Talent.com
Senior Solution Portfolio Manager, Financial Services
Senior Solution Portfolio Manager, Financial ServicesBox • New York, NY, US
Senior Solution Portfolio Manager, Financial Services

Senior Solution Portfolio Manager, Financial Services

Box • New York, NY, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.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!

    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. The Fair Chance Ordinance is provided here.

    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. The Fair Chance Ordinance is provided here.

    For details on how we protect your information when you apply, please see our Personnel Privacy Notice.

    serp_jobs.job_alerts.create_a_job

    Senior Portfolio Manager • New York, NY, US

    Job_description.internal_linking.related_jobs
    Systematic Portfolio Manager

    Systematic Portfolio Manager

    AllianceBernstein Holding L.P. • New York, NY, United States
    serp_jobs.job_card.full_time
    Portfolio Manager / Senior Researcher.AllianceBernstein's New York office.The successful candidate will collaborate with colleagues on a wide range of quantitative and practical aspects of our inve...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Pharo Management LLC • New York, NY, United States
    serp_jobs.job_card.full_time
    Pharo Management is a leading global macro hedge fund with a focus on Emerging Markets.Founded in 2000, the firm currently manages approximately $7 billion in assets across five funds.Pharo trades ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Manager, Investment Solutions Group

    Portfolio Manager, Investment Solutions Group

    Brown Advisory • New York, NY, United States
    serp_jobs.job_card.full_time
    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.But the truly inspiring firms - the game-changers, the industry leaders and t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Manager Portfolio Management eCRMS

    Manager Portfolio Management eCRMS

    American Express • New York, NY, United States
    serp_jobs.job_card.full_time
    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 colleague...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Associate Portfolio Manager / Portfolio Manager, Core / Core Plus SMA

    Associate Portfolio Manager / Portfolio Manager, Core / Core Plus SMA

    Lord Abbett.com • Jersey City, NJ, United States
    serp_jobs.job_card.full_time
    Our Core / Core Plus Multi-Sector Team is in search of an Associate Portfolio Manager (APM) or Portfolio Manager (PM), depending on level of experience, who will assist in the launch and development ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    VP, Senior Portfolio Manager-CEF (Hybrid) NY

    VP, Senior Portfolio Manager-CEF (Hybrid) NY

    First Citizens Bank • New York, NY, US
    serp_jobs.job_card.full_time
    This is a hybrid role that will only be hired in the following location : New York City, NY.The VP, Portfolio Manager will be responsible for portfolio management activity on 26 accounts for equipme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Management Senior Associate

    Portfolio Management Senior Associate

    Dtcc • Jersey City, NJ, United States
    serp_jobs.job_card.full_time
    Are you ready to make an impact at DTCC?.Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Portfolio Management Senior Associate

    Portfolio Management Senior Associate

    DTCC • Jersey City, NJ, US
    serp_jobs.job_card.full_time
    Portfolio Management Senior Associate.Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Portfolio Manager

    Portfolio Manager

    Neuberger Berman Group LLC • New York, NY, United States
    serp_jobs.job_card.full_time
    About Neuberger Berman Group LLC : .Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Project Manager, Portfolio Specialist

    Senior Project Manager, Portfolio Specialist

    First Global Management Services • New York City, New York, USA
    serp_jobs.job_card.full_time
    Building a Brand Starts with a Story.FIRST is a leading global brand experience agency serving clients in various industries including financial services technology new & traditional media aero...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Principal Capital Markets Manager, Portfolio Management

    Principal Capital Markets Manager, Portfolio Management

    Intuit Inc • New York, NY, United States
    serp_jobs.job_card.full_time
    Intuit is the global financial technology platform that powers prosperity for the people and communities we serve.With approximately 100 million customers worldwide using products such as TurboTax,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Systematic Futures Portfolio Manager

    Systematic Futures Portfolio Manager

    Selby Jennings • New York, NY, United States
    serp_jobs.job_card.full_time
    Systematic Futures Portfolio Manager - NYC or Chicago | Global Prop Trading Firm.Up to 50% PnL payout (based on Sharpe ratio). HFT / MFT | Intraday to Short-Term (Max Hold : 5 Days).A global prop tra...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    East West Bank • New York, NY, United States
    serp_jobs.job_card.full_time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Management Engineer

    Portfolio Management Engineer

    Wallman Unlimited Company • New York City, New York, USA
    serp_jobs.job_card.full_time
    Act as the bridge between portfolio management trading teams and custodians to ensure seamless operations and client experience. Implement platform enhancements and process improvements based on sta...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Portfolio Manager Custom Equity Platform

    Client Portfolio Manager Custom Equity Platform

    Invesco • New York City, New York, USA
    serp_jobs.job_card.full_time +1
    As one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment mana...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Unavailable • New York, NY, United States
    serp_jobs.job_card.full_time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Michael Page • New York, NY, United States
    serp_jobs.job_card.full_time
    Develop well-researched recommendations for portfolio managers on buy, hold, or sell decisions across securities.Conduct thorough due diligence for private equity and venture capital investments, i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Beacon Management • New York, NY, United States
    serp_jobs.job_card.full_time
    Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 26 states...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted