Job Description
The Head of Technology Business Management (TBM) is an operational leader within the Office of the CIO, reporting into the Global IT COO. This role is responsible for driving workforce discipline, portfolio governance, vendor oversight, and core business management processes that enable the technology organization to operate with consistency, transparency, and scale.
The Head of TBM serves as an integrator across CIO functions, ensuring clear governance, standardized operating cadences, and data driven insight across workforce, portfolio demand, vendors, and enterprise technology obligations. While financial ownership sits with a dedicated finance team member, this role works closely with finance leadership to ensure alignment and execution across planning, governance, and reporting processes.
Key Responsibilities
Workforce & Headcount Management
- Lead workforce and headcount planning across the global technology organization.
- Define and execute workforce strategy, including location strategy, contractor usage, and sourcing models.
- Partner with HR and CIO leadership on organizational design, capacity planning, and workforce optimization.
- Own people metrics and reporting, delivering clear insights on workforce composition, trends, and utilization.
- Technology, including interdependencies, concentration risks, and performance trends
Portfolio Governance & Demand Management
- Own technology portfolio governance, including intake, prioritization, and oversight.
- Lead new technology project demand approval processes in alignment with CIO priorities and capacity.
- Establish standardized project budgeting structures and allocation frameworks in partnership with Finance.
- Run monthly portfolio governance reviews with CIO leadership.
- Own backlog‑of‑work (BOW) prioritization and governance within the SPM tool.
Vendor Management & Third Party Oversight
- Own senior level governance for strategic technology vendors and service providers.
- Serve as senior relationship manager and escalation point for vendor related matters.
- Lead quarterly and monthly service reviews, tracking performance and issue resolution.
- Partner with Procurement and Legal on contract and commercial management.
- Oversee vendor risk and performance management in alignment with IT Risk.
- Manage and rationalize the broader third party technology ecosystem.
General Business Management & Administration
- Provide day to day business management support to the CIO organization, ensuring operational rigor and consistency.
- Produce occupancy and hybrid work reporting, including RTO analysis and planning.
- Partner on real estate planning initiatives, including New York seating and restack efforts.
- Maintain organizational artifacts, including org charts and documented roles and responsibilities.
- Support ad hoc operational requests from CIO and COO leadership.
Qualifications
- Experience in technology business management, COO/operations, workforce planning, portfolio governance, or similar senior business management roles within financial services or large technology organizations.
- Demonstrated track record of operating at or alongside senior leadership in a complex, matrixed environment.
- Experience establishing governance rhythms, management reporting, and control processes across a large technology organization.
- Strong stakeholder management skills across Technology, Finance, Procurement, Risk, HR, and Corporate Services.
- Proven ability to manage workforce and headcount planning, location and contractor strategy, and executive level escalations.
Preferred
- Experience supporting CIO organizations within investment banking or capital markets environments.
- Familiarity with governance frameworks and operating rhythms in a regulated financial institution.
- Experience with SPM tools and portfolio intake, prioritization, and governance methodologies.
Primary Location Full Time Salary Range of $160,000 - $200,000.
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
