Product Portfolio Operations Director, CCB Finance Product & Transformation

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2 Locations
Hybrid
Expert/Leader
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads portfolio operations and strategic execution across finance product areas. Serves as chief of staff, coordinates cross-product initiatives, drives prioritization and investment decisions, manages change and enablement, tracks productivity outcomes, and improves governance, reporting, and operating cadence. Leads and develops a team responsible for portfolio management, metrics, and reporting while partnering with senior stakeholders across product, technology, data, design, finance, risk, and other functions.
Summary Generated by Built In

Job Description:
Bring your leadership, operating rigor, and strategic execution skills to a high-impact role that helps shape how finance products deliver outcomes at scale. You will work closely with senior leaders to align priorities, accelerate delivery, and strengthen the operating cadence across a complex, matrixed environment.

 

As a Product Portfolio Operations Director at JPMorganChase within Consumer & Community Banking Finance Product and Transformation, you will lead portfolio operations and strategic execution across multiple finance product areas and partner portfolios. You will enable clear decision-making, executive-ready communications, and measurable progress against enterprise priorities, while helping leaders drive change management and organizational effectiveness. You will also support talent and engagement outcomes for a product organization, ensuring teams stay focused on what matters most.

 

Job responsibilities

  • Serve as chief of staff to the head of product, driving executive action tracking, meeting preparation, decision follow-through, and leadership communications
  • Coordinate cross-product initiatives, aligning plans, roadmaps, metrics, and best practices with finance and partner leadership teams
  • Produce executive-ready updates and materials that clearly communicate progress, trade-offs, risks, and decisions needed
  • Drive portfolio prioritization and investment trade-off discussions, articulating options and expected benefits in a clear, outcomes-focused way
  • Lead change management coordination across product, technology, data, design, and key partner functions to improve execution and adoption
  • Shape enablement strategies for new tools and ways of working for a large finance employee population, focusing on adoption and measurable impact
  • Operate as a front door and triage point for forecasting transformation work, ensuring clear intake, alignment, and delivery coordination
  • Track and report productivity outcomes, translating improvements into insights that inform reinvestment and resourcing decisions
  • Benchmark portfolio operations against leading product organizations and apply improvements to portfolio cadence, governance, and reporting
  • Lead, coach, and develop a small team responsible for portfolio management, metrics, and reporting, setting high standards for quality and execution

Required qualifications, capabilities, and skills

  • Formal training or certification on product portfolio operations concepts and 10+ years applied experience
  • Three years of experience leading and developing teams, including setting priorities, coaching, and driving accountability
  • Demonstrated ability to execute cross-portfolio initiatives in complex, matrixed organizations with multiple senior stakeholders
  • Proven track record delivering strategic initiatives within finance, data, or product management environments
  • Advanced stakeholder management skills, with the ability to influence outcomes, manage trade-offs, and drive alignment across functions
  • Strong executive communications skills, including concise writing, storytelling, and creating leadership-ready materials
  • Bias for action and sound judgment when operating with incomplete information, ambiguity, or shifting priorities
  • Strong analytical and operational rigor, including defining metrics, tracking outcomes, and improving operating cadence
  • Proficiency with common work management and productivity tools (for example, Jira, Excel, and PowerPoint) and the ability to learn modern data platforms quickly

Preferred qualifications, capabilities, and skills

  • Experience supporting finance modernization, forecasting transformation, or process and controls modernization initiatives
  • Experience building and running portfolio operating cadences (for example, objectives and key results, quarterly planning, and governance routines)
  • Familiarity with modern data platforms (for example, Databricks) and AI-assisted tooling to improve workflow productivity
  • Experience partnering with legal, risk, compliance, controls, human resources, and recruiting to drive smooth execution and governance
  • Experience designing enablement and adoption strategies for enterprise tooling changes at scale
About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Skills Required

  • Formal training or certification in product portfolio operations concepts
  • 10+ years of applied experience
  • Three years of experience leading and developing teams
  • Experience executing cross-portfolio initiatives in complex, matrixed organizations
  • Track record delivering strategic initiatives within finance, data, or product management environments
  • Advanced stakeholder management skills
  • Strong executive communications skills, including concise writing, storytelling, and leadership-ready materials
  • Ability to operate with incomplete information, ambiguity, and shifting priorities
  • Strong analytical and operational rigor, including metrics and outcome tracking
  • Proficiency with Jira, Excel, PowerPoint, and similar productivity tools
  • Experience supporting finance modernization, forecasting transformation, or process and controls modernization
  • Experience building and running portfolio operating cadences
  • Familiarity with modern data platforms such as Databricks and AI-assisted tooling
  • Experience partnering with legal, risk, compliance, controls, human resources, and recruiting
  • Experience designing enablement and adoption strategies for enterprise tooling changes

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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