to provide tailored advice and adjust portfolios in response to changing market conditions. Their role requires strong analytical skills, deep knowledge of financial markets, and excellent communication abilities.

How does a senior portfolio strategist typically collaborate with other teams to develop and implement investment strategies?

A Senior Portfolio Strategist works closely with research analysts, portfolio managers, and client relationship teams to design and refine investment strategies that align with client objectives and market trends. Collaboration often involves regular meetings to review performance data, discuss market insights, and adjust asset allocations. Effective strategists also communicate complex investment concepts to both internal teams and clients, ensuring alignment across all parties. This cross-functional teamwork is essential for delivering consistent, high-quality investment outcomes.

What are the key skills and qualifications needed to thrive as a senior portfolio strategist?

To thrive as a Senior Portfolio Strategist, you need deep knowledge of investment strategies, portfolio construction, and risk management, typically supported by a finance degree and often a CFA or similar designation. Expertise in portfolio analytics platforms, financial modeling software, and market research tools is essential. Strong communication, analytical thinking, and client relationship skills set top performers apart in this role. These competencies are crucial for devising effective investment strategies, managing risk, and communicating complex concepts to clients and stakeholders.

What cities are hiring for Senior Portfolio Strategist jobs?

Cities with the most Senior Portfolio Strategist job openings:

What are the most commonly searched types of Portfolio Strategist jobs?

The most popular types of Portfolio Strategist jobs are:

What states have the most Senior Portfolio Strategist jobs?

States with the most job openings for Senior Portfolio Strategist jobs include:

Infographic showing various Senior Portfolio Strategist job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $102,447 per year, or $49.3 per hour.

Senior Portfolio Enablement Lead

Humana

Louisville, KY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago


Humana rating

8.0

Company rating: 8.0 out of 10

Based on 265 frontline employees who took The Breakroom Quiz

164th of 308 rated insurance


Job description

Become a part of our caring community
Summary
The Senior Portfolio Enablement Lead is a strategic portfolio transformation role responsible for shaping and enabling Humana's portfolio operations, Agile Release Train (ART) design, and Ways of Working across the portfolio. Acting as a trusted advisor to senior executives (SVPs, VPs, and portfolio leaders), the role translates transformation strategy into scalable execution by diagnosing portfolio delivery challenges, guiding organizational design, and improving alignment, flow, and value delivery. It combines deep expertise in Lean Portfolio Management, Agile at scale, and large-scale change with strong facilitation, coaching, and data-driven decision-making to influence portfolio priorities and outcomes. The position emphasizes enterprise enablement over delivery management, driving continuous improvement, Lean adoption, and cultural change while partnering across business and technology teams to optimize performance, metrics, and operational excellence in a complex, fast-paced environment.
Description
The Senior Portfolio Enablement Lead serves as a strategic leader driving the development and execution portfolio-wide transformation of Humana's Ways of Working by shaping and enabling portfolio operating models, ART design, and leadership behaviors across the enterprise. In this high-impact role, you will collaborate with business and technology leaders. The role partners directly with SVPs, VPs, and senior leaders to influence how portfolios are operationalized, prioritized, and executed to achieve measurable business outcomes. This role requires strong strategic thinking, analytical rigor, executive communication skills, and the ability to thrive in an environment that is fast-paced, collaborative, and often ambiguous.
As a trusted advisor, you'll partner with stakeholders and executives to align organizational design and portfolio solutions with business priorities and regulatory standards, playing a pivotal role in achieving outcomes. You enjoy high visibility, opportunities to mentor, and the chance to champion best practices within a Fortune 50 healthcare organization.
The Senior Portfolio Enablement Lead is responsible for driving improvement of processes and systems across multiple sites. This position will provide leadership, planning, process development, and Lean implementation coaching. to meet strategic goals and objectives as defined by site leadership. Responsible for leading overall activities executed in coordination with other site based Continuous Improvement Coordinators to collectively improve operational excellence and achieve our overall goals as an organization.
Rather than focusing on ceremony or framework purist process adherence, this role is accountable for helping leaders translate transformation strategy into practical, scalable execution-improving alignment, predictability, and value delivery across portfolios and value streams. The Sr. Portfolio Enablement Lead brings deep expertise in organizational transformation, operating model design, and large-scale change, and applies that experience to guide leaders through complex, multi-layered transitions.
The role works across one or more portfolios, facilitating critical decision-making sessions, diagnosing systemic delivery challenges, and advising leadership on tradeoffs, flow efficiency, and structural improvements. It plays a key role in evolving portfolio and ART design to support enterprise agility, while fostering a culture of continuous learning, experimentation, and innovation.
This position may support PI-level planning and high-visibility initiatives, but the emphasis is on enterprise enablement and transformation-not delivery management. The role operates with significant autonomy, exercising judgment within broad frameworks and influencing enterprise standards, practices, and transformation strategy.
This role sits within the Office or the COO in the Technical organization, staying neutral and serving the product/business organizations to form a One Team portfolio team.

As a Senior Portfolio Enablement Lead, you will:

- Partner with portfolio and organization leadership to develop and enable portfolio, aligned to enterprise portfolio operations to achieve portfolio initiatives their outcomes.
- Perform quantitative and qualitative assessments, including stakeholder analysis and change impact assessments, to develop data-driven change strategies for key stakeholder groups.
- Build and manage portfolio transformation roadmaps to drive executive buy-in and sponsor engagement across technology and business/product leadership and leadership to drive understanding and adoption of key changes
- Develop Release Train Engineers to our Humana Ways of Working and enterprise tooling subject matter experts for Agile Release Trains and Scrum Teams
- Measure effectiveness of change interventions through defined metrics and continuously evolve plans to optimize adoption outcomes
- Regularly report activity status to organizational, portfolio and transformation leadership; proactively escalate and help resolve risks and issues
- Partners with leaders to align all continuous improvement goals and objectives
- Partner with Release Train Engineers in the portfolio to monitor activity level of continuous improvement, adoption of Humana Ways of Working, risks patterns and additional support needed to achieve desired results.
The successful candidate would possess these skills:

- Enthusiastic about continuous improvement with the ability to inspire and motivate others.
- A positive and forceful character, able to get and develop the best out of people through motivation and coaching.
- Very resilient, able to facilitate and support opposing views to provide a win-win for all parties.
- Well organized and self-motivated, practical, numerate and literate (good communication all round).
- Capable of handling a diverse range of initiatives and work with a diverse workforce.
- Facilitate and participate meetings on camera
- Ability to work independently and collaborate with SVPs and VPs, portfolio leaders, and Release Train Engineers, along with a team of peers.
- Effective written and verbal communication skills.
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead organizational optimized ways of working
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others at executive and peer levels
- Proven role-based career experience in SAFe environments as a Scrum Master, RTE, Enterprise Agile Coach, Enterprise Transformation Coach and standing up a portfolio to operating exceptionally
- Influence portfolio roadmap progress and risk mitigation by representing feedback and progress from the Agile Release Trains.
- Provide oversight to ensure ways of working adhere to enterprise standards for portfolio operations, tooling, adoption AI, security, and optimized process.
- Promote a mindset of enterprise thinking, focusing on long-term sustainability rather than point solutions.
- Mentor leaders, program and project managers, Product Managers, Architects, Product Owners and Scrum Masters on end-to-end, process-oriented designed and systems thinking.
- Identify areas with other functional leaders, associates, and customers to develop significant lean opportunities for improvement throughout the organization.
- Network with internal/external team members to bring best practices to lean projects and the organization.
- Develop, communicate and deliver training materials for Lean processes and principles, as well as other training materials as necessary.
- Provide education and mentoring to employees on Lean principles and techniques.
- Facilitates and leads the continuous improvement process by identifying training needs and providing training in problem solving methodology, problem solving workshops, Value Stream Mapping, etc.
- Ensure open communication throughout the site by creating a culture of transparency, ensuring leaders are not only informed but understand need actions or risk mitigation,
- Guide the development and maintenance of organizational goals, multi-layer objectives and metrics are being met to achieve the outcome, not the metric and the importance of data hygiene and practices to enable data-driven decisions.

Preferred Qualifications
  • Bachelor's degree in business, Information Technology, or related field
  • SAFe Program Consultant (ASPC) 6.0 (advanced level)
  • Prosci Change Management certification
  • Experience with Agile lifecycle management tools (e.g., Jira Align, Azure DevOps)
  • Experience in healthcare or health solutions industry
  • Experience in Software Development Lifecycle (SDLC)
  • Knowledge of Product Development Lifecycle (PDLC)
  • Mentoring and partnering closely with Product Management
  • Experience in working in a Fortune 500 corporation
Required Qualifications
  • Active SAFe certification: SPC 6.0 (or obtained within 6 months of hire)
  • 8+ years of related experience enabling business and technology portfolios, including experience working with senior leaders in an advisory capacity
  • Strong understanding of Lean Portfolio Management and Agile, methodologies at scale
  • Demonstrated change management expertise
  • Demonstrated ability to support execution across value streams and complex initiatives
  • Proven facilitation of Value Stream Identification and Value Stream Mapping to build value-based portfolios, Agile Release Trains and Teams.
  • Proven ability to partner effectively with Technology, Product, Business, and Portfolio teams as their trusted guide and domain expert
  • Excellent communication, facilitation, and coaching skills, mentoring skills with strong emotional intelligence
  • Passion for improving consumer and associate experiences through continuous improvement



Use your skills to make an impact

Interview structure for this role will be as follows:

  • 1 hour panel interview conducted by the team, the top 2 candidates for will then have a 30-minute panel interview with the IT Segment SVP/VP team the role will support

This role is not open to applicants requiring sponsorship now or in the future

Limited Geography Remote - This is a remote position but located within a specific geography.

To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:
At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested.
Satellite, cellular and microwave connection can be used only if approved by leadership.
Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.
Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.
Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.

This role participates in virtual meetings where active engagement is expected, and on-camera participation will be encouraged when appropriate.Work at Home Requirements: To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. In certain roles, the minimum recommended internet speed required by Humana may not be sufficient for business needs. Humana reserves the right to require associates to upgrade their internet service if necessary. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.

Scheduled Weekly Hours

40

Pay Range

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.


$115,200 - $158,400 per year


This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

Description of Benefits

Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
About us
About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer atHumana.comand atCenterWell.com.


Equal Opportunity Employer

It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section...


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About Humana

Sourced by ZipRecruiter

Humana Inc., headquartered in Louisville, KY., is a leading health care company that offers a wide range of insurance products and health and wellness services that incorporate an integrated approach to lifelong well-being. By leveraging the strengths of its core businesses, Humana believes it can better explore opportunities for existing and emerging adjacencies in health care that can further enhance wellness opportunities for the millions of people across the nation with whom the company has relationships.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Louisville, KY, US

Year founded

1961

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