Manager Portfolio Management eCRMS

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.

The Technology organization enables and accelerates the company’s growth strategies, delivering global capabilities and services in support of Amex’s customers and colleagues, while maintaining 24 / 7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights.

The Enterprise CRM Solutions team was created in 2024 as part of the company’s Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise.

We are on a journey to create a best-in-class Product Organization. Our Product people not only understand how technology works, but how that technology intersects with the people who count on it every day. Today, innovative ideas, insight and new perspectives are at the core of how we create a more powerful, personal and fulfilling experience for all our customers.

How will you make an impact in this role?

The Portfolio Manager is responsible for end-to-end management of workforce planning, headcount governance, and operating-expense (OPEX) tracking across an organization of ~700 colleagues and contractors. This role partners closely with senior leaders, Talent Acquisition, Vendor Management, and Technology Portfolio teams to ensure financial decisions are financially sound, strategically aligned, and executed with operational excellence. The ideal candidate combines strong analytical capabilities with exceptional data visualization and communication skills and a deep understanding of financial and resource planning in a technology-driven corporate environment.

Headcount Management & Governance

Manage and maintain an accurate, real-time view of headcount across ~700 employees and contractor resources.

Oversee the full lifecycle of position requests including creation, approval workflow, posting, recruiting status, and fulfillment.

Build and maintain intuitive, executive-ready visual dashboards and data visualizations that communicate complex resource landscapes simply and clearly.

Partner with business leaders, HR / Talent Acquisition, and Executive Offices to ensure all role actions are aligned with capacity plans, budget controls, and organizational priorities.

Ensure every role -employee or vendor-is fully funded prior to posting, hiring, or onboarding.

Manage onboarding and offboarding processes for vendor / contractor resources, ensuring compliance with internal policies and documentation requirements.

Resource Planning, Forecasting & Analytics :

Lead monthly / quarterly forecasting of headcount-related costs and resource capacity.

Monitor capacity versus demand across teams to identify gaps, surpluses, and optimization opportunities.

Leverage data insights to support workforce planning decisions and scenario modeling.

OPEX Tracking & Financial Management :

Track, manage, and forecast OPEX categories including labor, non-labor, T&E, training, licenses, and contractual spend.

Identify cost risks and opportunities, quantify impact, and drive mitigation or optimization actions.

Partner closely with Technology Finance and Technology Portfolio teams as the primary point of contact for all OPEX-related questions, reporting requests, and monthly / quarterly close activities.

Maintain strong controls over data quality, financial accuracy, and audit readiness.

Cross-Functional Partnership & Stakeholder Management :

Act as the central coordination point between HR, Recruiting, Vendor Management, Portfolio Management, and senior leadership.

Translate financial and workforce data into actionable insights for technical and non-technical stakeholders.

Prepare leadership-level updates, briefings, and presentations on headcount position, OPEX status, risks, and opportunities.

Drive continuous improvement in workforce planning processes, reporting tools, and governance cadence.

Minimum Qualifications :

5-8+ years of experience in workforce planning, resource management, financial analysis, PMO, or related roles within technology, financial services, or other complex corporate environments.

Strong proficiency in headcount forecasting, OPEX management, and budget governance.

Advanced Excel / Sheets and data-visualization skills (e.g., Power BI, Tableau, Looker, or equivalent).

Ability to design intuitive dashboards and executive-facing reporting structures.

Experience partnering with senior executives and cross-functional teams in a matrixed environment.

Knowledge of vendor / contractor management processes and funding workflows.

Strong analytical mindset with demonstrated ability to synthesize data and present insights clearly.

Excellent communication, stakeholder management, and organizational skills.

Preferred Qualifications :

Experience in large technology organizations or hybrid technology / financial services environments.

Familiarity with workforce planning tools and HRIS platforms (e.g. Apptio etc.).

Knowledge of Agile portfolio or tech portfolio management processes.

Comfortable managing multiple deadlines while maintaining accuracy and attention to detail.

Salary Range : $103,750 to $174,750 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.

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Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.