Job Description

Job Description

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).

Preferred qualifications, capabilities, and skills

• Developed knowledge of the product development life cycle

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.

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