Deposits and Cash Management – Portfolio Manager

Embark on a rewarding and challenging career as a Business Portfolio Manager within the Business Banking Deposits and Cash Management General Management team. You'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment. Join us and contribute to our mission while advancing your career.

As a Business Portfolio Manager in the Business Banking Deposits and Cash Management (DCM) team, you will own the end-to-end management of the Cash Management (CM/DCM) book of work. This role designs and runs portfolio ceremonies, maintains the single source of truth for priorities, and provides leadership-ready views that enable clear trade-offs across discovery vs. execution, capacity, risks, and dependencies. Partnering closely with Product, Data & Analytics, Technology, Platform teams, and cross-LOB stakeholders (e.g., Consumer Bank, Merchant), the manager ensures prioritization alignment, data quality for decisions, and timely communications to executive leadership. Success is measured by portfolio transparency, predictability of delivery, quality of decision inputs, and alignment across impacted groups.

Job responsibilities

• Manage portfolio ceremonies and governance
  • Run intake and book of work prioritization forums with contributing teams and leadership; maintain agendas, artifacts, decisions, and action logs.
  • Facilitate non-platform book of work reviews to surface blockers/risks and drive remediation owners and timelines.
• Prioritize and single source of truth
  • Maintain 1–N priorities for DCM with quarterly refresh cycles; prepare executive-ready communications and readouts.
  • Build top-down and bottoms-up portfolio views to support decisions on prioritization, portfolio mix (discovery vs. execution), at-risk/blocked items, and capacity/staffing trade-offs.
• Cross-team readiness and alignment
  • Act as a common source of truth across partner workflows (e.g., GM team readiness for business requirements, D&A backlog, agile backlog, Connected Commerce and Consumer Bank roadmap alignment).
• Optimize portfolio tooling and automations to streamline intake processes, as an example and maintain rigorous data quality for decision-making
• Reporting and executive communications
  • Produce leadership dashboards and narrative summaries highlighting value, risks, blockers, and capacity signals; enable fast, fact-based decisions.

Required qualifications, capabilities, and skills

• 4+ years of experience in portfolio/program management, product operations, or PMO within financial services or a similarly regulated environment.
• Demonstrated practice running portfolio ceremonies (intake, prioritization, risk reviews) and maintaining a single, ordered backlog (1–N) across discovery and execution.
• Strong prioritization and trade-off skills; able to synthesize top-down strategic directives with bottoms-up effort, capacity, and dependency data.
• Experience coordinating with Data & Analytics and technology teams to ensure backlog readiness (clear requirements, sizing, acceptance, and sequencing).
• Proven ability to identify and manage cross-platform impacts and non-platform blockers/risks, driving accountable remediation.
• Tooling fluency with work management and collaboration platforms, ability to design automations and standardized timelines.
• Exceptional data hygiene discipline and reporting skills; able to define and enforce portfolio data quality standards and produce executive-ready materials.
• Excellent stakeholder management and communication skills, including cross-LOB alignment (e.g., with Consumer Bank and Merchant organizations).