Job DescriptionOverview:
The Manager, Benchmarking & Portfolio Optimizers, is responsible for end-to-end ownership of complex benchmarking and portfolio optimization engagements, delivering high-quality, client-ready insights while driving consistency, efficiency, and scalability across the practice. The role operates with a high degree of autonomy and is accountable for client outcomes, analytical rigor, and delivery excellence.
Key Responsibilities:
This role also plays a key part in advancing AI-enabled and agent-based delivery models, helping modernize how benchmarking and optimizer work is executed at scale.
Client Delivery & Analytical Ownership:
- Own end-to-end delivery of Benchmarking and Portfolio Optimizer engagements (e.g., CCPO, CDPO, SBPO), including problem framing, analytical design, execution oversight, quality assurance, and client delivery.
- Translate complex analytical outputs into clear, defensible insights and narratives, and present findings to senior issuer stakeholders.
- Apply standardized Benchmarking and Optimizer methodologies, ensuring correct use of metrics, segmentation logic, eligibility criteria, and assumptions.
AI-Enabled Delivery & Automation:
- Design, implement, and apply AI-enabled workflows and agent-based tools to improve efficiency, consistency, and scalability across benchmarking and optimizer engagements.
- Partner with leadership to define future-state delivery models, including automation of data validation, analysis, deck creation, and insight generation.
- Identify opportunities to reduce rework and cycle time through intelligent tooling and process improvements.
Operational Excellence & Quality Control:
- Ensure high standards of analytical rigor, accuracy, and compliance across all deliverables.
- Exercise sound judgment to validate outputs, challenge assumptions, and resolve complex analytical or client issues.
- Drive consistent application of best practices, templates, and frameworks across engagements.
Collaboration & Team Enablement:
- Collaborate closely with Directors, Analytics, Product, and Sales teams to align delivery with client needs and business priorities.
- Serve as a point of guidance and escalation for Analysts, providing review, direction, and coaching as needed (people leadership responsibilities may vary by role design).
Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.
QualificationsBasic Qualifications:
- 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD.
Preferred Qualifications:
- 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD.
- Deep expertise in benchmarking and portfolio optimization analytics (e.g., spend, growth, engagement, attrition, segmentation-based diagnostics).
- Proven ability to independently own complex workstreams and deliver outcomes with minimal oversight.
- Strong analytical judgment and attention to detail.
- Experience applying AI tools, automation, or agent-based solutions to analytical or consulting workflows.
- Executive-ready communication and stakeholder management skills.
Information for US ApplicantsFor roles located in the US, the estimated salary range for this position is $122,400 to $195,300 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
Work HoursVaries upon the needs of the department.
Travel RequirementsThis position requires travel 5-10% of the time.
Mental/Physical RequirementsThis position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
