Talent.com
Senior Solution Portfolio Manager, Financial Services
Senior Solution Portfolio Manager, Financial ServicesBox • Chicago, IL, US
Senior Solution Portfolio Manager, Financial Services

Senior Solution Portfolio Manager, Financial Services

Box • Chicago, IL, 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.

    Notice to applicants in Los Angeles : Box, Inc and its related branches will consider for employment, qualified applicants with criminal histories in a manner consistent with the Los Angeles Fair Chair Ordinance.

    Notice to applicants in San Francisco : Box, Inc and its related branches will consider for employment, qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chair Ordinance.

    For details on how we protect your information when you apply, please see our Personnel Privacy Notice. If you are a California-resident, please read our California Applicant & Candidate Privacy Notice here.

    Box is committed to fair and equitable compensation practices. Actual base salary (or OTE if commissionable role) is dependent upon factors such as : knowledge, skill level, experience, and work location. This role is also eligible for equity and benefits. For more information on benefits, check out our healthcare benefits and additional Box Benefits + Perks.

    United States Pay Range

    $158,500 - $198,000 USD

    [job_alerts.create_a_job]

    Senior Portfolio Manager • Chicago, IL, US

    [internal_linking.similar_jobs]
    Senior Portfolio Manager (Hbrid)

    Senior Portfolio Manager (Hbrid)

    AbbVie • North Chicago, Illinois, USA
    [job_card.full_time]
    Develop execute and manage IT projects within the defined scope.Expedite manage and coordinated a multitude of interrelated IT project activities within the constraints of human...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]
    Portfolio Manager - AVP - Leveraged Finance

    Portfolio Manager - AVP - Leveraged Finance

    Associated Banc-Corp • Chicago, IL, United States
    [job_card.full_time]
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Success Manager

    Portfolio Success Manager

    ShipBob, Inc. • Chicago, IL, US
    [job_card.full_time]
    As a member of the ShipBob Team, you will.Grow with an Ownership Mindset.We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownersh...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Systems Lead

    Senior Financial Systems Lead

    William Everett • Chicago, IL, United States
    [job_card.full_time]
    William Everett is seeking a senior-level Finance Systems Leader with expertise in the Elite 3E law firm management platform to define strategic direction, lead complex migrations, and optimize fin...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Portfolio Manager

    Portfolio Manager

    Peak Properties • Chicago, IL, US
    [job_card.full_time]
    The Portfolio Manager reports to the Regional Property Manager and is responsible for preserving and increasing the value of a real estate investment. They manage the day-to-day operations for multi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Manager

    Portfolio Manager

    VirtualVocations • Chicago, Illinois, United States
    [job_card.full_time]
    A company is looking for a Portfolio Manager to oversee contract operations and ensure successful execution of business development activities. Key Responsibilities Oversees and manages multiple c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Manager, Portfolio Execution

    Senior Manager, Portfolio Execution

    RWE AG • Chicago, IL, United States
    [job_card.full_time] +1
    RWE Clean Energy, LLC is seeking a Senior Manager, Portfolio Execution.This is a full-time, permanent role based in-office with some travel to other RWECE office and field locations.The position is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Portfolio Manager - (WM)

    Senior Portfolio Manager - (WM)

    Midland States Bank • Chicago, IL, United States
    [job_card.full_time]
    Senior Portfolio Manager - (WM).At Midland, we're proud to be a little different.You can see it in our bright orange signs—but there's more to it than that. With our heartfelt and personalized appro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Oracle ERP Financials Senior Manager & Solutions Architect

    Oracle ERP Financials Senior Manager & Solutions Architect

    Huron Consulting Group • Chicago, IL, United States
    [job_card.full_time]
    A global consulting firm based in Chicago is looking for an Oracle Financials Sr.The ideal candidate will lead the design of Oracle ERP Financials solutions and engage directly with clients.Require...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Systematic Futures Portfolio Manager | High-Impact Trading

    Systematic Futures Portfolio Manager | High-Impact Trading

    Venture Search • Chicago, IL, United States
    [job_card.full_time]
    A financial services firm in Chicago is seeking a Principal Consultant to design and implement trading strategies aligning with the firm’s objectives. Candidates should have a Bachelor's degree in a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    TPS Sales Portfolio Manager - Cross-Border

    TPS Sales Portfolio Manager - Cross-Border

    BMO U.S. • Chicago, IL, United States
    [job_card.full_time]
    TPS Sales Portfolio Manager - Cross-Border.TPS Sales Portfolio Manager - Cross-Border.Applies consultative sales and relationship management practices to generate leads and close sales of treasury ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Oracle Cloud Financials Senior Manager

    Oracle Cloud Financials Senior Manager

    Protiviti • Chicago, Illinois, USA
    [job_card.full_time]
    Oracle Cloud Financials Senior Manager.ATLANTA - PEACHTREE RD AUSTIN CHARLOTTE DALLAS DENVER HOUSTON ORLANDO PHILADELPHIA PRO TAMPA. We hire curious individuals for whom learning is a passion.At eve...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Analyst, Renewable Portfolio Settlements

    Analyst, Renewable Portfolio Settlements

    Invenergy • Chicago, IL, United States
    [job_card.full_time]
    Invenergy drives innovation in energy.Powered by decades of entrepreneurial experience and unparalleled execution, we solve the energy challenges facing our customers and communities.We provide pow...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Portfolio Credit Manager, Large Vertical Client within Home Core

    VP, Portfolio Credit Manager, Large Vertical Client within Home Core

    Synchrony • Chicago, IL, United States
    [job_card.full_time]
    VP, Portfolio Credit Manager, Large Vertical Client within Home Core.Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. As the Portfolio Credit Manager f...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    TPS Sales Portfolio Manager Cross-Border

    TPS Sales Portfolio Manager Cross-Border

    Bank of Montreal • Chicago, Illinois, USA
    [job_card.full_time] +1
    Commercial Sales & Service.Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Management & Analytics Senior Associate

    Portfolio Management & Analytics Senior Associate

    Allstate Insurance • Chicago, IL, United States
    [job_card.full_time]
    At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Housing Operating Portfolio Asset Manager

    Senior Housing Operating Portfolio Asset Manager

    Ventas, Inc. • Chicago, IL, United States
    [job_card.full_time]
    Senior Housing Operating Portfolio Asset Manager.The Ventas Senior Housing Operational Portfolio (SHOP) group is seeking a dynamic Asset Manager responsible for growing, shaping, and supporting a $...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Manager

    Portfolio Manager

    Canadian Imperial Bank of Commerce • Chicago, Illinois, USA
    [job_card.full_time]
    We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]