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Director Portfolio Operations Jobs in Utah (NOW HIRING)

Brex

Director, Credit Risk

Salt Lake City, UT · On-site

What you'll do As the Director of Credit Risk, reporting to the Chief Credit Officer, you'll lead ... Drive operational excellence by continuously improving underwriting workflows, portfolio monitoring ...

Conservice

Client Operations Manager

River Heights, UT · On-site +1

$19.40/hr

Act as the primary point of contact and trusted advisor for your assigned portfolio of clients ... Direct customer support, account management, or client relations experience preferred. * Experience ...

Conservice

Client Operations Manager

Logan, UT · On-site

$19.40/hr

Act as the primary point of contact and trusted advisor for your assigned portfolio of clients ... Direct customer support, account management, or client relations experience preferred. * Experience ...

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All JobsPortfolio Operations JobsDirector Portfolio Operations JobsDirector Portfolio Operations Jobs in Utah

Director Portfolio Operations information

What is a director portfolio operations?

A Director of Portfolio Operations is a senior executive responsible for overseeing the operational performance and value creation initiatives across a portfolio of companies, often within a private equity or investment firm. They work closely with portfolio company leaders to implement best practices, drive operational improvements, and ensure alignment with the firm’s strategic goals. Their role typically involves analyzing operational metrics, identifying growth opportunities, and supporting management teams to enhance efficiency and profitability. Directors of Portfolio Operations are vital in maximizing returns on investments by ensuring each portfolio company operates at its highest potential.

What are the key skills and qualifications needed to thrive as a director portfolio operations?

To thrive as a Director of Portfolio Operations, you need expertise in portfolio management, strategic planning, and financial analysis, often supported by an advanced degree in business or a related field. Familiarity with project management tools, financial modeling software, and enterprise resource planning (ERP) systems is typically required. Exceptional leadership, communication, and stakeholder management skills distinguish top performers in this role. These competencies ensure effective oversight of multiple projects, alignment with organizational goals, and maximized portfolio value.

How does a director portfolio operations typically collaborate with investment teams and portfolio company leadership?

A Director of Portfolio Operations serves as a crucial bridge between the investment teams and the leadership of portfolio companies. They work closely with investment professionals to identify operational improvement opportunities and then partner with portfolio company executives to implement strategic initiatives. This role often involves facilitating best practice sharing across the portfolio, aligning KPIs, and coordinating cross-functional projects. Effective communication and stakeholder management are key, as the Director must balance the priorities of both investors and company management to drive value creation.

What is the difference between Director Portfolio Operations vs Portfolio Manager?

AspectDirector Portfolio OperationsPortfolio Manager
CredentialsTypically requires a bachelor's degree, often an MBA, with extensive experience in operations or financeUsually holds a bachelor's degree, with certifications like CFA or CFP often preferred
Work EnvironmentOversees multiple portfolios, manages teams, and develops operational strategiesFocuses on managing specific investment portfolios, analyzing assets, and making investment decisions
Employer & Industry UsageCommon in financial services, asset management, and investment firmsWidely used in asset management, investment firms, and financial institutions

While both roles involve managing investment assets, the Director Portfolio Operations focuses on overseeing operational processes and team management across portfolios, whereas the Portfolio Manager concentrates on selecting and managing individual investments within a portfolio.

What are the most commonly searched types of Portfolio Operations jobs in Utah?

The most popular types of Portfolio Operations jobs in Utah are:

What are popular job titles related to Director Portfolio Operations jobs in Utah?

For Director Portfolio Operations jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Director Portfolio Operations jobs in Utah look for?

The top searched job categories for Director Portfolio Operations jobs in Utah are:

What cities in Utah are hiring for Director Portfolio Operations jobs?

Cities in Utah with the most Director Portfolio Operations job openings:

Director Portfolio Operations jobs near you
Infographic showing various Director Portfolio Operations job openings in Utah as of August 2026, with employment types broken down into 79% Full Time, 16% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Director, Credit Risk

Brex

Salt Lake City, UT • On-site

Full-time

Re-posted 25 days ago

Job description

Why join us
Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.
Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.
Credit Risk at Brex
Credit Risk plays a critical role in enabling Brex's growth by balancing responsible risk management with exceptional customer experiences. As our customer base continues to grow across startups, commercial businesses, middle-market companies, and enterprises, we're investing in leaders who can help scale our portfolio, strengthen our commercial credit capabilities, and modernize how we make decisions.
This is an opportunity to lead one of Brex's largest and most strategic credit organizations during an exciting stage of growth. You'll help shape the future of commercial credit by combining deep financial expertise, operational excellence, and technology-enabled innovation to build a world-class portfolio management function.
What you'll do
As the Director of Credit Risk, reporting to the Chief Credit Officer, you'll lead the organization responsible for the ongoing underwriting and portfolio management of Brex's existing customers. You'll oversee a multi-layered team of managers and credit professionals responsible for managing portfolio performance, credit decisions, and customer risk across a rapidly growing commercial customer base.
In this role, you'll partner closely with Sales, Customer Success, Product, Operations, Analytics, Legal and Credit Policy to deliver thoughtful credit decisions that enable customer growth while maintaining a healthy portfolio. You'll also lead the transformation of Brex's credit organization by building AI-native underwriting and portfolio management capabilities that automate routine work, elevate human judgment, and enable the business to scale without proportionally increasing operational complexity.
Where you'll work
This role will be based in our San Francisco, New York, Salt Lake City, or Seattle office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!
Responsibilities
  • Lead the team responsible for ongoing underwriting, portfolio management, and credit risk across Brex's existing customer portfolio
  • Develop and execute portfolio strategies that balance responsible growth, customer experience, and portfolio performance while optimizing credit exposure across diverse customer segments
  • Partner cross-functionally with Sales, Customer Success, Product, Operations, Analytics, and Credit Policy to deliver scalable, customer-centric credit decisions
  • Lead, coach, and develop a high-performing organization of managers and credit professionals, fostering a culture of accountability, collaboration, and continuous improvement
  • Build trusted relationships with customer finance leaders, including CFOs, to evaluate complex credit situations and support long-term customer success
  • Drive operational excellence by continuously improving underwriting workflows, portfolio monitoring, and decision-making processes
  • Champion the adoption of AI and automation to improve efficiency, enhance decision quality, and enable teams to focus on higher-value judgment, customer partnership, and strategic risk management
  • Help shape the evolution of Brex's commercial credit capabilities as the company continues to expand into new customer segments and scale its portfolio
  • Lead high stakes conversations with client (CFO teams), partners, regulators and auditors

Requirements
  • 10+ years of experience in commercial credit risk, commercial underwriting, portfolio management, commercial banking, or a related field
  • Deep expertise evaluating business financial statements, cash flow, balance sheets, and commercial credit exposure
  • Experience managing existing commercial customer portfolios, including ongoing underwriting, portfolio monitoring, credit line management, and exposure management
  • Strong understanding of commercial credit products, corporate liability underwriting, and business credit decision-making
  • Proven experience leading and developing high-performing teams in a fast-paced financial services or fintech environment
  • Excellent communication and executive presence, with the ability to influence senior stakeholders and engage directly with CFOs and finance leaders
  • Demonstrated success building strong cross-functional partnerships across commercial, operations, product, analytics, and risk organizations
  • Passion for improving operational efficiency through technology, automation, and AI-enabled workflows
  • Experience supporting commercial cards, B2B payments, banking, commercial lending, or fintech products is preferred
  • Experience serving commercial, middle-market, or enterprise customers at a leading financial institution or high-growth fintech is strongly preferred

Compensation
The expected salary range for this role is $198,000 - $247,500. However, the starting base pay will depend on a number of factors, including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
Brex LLC is a wholly owned subsidiary of Capital One, N.A.
Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

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