Bulge Bracket Investment Banks

Posted 2 days ago

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**Product Portfolio Operations Manager in Plano, TX** Lead cross-product operations, establishing strategies, and enhancing coordination across IDP and Payments using AI for insights and decision-making. Key responsibilities: - Develop a cohesive portfolio operating rhythm, driving integrated planning and communication. - Enhance decision velocity via cross-product connectivity mechanisms and portfolio-level prioritization. - Implement AI-enabled tools for risk/dependency identification, workflow automation, and predictive analysis. - Optimize operational efficiency through maturity assessments, training, and continuous improvement. - Monitor portfolio KPIs, ensuring health and adherence to controls in a regulated environment. - Collaborate cross-functionally, partnering with Product, Technology, and Operations stakeholders. Requirements include 5+ years of experience in program management, performance optimization, and agile methodologies. Demonstrate proficiency in portfolio tooling, data-driven decision making, and strong influencing skills. Preferred: experience in Payments and Data Platforms, Lean Portfolio Management, AI-enabled portfolio analytics, and relevant tooling fluency.

Compensation: Not specified USD
City: Plano
Country: United States

Full Job Description

Location: Plano, TX, United States

Embrace the challenge of shifting priorities and capacity while helping a dynamic team deliver with strategic rigor and operational excellence across product lines. Youll create cross-product connectivity and a cohesive portfolio approach across IDP and Payments, leveraging AI to accelerate insights, planning, and decision-making.

As a Product Portfolio Operations Manager in the IP-DSS Payments & Data organization, you are a core member of the cross-product/services team responsible for establishing the operating structures, portfolio discipline, and connectivity mechanisms that improve coordination, sequencing, and execution across the product space.

Job Responsibilities

Drives a cohesive portfolio operating rhythm across IDP and Payments through integrated planning, reporting, and executive communications aligned to business objectives.

Implements cross-product connectivity mechanisms (cadences, artifacts, decision forums) that increase alignment, transparency, and decision velocity across stakeholders.

Orchestrates portfolio-level prioritization, sequencing, and trade-off discussions by translating strategy into actionable roadmaps, capacity plans, and dependency views.

Establishs governance-ready intake and tracking for controls, financials, resourcing, and capacity signals to support portfolio health and auditable execution.

Leverages AI-enabled tools and practices to accelerate analysis, synthesize inputs, identify risks/dependencies, and streamline recurring operational workflows.

Optimizes operational efficiency via maturity assessments, training, playbooks, and continuous improvement practices that scale across product teams.

Monitors portfolio KPIs and operational metrics (e.g., throughput, predictability, capacity utilization, dependency aging, decision cycle time) and surface insights to leaders.

Facilitates cross-functional risk and issue management, including proactive escalation paths, mitigation planning, and stakeholder alignment on actions and owners.

Standardizes portfolio reporting and storytelling across tools and teams to produce consistent, decision-quality updates for executives and governance forums.

Partners with Product, Technology, and Controls stakeholders to ensure portfolio practices support regulated, controls-heavy delivery expectations.

Enables change adoption by coaching teams through ambiguity, reinforcing operating discipline, and ensuring continuity during shifting priorities and capacity constraints.

Required Qualifications, Capabilities, and Skills

5+ years of experience (or equivalent expertise) in program/portfolio operations, program management, or performance optimization in complex organizations.

Proven ability to design and implement operating models, portfolio cadences, and operational effectiveness initiatives across multiple products and teams.

Experience applying strong working knowledge of the product development lifecycle and agile methodologies; remain effective in ambiguity, change, and competing priorities.

Experience using AI-enabled approaches to improve planning, reporting, forecasting, and decision-making (e.g., synthesis, risk/dependency identification, workflow automation) with sound governance.

Experience building executive-ready narratives and communications that translate complex portfolio signals into clear options, decisions, and actions.

Experience delivering strong quantitative and analytical skills, including comfort defining and managing KPIs, operating metrics, and portfolio health indicators.

Demonstrated proficiency with portfolio/program tooling and documentation practices (e.g., Jira/Confluence and/or equivalent platforms) to enable repeatable reporting.

Experience operating with financial and capacity discipline, including basic portfolio financial tracking, resourcing views, and investment trade-off support.

Experience collaborating effectively across Product, Technology, Operations, and Controls partners, influencing outcomes through structured facilitation and stakeholder management.

Strong process orientation, attention to detail, and bias for action while maintaining high standards for operational quality and control readiness.

Preferred Qualifications, Capabilities, and Skills

Experience in Payments and/or Data Platforms, including work in regulated, controls-heavy environments.

Lean Portfolio Management and/or Agile-at-scale practices (capacity planning, dependency management, prioritization, trade-offs).

Portfolio analytics strength (advanced Excel plus BI tools such as Power BI/Tableau); SQL is a plus.

Tooling fluency across Jira/Confluence and/or ADO/ServiceNow/Clarity/Aha!/Smartsheet, including standardization of reporting.

Practical AI-enabled portfolio operations (automated reporting, risk/dependency insights, executive synthesis) with appropriate governance and controls.

Promote portfolio strategy across products, align priorities and resources, and use artificial intelligence to accelerate planning and decisions

Full Job Description