Talent.com
Senior Solution Portfolio Manager, Financial Services
Senior Solution Portfolio Manager, Financial ServicesBox • Austin, TX, US
Senior Solution Portfolio Manager, Financial Services

Senior Solution Portfolio Manager, Financial Services

Box • Austin, TX, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Senior Solution Portfolio Manager, Financial Services

Box (NYSE : BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia.

By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It's the billions of files and information flowing across teams, departments, and key business processes every single day : contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift.

Box is the Content Cloud : the secure, intelligent platform that powers how the world's best companies work with content. Our customers in Financial Services run mission?critical, regulated workflows on Boxfrom KYC / AML and lending ops. We're investing in a solutions portfolio that packages repeatable, industry?grade workflows to accelerate adoption and deliver measurable outcomes.

We're looking for a Solutions Product Leader to define, build, and scale customer?abstracted solutions for Financial Services (FS). You will translate real customer signals into repeatable designs, lead cross?functional teams to bring them to market, and manage the portfolio with rigor so our customers adopt faster and realize more value.

What You'll Do

  • Intake and synthesize signals from customer conversations, field feedback, and SE demos to identify and size high?impact solution opportunities.
  • Provide vertical expertise on FS best practices and design compliant, customer?abstracted solution blueprints and Bills of Materials.
  • Lead cross?functional, scrum?like workstreams with Product, PMM, SEs, Services / Consulting, and Partners to build, package, and launch solutions.
  • Define and prioritize the solution backlog; make data?driven decisions on tiering, scaling, maintenance, and pruning across the portfolio.
  • Partner with Services to create implementation packages that accelerate time?to?adoption and ensure consistency in delivery.
  • Monitor adoption, pipeline influence, win rate, cycle time, deal size, ARR / AI consumption, WAUs, and time?to?adoption; course?correct based on insights.
  • Close the loop with Product by documenting functionality gaps, repeatable patterns, and proposed specs for productization.
  • Champion regulated workflow requirements and integration patterns across APIs, metadata models, and IDP / AI use cases.

Who You Are

  • 5 plus years hands?on experience in Financial Services workflows. FS examples : KYC / AML, client onboarding, lending operations, compliance, risk.
  • Deep understanding of core Banking workflows, best practices, and industry tech stack.
  • Background in implementation consulting, solutions architecture, product / program management, or industry operations with systems / process ownership.
  • Proven ability to translate complex workflows into scalable solution definitions, clear specs, and system requirements.
  • Track record leading multi?disciplinary initiatives with technical and non?technical stakeholders; comfortable running multiple concurrent tracks.
  • Strong written clarity for specifications, definitions, and portfolio documentation; skilled at simplifying complexity.
  • Data?driven operator with experience managing KPIs such as pipeline influence, win rate, cycle time, deal size, ARR / AI consumption, WAUs, and time?to?adoption.
  • Familiarity with enterprise SaaS in regulated contexts, integration patterns / APIs, metadata models, and IDP / AI (classification, extraction, redaction).
  • Bonus : Experience with partner delivery models or professional services; exposure to FINRA / SEC, GxP, FDA, or similar regulatory frameworks.
  • Box lives its values, with community and in-person collaboration being a core part of our culture. Boxers are expected to work from their assigned office a minimum of 3 days per week. Your Recruiter will share more about how we work and company culture during the hiring process.

    At Box, we believe unique and diverse experiences benefit our culture, our products, our customers, our company, and our world. We aim to recruit a passionate, high-performing workforce that reflects the world we live in. If you are head-over-heels about this role but unsure if you meet all the requirements, we encourage you to apply!

    Equal Opportunity

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, and any other protected ground of discrimination under applicable human rights legislation. Box strives to respect the dignity and independence of people with disabilities and is committed to giving them the same opportunity to succeed as all other employees. Inclusiveness is core to our culture at Box, and we strive to ensure you get the most from your interview experience.

    Box makes reasonable accommodations for applicants with disabilities. If a reasonable accommodation is needed to participate in the job application or interview process, please complete this form.

    [job_alerts.create_a_job]

    Senior Portfolio Manager • Austin, TX, US

    [internal_linking.similar_jobs]
    Senior Finance & Strategy Manager, FP&A

    Senior Finance & Strategy Manager, FP&A

    Coinbase • Austin, Texas, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Manager, SPWS Complex Reporting Manager, Investor Services

    Senior Manager, SPWS Complex Reporting Manager, Investor Services

    Charles Schwab • Pflugerville, TX, United States
    [job_card.full_time]
    In addition to a base salary, this role is also eligible for bonus or incentive opportunities.At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative pr...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Manager, Stock Plan Services

    Client Service Manager, Stock Plan Services

    Charles Schwab • Austin, Texas, US
    [job_card.full_time]
    Position Type : Regular Your opportunity At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Manager, Finance Systems & Strategy Portfolio Management

    Senior Manager, Finance Systems & Strategy Portfolio Management

    Visa • Austin, TX, United States
    [job_card.full_time]
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Product Manager, Cards

    Senior Product Manager, Cards

    Visa • Austin, TX, United States
    [job_card.full_time]
    Founded by experienced entrepreneurs and engineers in 2016, Pismo is a technology company that provides a comprehensive processing platform for banking, card issuing and financial market infrastruc...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Executive Partner - Banking & Financial Services (Wealth Management & Investments)

    Executive Partner - Banking & Financial Services (Wealth Management & Investments)

    Gartner • Austin, TX, United States
    [job_card.full_time]
    Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Risk Platform Product Management

    Director, Risk Platform Product Management

    Visa • Austin, TX, United States
    [job_card.full_time]
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Manager, Enterprise Integration

    Senior Manager, Enterprise Integration

    InsideHigherEd • Austin, Texas, United States
    [job_card.full_time]
    Senior Manager, Enterprise Integration.Job postings are removed from advertising at.Austin Community College employees are required to maintain a domicile in the State of Texas while working for th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Director (SUP)

    Portfolio Director (SUP)

    Republic National Distributing Company • Austin, TX, US
    [job_card.full_time]
    Location : Atlanta, GA, US, 30339 La Vista, NE, US, 68128 Rapid City, SD, US, 57703 Austin, TX, US, 78744 Jessup, MD, US, 20794 Sioux Falls, SD, US, 57104 Washington, DC, US, 20019 New Orleans, LA, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Product Manager, Core Banking

    Senior Product Manager, Core Banking

    Visa • Austin, TX, United States
    [job_card.full_time]
    Founded by experienced entrepreneurs and engineers in 2016, Pismo is a technology company that provides a comprehensive processing platform for banking, card issuing and financial market infrastruc...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager, Enterprise Transformation

    Manager, Enterprise Transformation

    Visa • Austin, TX, United States
    [job_card.full_time]
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Manager, Support and Services Tools (Service Cloud & Certinia)

    Senior Manager, Support and Services Tools (Service Cloud & Certinia)

    Procore • Austin, TX, United States
    [job_card.full_time]
    Senior Manager, Support and Services Tools.Procore's GTM Tech, Data & Process team.In this pivotal role, you will be directly responsible for developing and executing the Business Applications syst...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr Director Analyst, Risk Strategy for CIOs in Financial Services, Remote-Us, Remote-EMEA

    Sr Director Analyst, Risk Strategy for CIOs in Financial Services, Remote-Us, Remote-EMEA

    Gartner • Austin, TX, United States
    [filters.remote]
    [job_card.full_time]
    Senior Director, Analyst - Risk Strategy for CIOs in Financial Services, Remote-US, Remote-EMEA.Gartner is looking for a Senior Research Director, Analyst to provide insight to CIOs in the Financia...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Internal Audit - SOX Senior Manager

    Internal Audit - SOX Senior Manager

    Coinbase • Austin, Texas, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mortgage Compliance Manager

    Mortgage Compliance Manager

    Jobot • Austin, TX, US
    [job_card.full_time]
    Our mortgage company is expanding, and we are seeking an experienced Compliance Manager.This Jobot Job is hosted by : William Zaranka. Are you a fit? Easy Apply now by clicking the "Apply Now" button...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Manager, Finance Operations

    Senior Manager, Finance Operations

    University of Texas at Austin • Austin, TX, United States
    [job_card.full_time]
    Senior Manager, Finance Operations.About The University of Texas at Austin.What starts here changes the world.The University of Texas at Austin, founded in 1883, ranks among the best universities i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Manager - Stock Plan Services

    Client Service Manager - Stock Plan Services

    Charles Schwab • Pflugerville, Texas, US
    [job_card.full_time]
    Position Type : Regular Your opportunity At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Quantitative Portfolio Management Senior Analyst - Associate

    Quantitative Portfolio Management Senior Analyst - Associate

    Teacher Retirement System of Texas • Austin, TX, United States
    [job_card.full_time]
    Quantitative Portfolio Management Senior Analyst - Associate.Unclassified Regular Full-Time (URF).With the Investment Management Division (IMD) you will be joining a diverse group of achievers who ...[show_more]
    [last_updated.last_updated_30] • [promoted]