Senior Portfolio Operations Manager

2 weeks ago


San Mateo, California, United States Currency Cloud Full time
Transform Portfolio Operations at Visa

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Job Description

The Commercial and Money Movement Solutions (CMS) organization brings payment solutions and associated services to clients around the globe. Our global clients and partners deploy our solutions to serve the needs of Small Businesses, Middle Market Clients, Large Corporate Clients, Multi Nationals, Treasury, and Government entities. We work closely with Issuers, Merchants, FinTechs and other players in the payments ecosystem to deliver these services.

Key Responsibilities
  • Lead the development and coordination of executive QBRs to report on delivery against our product roadmaps, highlight challenges and risks, and overall progress against CMS transformation priorities.
  • Partner closely with product and portfolio leads within VCS and MMS to define templates, identify operational efficiencies, optimize processes, and define and standup new frameworks as needed.
  • Become a Jira Align (JA) subject matter expert and partner with leads across CMS Product and Technology to optimize JA adoption, set up appropriate work hierarchies, and automate reporting.
  • Lead the overall agile transformation effort across CMS including definition of OKRs and ownership of the roadmap. Work with senior leaders in Product and Technology and their supporting product delivery teams to define and assess options, and drive execution of the CMS Transformation roadmap.
  • Represent CMS priorities while collaborating with the Central Product Operations team to align on Visa-wide transformation efforts, frameworks and processes.
Requirements
  • 8 or more years of relevant work experience with a bachelor's degree or at least 5 years of experience with an advanced degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
  • A minimum of 8+ years of successful experience in progressive leadership roles in Product or Services in Payments or Technology industries with a priority on global B2B, B2B2C service models.
  • Previous experience in a portfolio operations role producing dashboards, templates and content for executive reviews, and facilitating cross-functional meetings with leadership.
  • Consulting background with experience reengineering and optimizing processes, defining and rolling out new frameworks and defining quantitative success metrics.
What We Offer

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.



  • San Mateo, California, United States Visa Full time

    Company OverviewVisa stands as a global frontrunner in the payments and technology sector, facilitating over 259 billion secure payment transactions annually across more than 200 countries and territories. Mission StatementOur aim is to unify the world through the most innovative, reliable, and secure payment network, empowering individuals, businesses, and...


  • San Mateo, California, United States Currency Cloud Full time

    Job DescriptionAt Visa, we're shaping the future of payments and technology. As a Senior Manager, Portfolio Operations, you'll play a critical role in driving our agile transformation journey across global product and technology teams.About the RoleWe're seeking a seasoned Lean Agile expert with extensive change leadership experience to lead transformation...


  • San Mateo, California, United States Visa Full time

    Company OverviewVisa stands as a premier entity in the payments and technology sector, facilitating over 259 billion secure payment transactions annually across more than 200 nations and territories. Mission StatementOur aim is to unify the globe through the most innovative, convenient, reliable, and secure payment network, empowering individuals,...


  • San Mateo, California, United States Visa Full time

    Company OverviewVisa stands as a global leader in payment solutions and technology, facilitating over 259 billion transactions annually across more than 200 countries and territories. Mission StatementOur goal is to connect the world through innovative, convenient, reliable, and secure payment networks, empowering individuals, businesses, and economies to...


  • San Mateo, California, United States Visa Full time

    Company OverviewVisa stands as a premier entity in the realm of payments and technology, facilitating over 259 billion transactions securely across more than 200 nations annually. Mission StatementOur goal is to unify the world through the most innovative, reliable, and secure payment network, empowering individuals, businesses, and economies to prosper....


  • San Mateo, California, United States Visa Full time

    Company OverviewVisa stands as a global frontrunner in payment solutions and technology, facilitating over 259 billion transactions annually across more than 200 countries and territories. Mission StatementOur aim is to unite the world through the most innovative, reliable, and secure payment network, empowering individuals, businesses, and economies to...


  • San Mateo, California, United States Visa Full time

    Company OverviewVisa stands as a premier entity in the realm of payments and technology, facilitating over 259 billion transactions securely across a diverse range of stakeholders including consumers, merchants, financial institutions, and governmental bodies in more than 200 countries annually. Mission StatementOur objective is to unify the globe through...


  • San Mateo, California, United States Kronos Bio Full time

    Job Title: Clinical Operations Portfolio ManagerKronos Bio is a leading company in the life sciences industry, and we are seeking a highly skilled Clinical Operations Portfolio Manager to lead the development and execution of the clinical operations portfolio strategy, aligning with company goals and ensuring optimal resource utilization across multiple...


  • San Mateo, California, United States Currency Cloud Full time

    About the RoleWe are seeking a highly experienced Senior Manager, Portfolio Operations to join our Commercial and Money Movement Solutions team. As a key member of our organization, you will play a vital role in leading portfolio operations workstreams and cadences, driving our agile transformation journey across our global product and technology teams.Key...


  • San Francisco, California, United States Cloverland Park Senior Living Full time

    About Cloverland Park Senior LivingPlease ensure you read the below overview and requirements for this employment opportunity completely.Cloverland Park Senior Living is a nonprofit organization dedicated to enhancing the quality of life for seniors through innovative solutions. With a proven track record, we invest in initiatives that promote healthier,...


  • San Diego, California, United States Fairgrove Property Management Full time

    Job OverviewFairgrove Property Management is a leading provider of residential property management services in Southern California. We are seeking a highly skilled Senior Portfolio Manager to oversee the day-to-day operations of a diverse portfolio of single-family homes and multi-family residential buildings.Key ResponsibilitiesManage the overall...


  • San Diego, California, United States Fairgrove Property Management Full time

    Job OverviewFairgrove Property Management is a leading provider of residential property management services in Southern California. We are seeking a highly skilled Senior Portfolio Manager to oversee the day-to-day operations of a diverse portfolio of units and single-family homes.Key ResponsibilitiesManage the overall performance of assigned properties,...


  • San Francisco, California, United States LAZ Parking Full time

    Job Title: Senior Portfolio ManagerJob Summary:We are seeking a highly skilled Senior Portfolio Manager to join our team at LAZ Parking. As a key member of our operations team, you will be responsible for overseeing the financial and operational performance of assigned portfolios, ensuring 24/7 professional parking management. If you have a passion for...


  • San Mateo, California, United States BeiGene Full time

    Company Overview:BeiGene, Ltd. is a leading global biotechnology firm focused on developing innovative cancer therapies through molecularly targeted and immuno-oncology approaches. With a dedicated workforce of over 10,000 across various countries, BeiGene is committed to advancing a robust pipeline of novel oral small molecules and monoclonal antibodies...


  • San Diego, California, United States axosbank Full time

    About This RoleAxos Bank is seeking a highly skilled Senior Portfolio Manager to join our team. As an Assistant Vice President of Commercial & Industrial Portfolio Management, you will be responsible for managing existing commercial loan relationships with a focus on non-real estate business verticals.Key ResponsibilitiesSupport the deal team in managing...


  • San Diego, California, United States axosbank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Axos Bank. As a key member of our Commercial & Industrial (C&I) Portfolio Management team, you will be responsible for managing a complex commercial loan portfolio, applying portfolio management processes and procedures, and commercial credit policy.Key...


  • San Francisco, California, United States Capital Engineering Full time

    We are looking for a skilled professional to become a key member of Capital Engineering's strategic Portfolio Operations team, focusing on enhancing commercial and strategic initiatives among the technology firms within our portfolio and our extensive network of industry-leading organizations. The Portfolio Operations team is dedicated to Capital...


  • San Diego, California, United States axosbank Full time

    About the RoleWe are seeking a highly experienced Senior Portfolio Manager to join our team at Axos Bank. As a key member of our Commercial Lending division, you will be responsible for managing and overseeing the Bank's commercial loan portfolio, focusing on continuous monitoring and risk management.Key ResponsibilitiesEstablish and implement...


  • San Diego, California, United States Chandler Asset Management Full time

    About UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the unique needs of our institutional clients. With over $35 billion in assets under management, we are committed to the philosophy of delivering value while effectively managing risk...

  • Portfolio Manager

    3 weeks ago


    San Diego, California, United States CFA Institute Full time

    About the RoleThe Portfolio Manager is a key position within our organization, responsible for the meticulous management of client portfolios. This role demands a seamless integration with the Investment Management Team, active participation in committees, and a consistent pulse on market developments to inform strategic decisions.Key ResponsibilitiesConduct...