About The Position

The Head, Technology Portfolio Management, Transaction Banking is the accountable executive for the integrated management and delivery oversight of the Transaction Banking technology portfolio spanning digital channels, ledger and payments. The role translates business and technology strategy into a prioritized, funded and executable portfolio, oversees concurrent programs and projects—including Tier 1 initiatives—and provides senior executives with a consolidated view of portfolio health, value, risk, dependencies and decisions. The position leads a significant, high-complexity, multi-year portfolio with substantial regulatory and risk oversight. It owns aggregate financial management, including budget, forecasts, actuals, variances and benefits realization; operates portfolio governance and controls; and leads senior program and project management talent. The current 2026 portfolio is approximately $235 million, with a similar scale anticipated for 2027, subject to annual planning and approval. The portfolio includes Transaction Banking digital channels, client connectivity and servicing capabilities; modern ledger and ledger integration; and wholesale payments platforms and rails. The role is accountable for integrated portfolio planning and prioritization, financial management, delivery governance, risk and control oversight, benefits realization, executive reporting and talent leadership. Portfolio headcount, vendor spend, geographic mandate and committee memberships are to be confirmed through role evaluation and annual planning.

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 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.
  • Expertise in enterprise portfolio strategy, prioritization and investment governance.
  • Executive judgment, commercial acumen and value-based decision making.
  • Integrated roadmap, dependency, critical-path and risk management capabilities.
  • Technology fluency across architecture, engineering, cloud, APIs, data, cybersecurity, resilience and platform operating models.
  • Outstanding executive communication and board-level storytelling; 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, working 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 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 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 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 and maintain 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 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.
  • Advise 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.
  • Foster accountability, transparency, constructive challenge, inclusion and continuous improvement.
  • Serve as 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
  • Variable compensation and incentive awards, potentially including cash and/or equity incentive awards
  • Training programs
  • Online learning platform
  • Mentoring programs
  • Competitive benefits plan
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service