Wealth Management Solutions Trust & Estates Officer - Vp jobs at Jpmorgan in United States, City Of Rochester
JPMorgan Compliance - Identity Access Management Technology United States, New Jersey, Jersey City
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As a Vice President in Investment Banking, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
- Acting as the primary day-to-day client point of contact and lead banker on deals
- Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
- Refining marketing/execution materials for maximum client impact
- Overseeing the creation of financial projection models
- Identifying and managing all risks in a given deal
- Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
- Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
- Prior VP level experience in Healthcare Investment Banking
- Experience in training junior bankers
- Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
- Very strong quantitative and analytical skills (including Excel modelling and valuation work)
- Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
- Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
- Ability to comfortably interact with clients in a professional and mature manner
- Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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JPMorgan Cybersecurity Solutions Engineer - Assessments Exercises United States, New Jersey, Jersey City
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• Assess the potential impact of vulnerabilities on business and technology operations using data-driven risk prioritization.
• Conduct root cause analysis (RCA) of security issues identified during assessments across various technologies and transform your findings into actionable insights.
• Collaborate with stakeholders throughout the firm to understand, address findings, and achieve the common goal of improving the security posture of the firm.
• Identify, design, and implement technical, procedural, educational, or other solutions to effectively mitigate security issues.
• Present analysis, insights, and conclusions to both technical and non-technical audiences, including senior leaders, ensuring clarity and understanding.
• Prioritize remediation efforts using multiple criteria to ensure the most worthwhile issues are addressed first.
• An insatiable technical curiosity about all things Cyber and a desire to expand your skillset.
• Demonstrated ability to be proactive and resourceful, identifying and using appropriate sources for data-driven investigations.
• Knowledge of or experience in offensive or defensive cybersecurity roles and processes such as Incident Response, Threat Intelligence, Penetration Testing, Red Teaming, Risk Management, Cyber Engineering, Cyber Architecture, and Data Privacy.
• Familiarity with network architecture concepts, including cloud architectures, and deploying large-scale applications in an enterprise environment.
• Experience with enterprise level security technologies like firewalls, IDS/IPS, web proxies, DLP, SIEM, SOAR, and others.
• Experience in building analytical processes, templates, and documentation.
• Strong written and verbal communication skills; ability to understand complex problems and present them simply.
• Ability to collaborate with high-performing teams, senior leaders, business stakeholders, third-party vendors, and technical individuals throughout the firm to effectively articulate risk and drive change.
• A strong commitment to ethical practices and doing what is right.
• Coding (scripting) experience (e.g., Python, C, JavaScript, VBScript).
• Experience in developing tactical, operational, and strategic tools and capabilities.
• Bachelor's Degree in Computer Science or a related field, or equivalent experience.
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JPMorgan Technology Support Lead - Problem Management United States, New Jersey, Jersey City
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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 Data Analytics Payments- Management Senior Associate United States, New Jersey, Jersey City
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Job Responsibilities
- Discover and document data lineage to trace the end-to-end data journey from point of creation to consumption to support regulatory requirements, e.g. BCBS 239
- Partner with operations, technology and product organizations to document and challenge data controls across the data lineage for critical data flows
- Build strong partnerships across CIB Payments and corporate functions to support data related efforts
- Accelerate data analysis and issue resolution through effective program governance, process/data mapping and data deep-dives
- Support the adoption and implementation of Data Owner and Data Governance roles and responsibilities, as needed
- Effectively coordinate across multiple teams & levels to expedite complex deliverables
Required qualifications, capabilities, and skills
- 3+ years of experience at a leading investment bank
- Strong understanding of data governance, data quality, data lineage and metadata management concepts
- Experience in driving/managing successful projects and programs focused on data quality, data lineage, data controls, metadata management
- Excellent communication, presentation (both oral and written) & influencing skills - candidate will be dealing with stakeholders of varying degrees of seniority across Corporate/Firmwide, Finance, Risk, Compliance, Operations and Technology teams
- Strong metrics driven mindset to track progress, drive action and communicate and manage effectively
- Basic understanding of the company's business practices and familiarity with the company's products and services
Preferred qualifications, capabilities, and skills
- Experience in Program Management, Data Quality or Control organization within an investment bank or large financial services firm
- Experience in producing PowerPoint presentations for senior audiences
- Experience in the Payments domain at an Investment Bank
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JPMorgan Lead Technical Program Manager - Identity Access Management United States, New Jersey, Jersey City
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in Commercial & Investment bank in Payments Technology Digital Identity, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
- Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
- Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
- Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
- Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
- Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
- Expert knowledge in all business processes across an entire line of business, as well expertise in other lines of business and technology disciplines
- Understanding of global and line of business project and program management standards and methods
- Experience working with high-performing teams in complex program execution
- Strong understanding of Agile methods; stakeholder management; budget management, risk management and operations.
- Ability to create and maintain relationships with a wide range of stakeholders throughout the firm.
- Ability to work with highly technical teams and feature delivery., translating the technical delivery to Business outcomes.
- Experience with JIRA to manage scope and book of work.
- Strong communication skills
- Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
- Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
Preferred qualifications, capabilities, and skills
- Experience with Identity and Access Management preferable
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JPMorgan JP Morgan Wealth Management - Performance Statements United States, New Jersey, Jersey City
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As the Product Associate on the Performance Statements and Tax Products team, you will work closely with each area product owners, delivery managers and stakeholder and legal risk and control partners lead all aspects of disclosure and client communications delivered through Wealth Management investment account statements and quarterly performance reports; driving governance, and operational excellence while collaborating with senior executives across the bank.
Job Responsibilities:
- Work closely with legal, compliance, lines of business, and other product teams for new disclosure intake and refinement.
- Finalize disclosure language, using sound judgment to provide the best client experience.
Draft, plan, execute, and document statement messages; follow up with stakeholders for review and approvals. - Closely partner with operations for disclosure and insert implementation.
- Document and prioritize new disclosure distribution requests, including new targeting criteria.
- Work closely with servicing and communication teams to review and finalize quarterly performance report inserts.
- Collaborate with multiple technology teams to ensure smooth processing of quarterly performance reports.
- Partner with servicing and print fulfillment teams to coordinate production as needed and ensure quality control checkpoints approved and documented
- Conduct annual reviews of performance report and investment statement disclosures with legal, compliance, lines of business, controls, and other product teams to ensure disclosures remain evergreen.
- Create and refine robust controls to ensure proper oversight of the disclosure process.
Take ownership of self-development, including stretch assignments to prepare for greater responsibilities and career growth; proactively seek opportunities for continued learning.
Required qualifications, capabilities, and skills
- Bachelor's Degree
- 1-3 years in financial services industry
- Proficient to advanced experience with Excel, PowerPoint and Word
- Self-starter with ability to drive on own
- Exceptional verbal and written communication skills
- Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
- Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities, including compliance, due diligence, legal, marketing, operations, risk, sales and technology
Series 99 License or to be obtained within 120 days.
Preferred qualifications, capabilities, and skills
- Solid understanding of FINRA statement regulations
- Experience with brokerage account statements preferred
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JPMorgan Payments B2C Product Solutions Manager – Vice President United States, New Jersey, Jersey City
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As a Business to Consumer (B2C) Product Solutions Manager within Payment Rails, you will be part of a team of Product Specialists focused on solutioning on our Core Payment Rails. This role has a focus on our value added services such Pay by Bank and our Validation Services. In this role, you will champion client facing Business to Consumer (B2C) solutions and assist Treasury Services Sales teams in achieving their revenue goals. As a Business to Consumer Product Solutions Manager, you will serve as a firmwide subject matter expert on all B2C disbursements. The primary responsibility is to partner with our sales Payments Sales organization and assist with identifying client needs, solution recommendations, pricing, client presentations, demonstrations, and RFP support.
- Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
- Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
- Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
- Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
- Facilitates information regarding market trends and client feedback to product management teams.
- Facilitates information regarding product strategy, road maps, and development information to sales partners and clients.
- Maintains assigned pipeline
- 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
- Payments Product and Sales Experience
- Extensive experience working in a sales cycle and engaging with clients on a regular basis
- Experience modifying preconfigured solutions to meet complex problems
- Demonstrated prior experience working in a highly matrixed and complex organization
- Proven ability to close deals in a sales environment
- Strong client presentation skills
- Strong ability to partner with various cross lines of business
Preferred qualifications, capabilities, and skills
- BA/BS degree
- Proven experience with emerging payment rails and open banking
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As a Vice President in Investment Banking, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
- Acting as the primary day-to-day client point of contact and lead banker on deals
- Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
- Refining marketing/execution materials for maximum client impact
- Overseeing the creation of financial projection models
- Identifying and managing all risks in a given deal
- Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
- Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
- Prior VP level experience in Healthcare Investment Banking
- Experience in training junior bankers
- Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
- Very strong quantitative and analytical skills (including Excel modelling and valuation work)
- Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
- Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
- Ability to comfortably interact with clients in a professional and mature manner
- Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
These jobs might be a good fit
