About The Position

The Head, Technology Portfolio Management, Transaction Banking is the accountable executive for integrated management and delivery oversight of the full Transaction Banking technology portfolio spanning digital channels, ledger and payments. The role converts business and technology strategy into a prioritized, funded and executable portfolio; oversees multiple concurrent programs and projects, including Tier 1 initiatives; and provides senior executives with a trusted view of portfolio health, value, risk, dependencies and decisions. The role leads a significant, high-complexity, multi-year portfolio with substantial regulatory and risk oversight. It manages aggregate portfolio financials, including budget, forecasts, actuals, variances and benefits realization; operates portfolio governance and controls; and leads senior program and project management talent. The current portfolio scale is approximately $235 million for 2026, with a similar level anticipated for 2027, subject to annual planning and approval. The portfolio covers Transaction Banking digital channels, client connectivity and servicing capabilities; modern ledger and ledger integration; and wholesale payments platforms and rails. It includes multiple concurrent, interdependent transformation programs and technology initiatives, including high-complexity and Tier 1 work with material enterprise dependencies. Portfolio headcount, vendor spend, geographic mandate and committee memberships are to be confirmed through role evaluation and annual planning. The position is based in New York, New York, and is listed as 40 hours per week. Occasional domestic travel is required; international travel is never required. The physical requirements include continuous sedentary work and prolonged concentration, with occasional standing, walking, sitting-related movement, lifting or carrying under 25 pounds, and other occasional movements as specified in the job posting.

Requirements

  • 15+ years of progressive experience in financial-services technology, portfolio, program or transformation leadership, including significant executive-level accountability in a complex regulated institution.
  • Demonstrated success overseeing a significant portfolio of multiple concurrent, high-complexity programs and projects, including Tier 1 initiatives and substantial technology investment.
  • Deep knowledge of Transaction Banking technology domains, including corporate digital channels and connectivity, payments and cash-management infrastructure, liquidity solutions, ledger or core-banking integration, APIs, data, cloud platforms and platform modernization.
  • Proven experience with portfolio financial management, integrated planning, benefits realization, vendor oversight, delivery governance and executive reporting.
  • Experience leading senior program and project management teams and influencing large matrixed delivery organizations across business, technology and control functions.
  • Demonstrated delivery in environments with material regulatory, cyber, operational resilience, data and third-party risk requirements.
  • Enterprise portfolio strategy, prioritization and investment governance skills.
  • Executive judgment, commercial acumen and value-based decision-making skills.
  • Integrated roadmap, dependency, critical-path and risk-management skills.
  • Technology fluency across architecture, engineering, cloud, APIs, data, cybersecurity, resilience and platform operating models.
  • Outstanding executive communication and board-level storytelling, including the ability to present concise, evidence-based decisions and trade-offs.
  • Strong stakeholder influence, conflict resolution and ability to lead through ambiguity without relying solely on direct authority.
  • People leadership, talent development, succession planning and ability to create high-performing, inclusive teams.
  • Undergraduate degree in Computer Science, Engineering, Information Systems, Business, Finance or a related discipline.

Nice To Haves

  • MBA, advanced technical degree or equivalent executive experience.

Responsibilities

  • Define and maintain the integrated Transaction Banking technology strategy, investment thesis and multi-year roadmap across digital channels, ledger and payments, in partnership with Product, Operations and Architecture.
  • Translate business priorities, architecture visions, regulatory obligations and platform health needs into a sequenced portfolio with clear outcomes, dependencies and funding requirements.
  • Recommend portfolio investment, sequencing, capacity and scope trade-offs; stop, defer or redirect work when value, readiness, risk or strategic alignment is insufficient.
  • Balance transformation, modernization, resilience, regulatory and mandatory commitments, and sustainable run-state outcomes.
  • Oversee end-to-end delivery performance across in-scope multi-year programs, projects and agile teams, ensuring execution against approved scope, milestones, budget, quality and benefits.
  • Own the integrated portfolio plan, critical path and cross-domain dependency view, resolving conflicts across channels, ledger, payments and shared enterprise platforms.
  • Establish intervention and escalation mechanisms, identify emerging slippage and drive corrective action and executive decisions.
  • Ensure disciplined transition from design and build through testing, implementation, stabilization and hand-off to accountable run-state owners.
  • Own aggregate portfolio financial management, including annual planning, forecasts, actuals, variances, vendor commitments and investment transparency.
  • Align funding and capacity to high-value and high-obligation priorities, maintaining traceability from investment to deliverables, outcomes and benefits.
  • Establish benefits baselines and oversee realization of client, financial, operational, resilience and risk outcomes; address benefit leakage and underperformance.
  • Optimize deployment of senior program, project and specialized resources across the portfolio.
  • Operate portfolio governance as a decision system, with clear accountabilities, decision rights, escalation thresholds, KPIs, executive reporting and follow-through.
  • Maintain an integrated view of delivery, technology, operational, cyber, data, regulatory, third-party and change risks, including assumptions and dependencies.
  • Embed risk and control requirements from design through implementation and ensure portfolio evidence supports audit, regulatory and governance expectations.
  • Provide strategic guidance to business and functional leaders on material portfolio issues and ensure concerns are managed within enterprise risk appetite.
  • Provide a credible executive narrative on portfolio status, value, financials, risks, dependencies and decisions required.
  • Lead and develop senior program managers, project managers and portfolio specialists; build succession, capability and disciplined performance management across the function.
  • Create a culture of accountability, transparency, constructive challenge, inclusion and continuous improvement.
  • Act as the senior portfolio management advisor to Transaction Banking Product, Technology, Operations, Architecture, Finance, Risk and Compliance leaders.

Benefits

  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off, including Vacation PTO, Flex PTO and Holiday PTO
  • Banking benefits and discounts
  • Career development
  • Reward and recognition
  • Training programs
  • Mentoring programs
  • Online learning platform
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