Workplace Solutions - Equity Plan Management Team Lead jobs at Jpmorgan in Ireland, Cork
JPMorgan Workplace Solutions - Tax Associate Ireland, Cork
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As a Tax Analyst within Workplace Solutions you will play a crucial role in fulfilling taxation duties. You will have knowledge of various tax reporting functions, regulatory reporting requirements and be comfortable with high volumes, strict deadlines, and sophisticated clients. You will possess high-level written and verbal communication skills to explain technical reporting positions to internal partners and external clients.
Job responsibilities
- Collaborate with internal teams to ensure the timely production of diverse tax reporting forms
- Develop a comprehensive understanding of cross-functional business processes to identify automation opportunities and enhance client experiences
- Assist in tax projects to refine processes and procedures, including cross Line of Business (LOB) strategic initiatives
- Ensure a robust control environment that meets risk and audit requirements is maintained
- Analyze data for consistency and accuracy; coordinate with relevant teams to implement necessary adjustments
- Implement and support business-as-usual processes for continuous information reporting and withholding compliance
- Deliver tax education and training as required
Required qualifications, capabilities, and skills
- 2 years plus PQE as a Tax Consultant , with domestic and international experience
- Strong academic background in tax, law, accountancy, or related discipline.
- AEOI FATCA and CRS reporting experience
- Excellent analytical, written, and verbal communication skills.
- Collaborative and motivated team player.
Preferred qualifications, capabilities and skills
- Global/US taxation exposure is beneficial but not essential
- Management and mentoring experience of junior team members
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JPMorgan WorkPlace Solutions - Tax Executive Director Ireland, Cork
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Job responsibilities
- Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units.
- Oversee the execution of programs, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments.
- Utilize data analytics to monitor program progress, make informed decisions, and direct necessary adjustments to ensure the successful delivery of program commitments.
- Build, lead, and manage diverse teams, fostering an environment of continuous learning and growth, and effectively delegating tasks to ensure efficient and effective achievement of objectives.
- Engage with senior management and stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues.
- Coordinate with Operations, Middle Office, Finance, Technology, and Senior Management to build business requirements, procedures, and processes, including project plan development and resource management.
- Conduct data analysis and synthesis to translate into empirical solutions that optimize project reporting.
- Collaborate with business partners to design, introduce, or re-engineer existing processes and business applications.
- Conduct project planning and analysis, including creating detailed project plans and documenting business requirements.
- Facilitate project meetings, create presentation materials, and provide reporting/metrics as required.
- Extensive knowledge of project methodologies, including the Product Framework and Agile framework, and experience in a design-led change organization.
- Proven track record in implementing or integrating a core banking system, whether internally developed or from a third-party vendor.
- Knowledge of client operations in Wealth Management, including Client Onboarding, KYC & Screening, and Account Maintenance.
- Excellent communication and presentation skills, with the ability to engage with different stakeholder groups and senior management.
- Strategic thinking with the ability to implement large projects across multiple legal entities worldwide.
- Work with business partners to design, introduce, or re-engineer existing processes and business applications.
- Demonstrated proficiency in data analytics, with the ability to interpret models, make inferences from data, and provide continuous insight for program execution.
- Proven experience in conflict management, with the ability to identify conflicts, facilitate discussions, and create win-win solutions using collaboration or negotiation strategies.
- Advanced computer literacy, with the ability to effectively use technology to perform tasks, solve problems, and communicate in a professional setting.
- Bachelor's Degree or equivalent.
- Minimum 7 years of project management experience, with proven ability to lead and manage complex programs or projects, delivering results across various business units.
- Experience in client onboarding / client operations is a plus.
- Experience working in the banking industry.
- Integrate artificial intelligence solutions to enhance project outcomes and drive data-driven decision-making.
- Implement automation to streamline project workflows and increase operational efficiency.
- Foster a culture of innovation by encouraging creative problem-solving and the adoption of new technologies.
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JPMorgan Workplace Solutions - Equity Plan Management Team Lead Ireland, Cork
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
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JPMorgan Workplace Solutions - Plan Management Associate/Analyst Ireland, Cork
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If you are seeking a client facing role that promotes exceptional client management and innovation this may be the position for you.
As a Plan Management Analyst/Associate within our Client Account Management team, you will be responsible for managing client accounts. You will work closely with various teams across our operational and IT departments, playing a key role in innovating team processes. You will have the flexibility to manage your workload in a dynamic environment and the chance to collaborate with diverse teams.
Job Responsibilities:
- Manage a portfolio of Companies administering employee share plans within a team framework
- Interact with customers/clients on operational transactions related to their share plan program.
- Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
- Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk.
- Assist in identifying new system tools and enhancements to existing systems.
- Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
- Create and maintain excellent relations with key business partners as well as identify innovative client solutions.
Required Qualifications, Capabilities and Skills:
- Excellent communication skills
- Proven numeric, financial analysis, documentation and procedural skills required
- Excellent computer skills including Microsoft Excel and Word
- Demonstrate commercial acumen with an ability to be innovative & pro-active
- Ability to prioritise and adhere to tight deadlines
- Previous exposure to a client facing role within a corporate environment
Preferred Qualifications, Capabilities and Skills:
- Third level qualification
- 2+ years experience within a similar position is advantageous
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JPMorgan Workplace Solutions - Implementations Associate Ireland, Cork
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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JPMorgan Workplace Solutions - Business Operations Associate Ireland, Cork
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Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
Job responsibilities
- Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
- Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
- Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
- Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
- Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
- Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
- Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate
- A minimum of four years’ work experience in mortgage loan processing
- Intermediate computer skills (familiar with MS Office products or similar software)
- Excellent customer service skills
- Excellent written/oral communication
- Excellent organization skills
- Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand
Preferred qualifications, capabilities, and skills
- Marketing and advertising experience
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: .
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JPMorgan Internal Audit Associate - Workplace Solutions Ireland, Cork
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Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. As a Product Manager in Trade & Working Capital (“TW&C”) with a focus on Structured Working Capital (SWC) & Export & Agency Finance (“EAF”) you will have accountability and ownership for product governance. With a strong commitment to scalability, resiliency, and stability, you will collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
TW&C is a division of J.P. Morgan Payments. TW&C connects counterparties with market-leading Supply Chain Finance, Receivables Finance, Contract Monetization, Working Capital Lending, EAF, and Traditional Trade solutions.
Job responsibilities
- Manage product level governance and risk and control environment, including product approvals, renewals, expansion and cross functional collaboration with Risk, Legal, and Compliance
- Collaborate with the risk & control management for the development or expansion of SWC/EAF products through a structured change management process (e.g. product capabilities, onboard products/booking locations/benchmarks/currencies).
- Ensure product has obtained required regulatory, controls, and compliance signoff prior to expansion and ongoing renewals/updates.
- Serve as the key point of contact for 2nd
- Own, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
- Lead on firmwide internal projects impacting existing portfolio as and when required
- Update Originators/Execution Control on regulatory developments impacting origination, structuring, execution and distribution of deals.
- Work closely with SWC transactors to facilitate early deal closing through engagement with key stakeholders.
- Maintain and updates EAF KYC Matrix, Know Your Product documentation, Product Catalogue Governance, internal website as appropriate
- Lead on development of procedures to ensure adherence to firmwide policies in relation to all aspects of the business including origination, execution & distribution and owns the control testing.
- Lead on revenue reconciliation and attribution tasks & build the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
- Able to demonstrate relevant level of experience or equivalent expertise in Export & Agency Finance and Receivables Finance or Securitization
- Ability manage multiple deadlines across complex initiative dealing with different stakeholders.
- Experience in working on innovative solutions for clients and developing the product to address bespoke client and market needs
- Advanced knowledge of the product development life cycle, design, and data analytics
- Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
- Exceptional organization, communication, and management skills
- Strong communication skills both verbal and written
- Ability manage multiple deadlines across complex initiative dealing with different stakeholders.
Preferred qualifications, capabilities, and skills
- Demonstrated prior experience working in a highly matrixed, complex organization
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As a Tax Analyst within Workplace Solutions you will play a crucial role in fulfilling taxation duties. You will have knowledge of various tax reporting functions, regulatory reporting requirements and be comfortable with high volumes, strict deadlines, and sophisticated clients. You will possess high-level written and verbal communication skills to explain technical reporting positions to internal partners and external clients.
Job responsibilities
- Collaborate with internal teams to ensure the timely production of diverse tax reporting forms
- Develop a comprehensive understanding of cross-functional business processes to identify automation opportunities and enhance client experiences
- Assist in tax projects to refine processes and procedures, including cross Line of Business (LOB) strategic initiatives
- Ensure a robust control environment that meets risk and audit requirements is maintained
- Analyze data for consistency and accuracy; coordinate with relevant teams to implement necessary adjustments
- Implement and support business-as-usual processes for continuous information reporting and withholding compliance
- Deliver tax education and training as required
Required qualifications, capabilities, and skills
- 2 years plus PQE as a Tax Consultant , with domestic and international experience
- Strong academic background in tax, law, accountancy, or related discipline.
- AEOI FATCA and CRS reporting experience
- Excellent analytical, written, and verbal communication skills.
- Collaborative and motivated team player.
Preferred qualifications, capabilities and skills
- Global/US taxation exposure is beneficial but not essential
- Management and mentoring experience of junior team members
These jobs might be a good fit
