Live opening · Posted 3 days ago

Director of Portfolio Management

Fintech Advisory · United States (Remote)
Linkedin Yes
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At a glance

The key details from the original listing.

Posted 3 days ago
CompanyFintech Advisory
LocationUnited States (Remote)
Work modeYes
SourceLinkedin
Listed3 days ago

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About the role

Description supplied by the original job listing.

Company Description Fintech Advisory is a specialized advisory organization with deep, practical experience in the banking and fintech sectors. The firm is supported by a network of senior executives who have led product, technology, operations, and legal functions in global corporates and innovative fintech companies. Its expertise spans Crypto, Payments, Cards, Fintech, and Banking, providing clients with informed guidance across rapidly evolving financial markets. Team members collaborate with industry leaders and gain exposure to complex, high-impact initiatives. The environment is dynamic, growth-focused, and built around sharing knowledge and best practices.
Role Description The Director of Portfolio Management is a full-time, remote role responsible for overseeing and optimizing a portfolio of projects and initiatives across banking and fintech advisory engagements. This role will establish portfolio governance frameworks, prioritize programs and projects, and ensure alignment with strategic business goals. Day-to-day responsibilities include assessing portfolio performance, balancing risks and returns, coordinating with program and project leaders, and providing clear reporting and recommendations to senior stakeholders. The director will collaborate closely with cross-functional teams, guide resource allocation, and support decision-making for investments in new and existing initiatives. The role also involves refining portfolio management practices, mentoring team members, and contributing to strategic planning and client delivery.
Qualifications
Candidates should possess strong Portfolio Management and Project Portfolio Management skills, with experience overseeing complex, multi-project environments.
Candidates should possess solid Finance and Analytical Skills, including the ability to interpret financial data, evaluate ROI, and support evidence-based decision-making.
Candidates should possess Program Management capabilities, including governance, risk management, and stakeholder communication across concurrent initiatives.
Experience in banking, fintech, payments, or related financial services environments is highly beneficial.
Demonstrated ability to work effectively in a remote setting, manage cross-functional relationships, and drive outcomes with minimal supervision.
Strong written and verbal communication skills, including the ability to present complex portfolio information to executive audiences.
Advanced degree or relevant professional certification in finance, project/portfolio management, or a related field is a plus (e.g., CFA, PMP, PfMP).

Work arrangement
Yes

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