Senior Manager of Portfolio Operations

2 weeks ago


San Mateo, California, United States Visa Full time

Company Overview
Visa 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 Statement
Our objective is to unify the globe through the most innovative, reliable, and secure payment network, empowering individuals, businesses, and economies to flourish while adhering to a shared mission – to uplift everyone, everywhere by being the optimal method for transactions.

Role Overview
The Commercial and Money Movement Solutions (CMS) division is dedicated to delivering payment solutions and related services to clients worldwide.

Our extensive clientele and partners utilize our offerings to cater to the requirements of Small Businesses, Middle Market Clients, Large Corporations, Multinational Enterprises, Treasury, and Governmental organizations.

The Portfolio Operations team operates within the CMS Strategy and Operations framework. The Senior Manager of Portfolio Operations will assist the Senior Director in steering portfolio operations initiatives and methodologies, while propelling our agile transformation journey across global product and technology teams.

Key Responsibilities
- Act as a change agent, collaborating closely with global product leadership and portfolio teams to foster the ongoing adoption of Visa's Transformation Reimagine Work initiatives across the Visa Commercial Solutions (VCS) and Money Movement Solutions (MMS) sectors.
- Lead the development and coordination of executive quarterly business reviews (QBRs) to evaluate delivery against product roadmaps, addressing challenges and risks, and monitoring overall progress against CMS transformation objectives.
- Collaborate with product and portfolio leads within VCS and MMS to define operational templates, identify efficiencies, optimize processes, and establish new frameworks as necessary.
- Become a subject matter expert in Jira Align (JA) and partner with CMS Product and Technology leads to enhance JA adoption, establish appropriate work hierarchies, and automate reporting.
- Spearhead the agile transformation initiative across CMS, including the definition of Objectives and Key Results (OKRs) and ownership of the transformation roadmap.

Qualifications
- A minimum of 8 years of relevant experience with a bachelor's degree or 5 years with an advanced degree (e.g., Masters, MBA, JD, MD) or 2 years with a PhD.
- Proven experience in progressive leadership roles within Product or Services in Payments or Technology sectors, focusing on global B2B and B2B2C service models.
- Experience in portfolio operations roles, producing dashboards and content for executive reviews, and facilitating cross-functional leadership meetings.

Work Environment
This is a hybrid role, requiring employees to work from the office 2-3 set days a week, with a general expectation of being in the office 50% or more of the time based on business needs.

Additional Information
This position may involve travel requirements of 5-10%.

Visa is an equal opportunity employer, ensuring that qualified applicants receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status.



  • 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 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 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 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 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 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...


  • San Jose, California, United States Western Alliance Bank Full time

    Job Title:AVP Portfolio Manager Equity Fund Resources Position Overview:The AVP Portfolio Manager is tasked with the critical role of evaluating, structuring, and underwriting Commercial Loans for the Equity Fund Resources division, ensuring adherence to the Bank's lending standards and protocols.This role involves overseeing loan management to effectively...

  • Portfolio Manager

    5 days 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...


  • San Francisco, California, United States Zions Bancorporation Full time

    At Zions Bancorporation, we foster a relationship-driven environment where our associates are equipped with the necessary tools, training, and opportunities to cultivate meaningful connections with clients and colleagues alike. Our organizational culture appreciates the diverse experiences, backgrounds, and perspectives of each associate, creating a...


  • San Francisco, California, United States Zions Bancorporation Full time

    At Zions Bancorporation, we foster a relationship-driven environment where our associates are equipped with the necessary tools, training, and opportunities to cultivate exceptional relationships with clients and colleagues alike. Our workplace culture celebrates the unique experiences, backgrounds, and perspectives of each associate, promoting a...


  • San Jose, California, United States Western Alliance Bank Full time

    Job Title:AVP Portfolio Manager Equity Fund Resources Role Overview:The AVP Portfolio Manager is tasked with the critical responsibility of evaluating, structuring, underwriting, and facilitating the closure of Commercial Loans for the Equity Fund Resources division, ensuring adherence to the Bank's lending standards and protocols. The Portfolio Manager will...

  • Portfolio Manager

    1 month ago


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

    Who are we? We're Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients' needs. We manage over $35 billion in assets and believe in the philosophy of creating value and managing risk with active management,...


  • San Jose, California, United States Western Alliance Bank Full time

    Position Title:AVP Portfolio Manager Equity Fund Resources Role Overview:The AVP Portfolio Manager is tasked with the critical function of evaluating, structuring, and underwriting Commercial Loans for the Equity Fund Resources division, ensuring adherence to the Bank's lending standards and protocols. This role involves overseeing loan management to...

  • Executive Director

    5 days ago


    San Mateo, California, United States Atria Senior Living Full time

    Job SummaryAtria Senior Living is seeking a highly skilled and experienced Executive Director to lead our community's day-to-day operations. As a key member of our team, you will be responsible for overseeing the overall performance of the community, ensuring high-quality services, and driving business growth.Key ResponsibilitiesStrategic Leadership: Develop...


  • San Mateo, California, United States Atria Senior Living Full time

    Key Responsibilities Oversee and lead a dedicated team in the upkeep and preventive maintenance initiatives for a designated community, focusing on the essential systems of the facility including HVAC, electrical, plumbing, carpentry, painting, major appliances, and amenities. This role also encompasses the management of external vendors and contractors, as...