Director, Portfolio Operations & Demand Management

Fiserv•Berkeley Heights, NJ

About The Position

You will be a key member of the Portfolio Management leadership team, partnering closely with the Technology Portfolio Management Lead. You will own the end-to-end demand management and portfolio operations engine—ensuring high-quality intake, standards-based artifacts, dependable reporting, and portfolio hygiene across a complex technology landscape. You will drive process improvements, metrics and analysis, and project auditing, including the use of AI-enabled techniques to improve artifact quality, consistency, and decision-readiness.

Requirements

8+ years of experience in portfolio operations, PMO/program management, technology governance, demand management, or delivery management within large, complex organizations
Demonstrated experience owning intake/demand processes and governance routines that enable transparent prioritization, sequencing, and delivery oversight
Strong analytical capability (metrics definition, trend analysis, and insight generation) with the ability to translate data into clear recommendations and executive-ready reporting
Experience establishing standards and improving artifact quality across portfolios (templates, readiness criteria, data quality controls, and consistent reporting)
Experience conducting project/program audits or health assessments, documenting findings, and driving corrective actions to closure with delivery owners
Hands-on experience with common portfolio and delivery toolsets (e.g., Clarity PPM and Jira) and proficiency with Microsoft 365 (Excel, PowerPoint, Teams)
Must have experience operating across mixed delivery methodologies (Agile, hybrid, and Waterfall) and adapting metrics, reporting, and governance expectations to differing team maturity
Strong stakeholder management skills and comfort partnering across technology, finance, product, operations, and risk/compliance
Bachelor's degree in information technology, business, finance, analytics, or a related field, or equivalent combination of education, related experience and/or military experience
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Nice To Haves

Experience with product portfolio/roadmapping tools (e.g., Aha!) and integrating upstream prioritization into technology intake and execution tracking
Experience designing AI-enabled or automated workflows for portfolio operations (e.g., artifact quality scoring, automated completeness checks, summarization, and dashboard automation)
Experience in financial services, payments, financial technology, or similarly regulated industries
PMP, PgMP, SAFe, ITIL, Lean/Six Sigma, or equivalent portfolio/delivery/process improvement certification

Responsibilities

Own the demand management process for Merchant Solutions Technology, including intake, triage, routing, and readiness criteria—ensuring submissions are complete, comparable, and decision-ready
Define and maintain portfolio standards, templates, and artifact quality expectations
Operate portfolio reporting and performance routines (weekly/monthly/quarterly), producing executive-ready dashboards and narratives on throughput, health, risks/issues, dependencies, and investment performance
Drive portfolio data quality and hygiene across tooling (e.g., Clarity PPM and Jira), including taxonomy, workflow states, required fields, and governance controls
Lead project/program audits and health assessments to validate delivery artifacts, status accuracy, controls, and adherence to governance expectations; track findings and drive closure with delivery owners
Develop and maintain a portfolio metrics and analysis capability (capacity, demand, cycle time, predictability, value delivery, benefits realization support, and aging work) to inform prioritization and trade-off decisions
Identify and implement process improvements across the portfolio lifecycle (intake-to-close), balancing standardization with flexibility across Agile, hybrid, and Waterfall teams
Evaluate and apply AI-enabled approaches to accelerate artifact creation, quality assessment, and insights generation (e.g., automated checks for completeness/consistency, summarization, and risk signal detection)
Partner with Product/Business teams adopting Aha! (or similar) for upstream planning and prioritization, ensuring seamless integration from strategy through technology intake and execution tracking