Apogem Capital · 6 days ago
Corporate Vice President, Portfolio Manager
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$180K/yr - $258K/yr
10+ years expApogem Capital is a part of New York Life, a Fortune 100 mutual company focused on technology and data-driven solutions. The Corporate Vice President, Portfolio Manager will act as a strategic partner and execution leader, managing technology operations and aligning business priorities within the Foundational Business technology organization.
Financial Services
Responsibilities
Chief of Staff to the SVP, Foundational Business – Tech
Act as a trusted advisor and proxy to the CIO, helping translate strategic direction into clear priorities, plans, and actions
Lead the FB-Tech leadership operating rhythm (staff meetings, steering committees, strategy sessions, offsites, town halls)
Prepare and/or review executive-ready materials for the SVP, including Board/ExCo updates, strategy narratives, dashboards, and key decision documents
Coordinate across Product, Technology, Operations, Finance, Risk, and other stakeholders to ensure alignment on FB-Tech goals and deliverables
Anticipate issues, risks, and dependencies; surface insights and recommendations to inform decision-making
Lead annual and multi-year strategic and financial planning processes for FB-Tech in partnership with Finance and business/value stream leaders
Translate enterprise and business strategy into an actionable technology roadmap for the FB value stream, clarifying priorities, scope, and sequencing
Define and maintain FB-Tech OKRs/KPIs; ensure metrics are tracked, reported, and used to drive course corrections
Support operating model evolution for FB-Tech (e.g., Agile ways of working, value stream funding, product-centric delivery)
Standardize planning and governance processes to enable transparency, predictability, and accountable delivery across teams
Own the integrated FB-Tech initiative portfolio, spanning demand intake, prioritization, funding, and execution tracking
Partner with Product, Engineering, and Business leaders to evaluate and prioritize investments based on value, risk, capacity, and strategic fit
Maintain a single, authoritative view of the FB value stream portfolio (in-flight, pipeline, and proposed initiatives)
Establish and run portfolio governance forums, ensuring clear decisions, issue escalation, and alignment across stakeholders
Monitor portfolio health (schedule, budget, benefits, risk); recommend trade-offs and reallocation of capacity/funding as needed
Ensure dependencies across products, platforms, and shared services that are identified and managed
Drive continuous improvement of FB-Tech processes, tools, and ways of working to increase speed, quality, and clarity
Partner with Communications to craft and deliver compelling narratives about FB-Tech strategy, roadmap, and achievements
Support talent, culture, and engagement initiatives within FB-Tech, including org design, role clarity, and leadership development activities
Champion a culture of accountability, transparency, and data-informed decisions across the FB value stream
Support major employee growth initiatives by partnering with HR, Communications, and Technology leaders to design and enhance onboarding processes and new-hire experiences. Manage hiring plans and related activities, including location strategy, team alignment, seating assignments, and coordination across stakeholders
Qualification
Required
10-15+ years of experience in technology strategy, product/portfolio management, consulting, or strategic operations, preferably within financial services or insurance
Proven experience as a Chief of Staff, Strategy Lead, Portfolio Manager, or equivalent role supporting senior technology or business executives
Strong understanding of technology delivery in Agile or product-centric environments, including value stream concepts
Demonstrated ability to manage complex, multi-stakeholder portfolios and drive prioritization in resource-constrained environments
Exceptional communication skills, with the ability to synthesize complexity into clear, executive-ready narratives and materials
Strong analytical and problem-solving skills; comfortable with financials, metrics, and scenario analysis
Track record of influencing senior leaders and driving outcomes without direct authority
Preferred
Experience in life insurance, annuities, or related financial services domains
Prior experience with value stream funding, product operating models, and large-scale transformation programs
Familiarity with portfolio and work-management tools (e.g., Jira, ADO, Clarity, etc.)
MBA or advanced degree in Business, Technology, or related field
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
Apogem Capital
Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Josh Niedner
Chief Executive Officer
Recent News
AltAssets Private Equity News
2025-11-26
2025-11-24
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