This newly established role will serve as the critical link between corporate strategy and portfolio investment decisions across our global solutions portfolio. Reporting into Product & Technology leadership, this individual will help determine where the company should invest, partner, build, buy, or acquire capabilities to drive long-term growth and competitive differentiation. The Director, Portfolio Strategy will provide leadership visibility across a complex portfolio of software, hardware, services, and innovation initiatives, enabling executive teams to make informed decisions regarding R&D investments, strategic priorities, and portfolio direction. This role is initially an individual contributor position with the opportunity to build and lead a small team as the function evolves. Key Responsibilities Portfolio Strategy & Investment Planning • Translate corporate strategy into portfolio strategy, investment recommendations, and roadmap priorities. • Evaluate portfolio performance and identify opportunities for growth, innovation, and market expansion. • Assess build, buy, partner, and acquisition opportunities to strengthen portfolio competitiveness. • Develop portfolio frameworks that balance core, adjacent, and transformational investments. Governance & Prioritization • Establish portfolio governance processes, operating mechanisms, and decision-making frameworks. • Lead portfolio review processes and facilitate executive discussions on investment trade-offs. • Develop visibility into R&D investments, portfolio health, resource allocation, and strategic outcomes. • Support annual and long-range planning processes related to portfolio investment decisions. Executive Alignment & Influence • Align Product, Engineering, Corporate Strategy, Finance, Commercial, and regional leaders around portfolio priorities. • Facilitate discussions that resolve competing priorities and drive organizational alignment. • Present strategic recommendations and portfolio insights to senior executives and ELT stakeholders. • Serve as a trusted advisor to Product & Technology leadership regarding strategic investment decisions. Market Intelligence & Growth Strategy • Monitor market trends, competitive dynamics, emerging technologies, and industry disruption. • Develop executive-level recommendations regarding future growth opportunities. • Assess strategic technology partnerships and ecosystem opportunities that support long-term business objectives. Required Experience • 10-15+ years of experience in Portfolio Strategy, Corporate Strategy, Strategic Planning, Management Consulting, Product Portfolio Management, or a related function. • Demonstrated experience influencing portfolio-level investment decisions across software, hardware, and services environments. • Strong understanding of R&D investment planning, capital allocation, business case development, and ROI analysis. • Experience building executive governance processes and facilitating strategic decision-making discussions. • Ability to translate complex data and portfolio information into actionable business recommendations. • Strong executive presence with experience presenting to senior leadership teams. Preferred Experience • Experience in both corporate and consulting environments. • Exposure to technology-enabled businesses, enterprise software, payments, financial services, retail technology, or complex solution portfolios. • Global experience working across North America, Europe, and India. • Experience evaluating M&A, strategic partnerships, or technology investment opportunities. • MBA or advanced business degree preferred but not required.