1,144 Financial Strategist jobs in the United States
Principal Financial Strategist
Posted 7 days ago
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Job Description
Your duties will include evaluating potential mergers, acquisitions, and divestitures, conducting feasibility studies, and advising on optimal capital structure. You will manage complex financial forecasts, analyze performance against strategic goals, and identify opportunities for cost optimization and revenue enhancement. This role requires a strong understanding of capital markets, regulatory frameworks, and economic trends impacting the banking and finance sector. You will also collaborate with executive leadership, providing critical financial insights and recommendations to support strategic initiatives. The Principal Financial Strategist will play a key role in shaping the company's financial future and ensuring sustainable profitability.
A Master's degree in Finance, Economics, Business Administration, or a related field is required, along with a CFA designation or equivalent experience. A minimum of 10 years of progressively responsible experience in financial strategy, corporate development, or investment banking is essential. Proven ability in advanced financial modeling, valuation techniques, and strategic planning is a must. Exceptional analytical, negotiation, and communication skills, with the ability to present complex financial information clearly and concisely to diverse audiences, are critical. Experience with complex financial instruments and a deep understanding of global financial markets are highly valued.
Financial Marketing Strategist
Posted 3 days ago
Job Viewed
Job Description
About the job Financial Marketing Strategist
Are you a strategic thinker with a passion for financial marketing? Join our dynamic team at a NYC-based creative advertising agency, specializing in real estate and financial services, as a Financial Marketing Strategist. In this role, you will play a crucial part in developing and executing innovative marketing strategies to elevate our clients' brands in the competitive market.
As a Financial Marketing Strategist, you will work and directly report to the company's leader on a day-to-day basis. This collaborative partnership will provide you with the opportunity to contribute directly to the company's strategic vision and make a significant impact on our marketing efforts.
Your main responsibilities will include:
Work with cross-functional teams, such as creative, digital, and leadership
develop comprehensive marketing strategies
market research, identifying trends
crafting strategic plans to enhance brand visibility and drive business growth
analyze campaign performance
provide insights for continuous improvement
Skills Needed:
- Minimum of 5 years' experience in financial marketing or related field
- Proven success in developing and implementing effective marketing strategies
- Strong analytical skills with the ability to interpret data and trends
- In-depth knowledge of B2B and B2C marketing principles in the financial sector
- Excellent communication and presentation skills
- Ability to work collaboratively in a fast-paced environment
- Strategic thinking and problem-solving abilities
- Proficiency in marketing analytics tools
It is a full-time position with hybrid work options in NYC.
The salary range is ranging from $95,000 to $125,000, and benefits will be discussed during the interview process.
To apply, please submit your resume and portfolio link/case studies for immediate consideration.
Due to the volume of applications, we are unable to respond to each application personally. If we are interested in your qualifications, we will contact you via telephone or email as soon as possible. By applying for this position, you agree to be contacted by email or text message. Message and data rates may apply.
icreatives is an Equal Employment Opportunity Employer. All qualified applicants and talent will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristics protected by law. We believe in providing a culture that embraces and champions diversity, equity, and inclusion because it truly fosters creativity.
Budget & Financial Management Strategist

Posted 16 days ago
Job Viewed
Job Description
Operational Effectiveness
**Travel Required** **:**
Up to 10%
**Clearance Required** **:**
Active Top Secret SCI with Polygraph
**What You Will Do** **:**
Guidehouse supports Front Office Management teams' for our diverse set of Defense and Security customers with strategic budget planning, budget execution monitoring, and governance capability development and sustainment. We work closely with senior level officials from our client offices' as well as their stakeholders (e.g. oversight, internal leadership, and CFO POCs) to understand technical and operational requirements of the office and then tie those needs to resource requirement justification which are clear, measurable, and aligned with strategic priorities. We leverage teams' with diverse experiences to develop and implement capabilities which help these customers plan and track resources in accordance with their goals to drive efficiencies and accurate measures of return on investment.
**What You Will Need** **:**
+ An ACTIVE and MAINTAINED TS/SCI Federal or DoD security clearance with a FULL SCOPE (FS/FSP) polygraph
+ Bachelor's Degree; FOUR (4) years of additional professional experience in lieu of Bachelor's
+ FIVE (5)+ years of professional experience
**What Would Be Nice To Have** **:**
+ Experience in the Intelligence Community (IC)
+ Understanding of Federal Budgeting processes and cycles, including those in the IC
+ Understanding of Momentum finance system
+ Strong organizational and communication skills
+ Ability to self-motivate and work independently, with quality
+ Ability to work collaboratively with teammates and clients
**What We Offer** **:**
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
+ Medical, Rx, Dental & Vision Insurance
+ Personal and Family Sick Time & Company Paid Holidays
+ Position may be eligible for a discretionary variable incentive bonus
+ Parental Leave and Adoption Assistance
+ 401(k) Retirement Plan
+ Basic Life & Supplemental Life
+ Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
+ Short-Term & Long-Term Disability
+ Student Loan PayDown
+ Tuition Reimbursement, Personal Development & Learning Opportunities
+ Skills Development & Certifications
+ Employee Referral Program
+ Corporate Sponsored Events & Community Outreach
+ Emergency Back-Up Childcare Program
+ Mobility Stipend
**About Guidehouse**
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
_Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._
Budget & Financial Management Strategist

Posted 16 days ago
Job Viewed
Job Description
Operational Effectiveness
**Travel Required** **:**
Up to 10%
**Clearance Required** **:**
Active Top Secret SCI with Polygraph
**What You Will Do** **:**
Guidehouse supports Front Office Management teams' for our diverse set of Defense and Security customers with strategic budget planning, budget execution monitoring, and governance capability development and sustainment. We work closely with senior level officials from our client offices' as well as their stakeholders (e.g. oversight, internal leadership, and CFO POCs) to understand technical and operational requirements of the office and then tie those needs to resource requirement justification which are clear, measurable, and aligned with strategic priorities. We leverage teams' with diverse experiences to develop and implement capabilities which help these customers plan and track resources in accordance with their goals to drive efficiencies and accurate measures of return on investment.
**What You Will Need** **:**
+ An ACTIVE and MAINTAINED TS/SCI Federal or DoD security clearance with a FULL SCOPE (FS/FSP) polygraph
+ Bachelor's Degree; FOUR (4) years of additional professional experience in lieu of Bachelor's
+ FIVE (5)+ years of professional experience
**What Would Be Nice To Have** **:**
+ Experience in the Intelligence Community (IC)
+ Understanding of Federal Budgeting processes and cycles, including those in the IC
+ Understanding of Momentum finance system
+ Strong organizational and communication skills
+ Ability to self-motivate and work independently, with quality
+ Ability to work collaboratively with teammates and clients
**What We Offer** **:**
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
+ Medical, Rx, Dental & Vision Insurance
+ Personal and Family Sick Time & Company Paid Holidays
+ Position may be eligible for a discretionary variable incentive bonus
+ Parental Leave and Adoption Assistance
+ 401(k) Retirement Plan
+ Basic Life & Supplemental Life
+ Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
+ Short-Term & Long-Term Disability
+ Student Loan PayDown
+ Tuition Reimbursement, Personal Development & Learning Opportunities
+ Skills Development & Certifications
+ Employee Referral Program
+ Corporate Sponsored Events & Community Outreach
+ Emergency Back-Up Childcare Program
+ Mobility Stipend
**About Guidehouse**
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
_Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._
Syndicated Portfolio Management
Posted today
Job Viewed
Job Description
Summary:
We are seeking a detail-oriented Portfolio Manager to oversee the performance and integrity of our Syndicated loans portfolio. This role is critical in ensuring sound risk management, regulatory compliance, and optimal asset performance. The ideal candidate will bring strong analytical skills, knowledge of OCC standards, and hands-on experience in transaction monitoring and stress testing.
Key Responsibilities
- Monitor and evaluate portfolio transactions to ensure alignment with credit strategy and risk parameters
- Oversee the performance of portfolio assets, identifying trends and early warning signals
- Manage periodic renewals and ensure timely updates of credit files and borrower profiles
- Conduct periodic reviews in accordance with OCC guidelines and internal standards
- Perform stress testing to assess portfolio resilience under adverse scenarios
- Track and monitor covenant compliance, escalating breaches and recommending corrective actions
- Maintain accurate portfolio data and produce reports on exposure, concentration, liquidity, and profitability for management and regulatory purposes.
- Provide risk appetite guidance to relationship managers and credit teams
- Monitor and report on asset quality, including delinquencies, impairments, and recoveries
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (MBA or CFA preferred)
- 5–8 years of experience in syndicated loan portfolio management, credit risk, corporate credit analysis or financial analysis
- Strong understanding of OCC regulations, covenant structures, and stress testing methodologies
- Proficiency in portfolio monitoring tools and financial reporting systems
- Excellent analytical, organizational, and communication skills
- Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
SUPERVISORY RESPONSIBILITIES
Employee does not have any supervisory responsibilities
BSA COMPLIANCE
I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank’s Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank’s BSA/AML/OFAC Program to the Bank’s BSA Department.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIROMENT
The work environment characteristics described here are representative of those employees’ encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
Intercredit Bank is a equal opportunity employer.
Manager, Portfolio Management
Posted today
Job Viewed
Job Description
As the Manager, Portfolio Management at Disney Experiences Technology, you will play a crucial role in creating world-class immersive digital experiences for Disney's premier vacation brands. You will lead the strategic roadmap, annual and long-term capital and expense plans, and portfolio forecast planning of projects and operations. This role is essential in ensuring the organization meets its overall strategic and financial goals by collaborating with executives and aligning resources across portfolios.
**What You'll Do:**
In this role, you will be responsible for leading the Technology S/VP(s) portfolio(s), managing strategic planning, and ensuring portfolio performance aligns with financial targets. You will work closely with executives to communicate priorities, anticipate risks, and provide actionable recommendations. This role is vital in fostering a collaborative environment and driving the success of Disney Experiences Technology. Key skills required include strategic thinking, collaboration, and effective communication.
+ Drive S/VP portfolio level accountability to meet financial targets.
+ Lead portfolio planning, forecast, and governance for a portfolio(s) of $250M+.
+ Communicate portfolio performance for executive consumption, increasing transparency of risks and opportunities.
+ Manage plans and roadmaps for S/VP portfolios with key partners, providing deliverables for key finance milestones.
+ Deliver prioritized S/VP portfolio input to forecasts in alignment with key parameters.
+ Anticipate risks and opportunities, sharing insights and making actionable recommendations to executives.
+ Maintain a continuous view of resource demand and capacity across the portfolio, planning for leveled resource allocation.
+ Foster relationships within DX Technology finance, capital planning, sourcing, and other departments to accomplish goals.
+ Effectively communicate, including delivering difficult messages to executives, partners, and finance.
+ Inspire, motivate, and lead the team to deliver value to DX Technology.
+ Provide continuous coaching and feedback, supporting team growth and development.
+ Create an environment where Disney values are experienced, encouraging creative problem solving and ensuring everyone's voice is heard.
**Required Qualifications:**
+ Minimum of 8 years of portfolio/financial demand management experience.
+ Practical experience in understanding technology project/product financial analysis, financial reporting, and cause-of-change explanations.
+ Experience in product-oriented organizations using agile methodologies.
+ Experience with a variety of software delivery methodologies (e.g., Agile: Scrum, Lean, etc.).
+ Practiced in project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning).
+ Strategic planning partner for key planning milestones (long term & annual planning).
+ Experience working with multiple technical teams and finance.
+ Excellent business communication, writing, and interpersonal skills.
+ Proactive and solution-oriented when managing issues.
+ Demonstrated analysis/assessment capabilities.
+ Proven mentoring and coaching abilities to ensure effective growth and development of the team.
+ MS Office proficient; strong skills in PPT/Keynote and Excel.
+ Extensive experience with industry-standard PPM tools; CA Clarity PPM experience preferred; reporting tool(s) experience preferred
**Required Education**
Bachelor's degree required or related field/work experience
#DISNEYTECH
**Job ID:**
**Location:** Orlando,Florida
**Job Posting Company:** Disney Experiences
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
Portfolio Management Analyst

Posted 1 day ago
Job Viewed
Job Description
This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.
**Job Responsibilities:**
+ Manage portfolio exceptions of JPMWM SBL clients
+ Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
+ Review and assist with resolution of margin calls with JPMWM Advisors
+ Work with the estates team to manage pipeline and ensure timely resolution
+ Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
+ Identification of operational gaps and ensure resolution
**Required qualifications, capabilities, and skills** :
+ General understanding of credit products/commercial lending concepts
+ Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
+ Strong analytical and problem-solving skills
+ Excellent communication, presentation, and personal skills
+ Ability to think critically and multi-task
+ Perform tasks with limited supervision
**Preferred qualifications, capabilities, and skills** :
+ Preferred Bachelor's degree in a business-related field
+ Candidates should have 3-5 years of private banking/asset management and credit/lending experience
+ General understanding of financial markets and securities industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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Manager- Portfolio Management

Posted 1 day ago
Job Viewed
Job Description
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
The Portfolio Manager role will be supporting the Enterprise Cloud portfolio reporting to the Director - Portfolio Management, and work with senior Technology leaders to manage the Operating Expense plan with a strategic focus on expense optimization. The successful candidate will have deep Opex analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships with the team and partners.
Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment.
**Key Responsibilities Include:**
+ Partner with the Portfolio Director, team and partners to help define, plan, and build the technology Opex portfolio for Enterprise Cloud.
+ Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk and opportunity identification.
+ Take ownership in managing and ensuring successful financial and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.
+ Build strong partnerships with technology, finance, and business stakeholders to maintain and deliver against technology roadmaps.
+ Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback.
+ Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business.
+ Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan.
+ Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines.
+ Support development of change management initiatives, implementation strategy, and enabling tools/processes.
**Minimum Qualifications**
+ Bachelor's Degree
+ Data Analytics and Financial modeling
+ 5 years of Portfolio or Program Management experience, in a large technology organization.
+ Ability to execute and maintain high performance under tight timelines.
+ Must be a team player and able to work collaboratively with and through others.
**Preferred Qualifications**
+ Superb written and verbal communication; advanced or expert Excel, PowerPoint and visual presentation skills.
+ Problem solving and root cause identification skills.
+ Cloud Technology knowledge.
+ Literacy in financial modeling/analysis; should be able to connect strategy to financial results.
+ Excellent at building relationships and inspiring others.
+ Ability to influence others and move toward a common vision or goal.
+ Flexible and adaptable; able to work in ambiguous situations.
+ Organized with a natural inclination for planning strategy and tactics.
**Qualifications**
Salary Range: $110,000.00 to $190,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Technology
**Primary Location:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:**
Application Portfolio Management

Posted 1 day ago
Job Viewed
Job Description
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Application Portfolio Management

Posted 2 days ago
Job Viewed
Job Description
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.