603 - Product Portfolio Operations Manager - Planning & Efficacy

Job Description

Lead the planning engine that powers Marketing's product portfolio. Apply your financial acumen, analytical rigor, and strategic thinking to drive disciplined planning, governance, and efficacy measurement across a complex, fast-moving portfolio.

As a Product Portfolio Operations Manager in Marketing Product Portfolio Operations (PPO) , you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line. This role will support the Marketing Portfolio, owning the 6Q planning cadence, quarterly governance, and portfolio-wide efficacy measurement. You will partner closely with Finance, Business Management, Strategy, and product leaders to ensure investments align to Strategic Business Objectives, capacity matches demand, and every dollar delivers measurable value. Reporting to the Head of Product Portfolio Operations, you will operate in ambiguity, balance competing priorities, and drive continuous improvement in planning rigor and operational excellence.

Job responsibilities

• Own the 6Q planning cadence and portfolio roadmap, coordinating with Finance, Business Management, Strategy, and Planning leads to drive unified planning, alignment, and prioritization across the Marketing portfolio
• Lead Quarterly Investment Planning (QIP) interlocks and deliverables, balancing capacity and funding while driving trade-offs and ensuring alignment to Strategic Business Objectives
• Drive quarterly initiative governance and hygiene, conducting tollgate reviews, enforcing Jira Align standards, and providing monthly stakeholder materials to improve operational efficiency and predictability
• Measure and report budget vs. actual performance on Investment Proposals (IPs) across LOBs and marketing entities, standardizing value measurement and ensuring consistency in reporting
• Review and challenge business cases, publishing efficiencies, OKRs, and scorecards to articulate value delivered and enable informed funding decisions
• Guide Area Product Owners (APOs) to improve planning and execution, seeking operational efficiency opportunities and reducing Strategic Portfolio Alignment (SPA) participation through scope clarity
• Partner with CCB Product Operations, Finance, and Business Management to align governance processes, improve Jira Align hygiene, and drive continuous improvement in planning and reporting practices
• Support Marketing Product Employee Experience by identifying capacity constraints, informing hiring and location strategy, and enabling data-driven resource planning decisions

Required qualifications, capabilities, and skills

• 5+ years of experience in program management, Product Portfolio Operations, or performance optimization within complex, multi-product environments
• Strong financial background with proven ability to manage budgets, analyze variances, and partner with Finance and Business Management on planning and reporting
• Demonstrated analytical expertise, including proficiency with advanced analytics tools and methodologies to deliver actionable insights and support strategic decision-making
• Proven ability to operate in ambiguity with minimal direction, balancing competing priorities and driving clarity in complex, fast-moving environments
• Experience managing governance processes, including quarterly planning cycles, business case reviews, and portfolio-level reporting
• Proven ability to operate within the product development life cycle and agile methodologies, with strong understanding of dependency management and cross-functional coordination
• Excellent communication and stakeholder management skills, with ability to influence senior leaders and drive alignment across multiple teams and functions

Preferred qualifications, capabilities, and skills

• Experience in operations for complex portfolios (groups of products) within financial services or large enterprise environments, with familiarity in planning, location strategy, and capacity planning practices
• Advanced knowledge of dependency management, cross-functional workstreams, and continuous improvement in reporting and analytics processes
• Proficiency with Jira Align, Tableau, and other portfolio management and analytics tools
• Agile or portfolio management certifications (e.g., SAFe, PMP, Certified Scrum Master)
• Demonstrated success in delivering actionable insights and supporting strategic decision-making across multiple teams and functions

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.

The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm’s data sharing principles of security, customer control and convenience, and privacy.