Technology Finance & Business Management Lead jobs at Jpmorgan in United States, Columbus

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

• Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
• Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
• Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
• Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
• Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience
• Bachelor’s degree in Finance or related field, or equivalent work experience
• Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
• Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

• Extensive knowledge of business and credit underwriting with commercial credit training
• Experience owning / operating a small business

J.P. Morgan Workplace Solutions is a technology and service-based offering, created to empower our corporate clients to easily manage their workplace equity compensation plans with confidence. Our intuitive solutions help to attract and keep talented people. If you seek to deliver high quality client / participant services within the Finance industry, this may be the opportunity for you.

As a Customer Service Team Lead within JP Morgan Workplace Solutions you will be responsible for operational excellence in our Global Service Desk team. This role will be reporting to the Ohio Service Lead and includes providing leadership to a team of Service Desk associates, ensuring delivery of associated KPIs. This includes but is not limited to the responsibility of managing all service delivery processes related to the identification, prioritization, and resolution of customer and participant service requests and incidents, ensuring the highest quality of customer service experiences are delivered and internal processes are followed. We are looking for an experienced leader to provide ongoing managerial, technical and motivational leadership, in line with JP Morgan values and goals.

Job responsibilities

• Manage the team of Customer Service Associates and collaborating with regional Service Desk leaders in North America, Europe, Asia or Middle East and taking responsibility for strategic decision-making.
• Lead to achieve results and be responsible for planning the necessary actions – recruitment, training, KPI improvement, IT development, logistic conditions
• Work as a focal point between the client and Workplace Solutions’ internal departments (Sales, Marketing, Product, IT, Operations, CRM…)
• Drive operational results (SLAs and KPIs and the delivery of excellent service
• Assist with questions and escalated issues from service desk team members.Seek to go above and beyond the role by taking ownership of difficult problems, aiming to resolve ongoing issues
• Adhere to and maintain the firm’s controls, policies, procedures, and regulations while supporting supervisory functions for risk mitigation and procedural oversight.
• Become an expert in the different types of equity vehicles and be able to articulate these nuances in a professional, easy-to-understand format both written and verbally.
• Partake in business development by identifying potential business opportunities between J.P. Morgan and participants to engage in broader wealth management products/services. You will serve as the gateway to broader financial solutions available for participants.
• Effectively collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions. Identify opportunities to enhance employee and caller experience through process and product changes, and provide recommendations to leadership.

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7, 63 required as well as fluencyyin English. Fluency in other languages is a plus.
• Experience managing teams in the Customer Service / contact centre industry preferably in the Financial Services (bank, fintech or similar)
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines involving multiple stakeholders
• Excellent written and oral communications skills as well as proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
• Experience managing KPIs and SLA’ s as well as client-company relationships
• Leadership, management, analytical and decision making skills. Aptitude to improve existing processes and apply a methodical yet flexible approach to change
• Passion for learning new things every day and a continuous improvement mindset

Preferred qualifications, capabilities, and skills

• 2+ years supporting service teams in a leadership capacity
• 4+ years experience with Client Service / Contact Center solutions
• 4+ years experience with CRM and help desk software
• Lean / Six Sigma certification
• Exposure to a wide array of financial products
• Series 9 and 10 licenses preferred
• University degree in Business Administration, Economics, Finance or equivalent workexperience - preferred but not mandatory

As a Process Improvement Associate II at JPMorgan Chase, you will play a crucial role in reshaping organizational strategy and operating models. Your expertise in business transformation, data analytics, and artificial intelligence tools will be instrumental in driving innovative solutions. You will collaborate with senior leaders to understand and optimize processes, enhancing operational efficiency. Your work will require initiative and judgment to resolve challenges and propose strategic improvements. You will analyze data, craft compelling narratives, and work with diverse teams to achieve common goals.

Job Responsibilities:

• Partner with project team members to interview stakeholders, develop frameworks and insights to address key process improvements, organizational changes, and functional strategic development efforts.
• Collaborate with senior leaders to analyze and optimize processes, enhancing operational efficiency.
• Utilize data analytics and AI tools to drive innovative solutions and offer continuous insights for strategic improvements.
• Assisting in analyzing process data to identify inefficiencies and opportunities for automation
• Craft compelling narratives to effectively communicate complex ideas and influence change within the organization.
• Lead one or more workstreams while demonstrating leadership through influence and enhancing team / organization culture.
• Develop and implement process improvement initiatives, focusing on simplification, manual touch point reduction, and the application of digital process tools.
• Collaborate with cross-functional teams to ensure alignment of process improvement initiatives with organizational goals, fostering a culture of innovation and continuous learning.
• Develop and implement solutions that align with organizational strategy and operating models.
• Leverage AI, LLM (Large Language Models), and NLP (Natural Language Processing) tools to aid in providing actionable insights and innovative solutions to complex business challenges

Required Qualifications, Capabilities, and Skills:

• Undergraduate degree in a related field such as Business, Engineering, or Data Science
• 2+ years of professional experience in business transformation, data / process analytics, or artificial intelligence implementation.
• Proven ability to apply advanced analytical and problem-solving skills to address complex operational issues along with strong client management and executive-level communication skills.
• Advanced analytical, systems-thinking, and problem-solving skills, with strong communication abilities.
• Proficiency in digital process, analytics, and AI tools.
• Commitment to continuous learning, including the latest trends and technologies in process improvement and AI
• Experienced in creating presentations, both written and verbal, tailored for senior audiences.

Preferred Qualifications, Capabilities, and Skills:

• Advanced degree in a related field such as Business, Engineering, or Data Science
• 1+ years management consulting experience
• Technical skills related to data analytics tools (e.g., SQL, Python, R) and visualization tools (e.g., Tableau, Power BI)
• Relevant certifications, such as Lean Six Sigma (GB, BB, MBB), CAP, Google Data Analytics Certificate, AI Engineer, ML Certification, CBPA, CBPP
• Foster cross-functional collaboration to identify and implement process improvement opportunities across departments.
• Use agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.

• Proven expertise or certification in Lean Six Sigma, Agile methodologies, Change Management, Organizational Design, or Strategic Consulting Engagements.

Job responsibilities

• Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
• Produces architecture and design artefacts for complex applications while being accountable for ensuring design constraints are met
• Gives insightful and constructive feedback when reviewing code, technical designs and requirements
• Gathers, analyses, synthesises, and develops visualisations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
• Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene, system architecture and team processes
• Mentors and empowers junior and mid-level talent within our team, and adds to a team culture of diversity, equity, inclusion, and respect
• Drives decisions that influence the product design, application functionality, and technical operations and processes
• Serves as a function-wide subject matter expert in one or more areas of focus
• Actively contributes to the engineering community as an advocate of firm-wide frameworks, tools, and practices of the Software Development Life Cycle
• Influences peers and project decision-makers to consider the use and application of leading-edge technologies

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and proficient advanced experience
• Solid understanding of fundamental data structures including arrays, linked lists, stacks, queues, trees, graphs, and hash tables.
• Ability to design, analyse, and implement algorithms, with a focus on sorting and searching techniques.
• Experience in modern architecture patterns (e.g. micro-services, reactive architectures, event-driven architectures)
• Programming experience in at least 2 modern programming languages/frameworks such as JavaScript, React, Node.js, Java, Kotlin, Python, Go
• Experience working with HTML/ CSS and at least 1 modern JavaScript framework such as React.js, Vue.js, Hapi.js, Ember.js, Angular.js
• Experience with relational and non-relational databases (e.g. PostgreSQL, MongoDB, CouchDB, Redis, Elasticsearch, Cassandra, etc.)
• Experience in engineering practices such as code refactoring, design patterns, design-driven development, TDD, CI/CD, building highly scalable applications, application security
• Experience with Agile development methodologies and working knowledge of DevOps principles
• Ability to interact with people at all levels in an organisation
• Ability to communicate complex ideas effectively
• Passion for growing your skills, tackling interesting work and challenging problems

• Experience/Knowledge of model governance, data governance is a plus
• Familiarity with modern full-stack technologies
• Experience in writing and utilising RESTful and GraphQL API services and performance tuning large-scale applications
• Experience with cloud providers (e.g. AWS, Azure, GCP) and containerisation (e.g. Docker, Kubernetes)

Job Responsibilities

• Oversee and manage a digital product portfolio, including project intake, assessment, resourcing, execution, tracking, and team capacity.
• Partner closely with Design Lead, Product Owners, Tech Leads, and Scrum Masters on execution, delivery, and reporting.
• Facilitate cross-impacting project discussions with multiple design teams and stakeholders.
• Collaborate with Digital Design, Product, and Line-of-Business teams to understand business demand, capacity planning, and guide project execution.
• Track projects to ensure milestones are met, status is documented, and reports are produced as needed; serve as overall traffic manager.
• Partner with Digital and other teams to drive concept readiness and artifact quality.
• Consult with design teams to develop clear plans, including size, scope, sequence, and next steps for design activities.
• Serve as a single point of contact for project status and issue management.
• Ensure all deliverables are clearly specified, scoped, and agreed upon between client and internal teams.
• Ensure project teams understand requirements and adhere to company standards.
• Champion ongoing firm-wide and design team process improvements.

Required Qualifications, Capabilities, and Skills

• 3+ years of project/program management experience with digital design or marketing teams.
• Understanding of product development lifecycle at scale.
• Understanding of Waterfall and Agile project methodologies.
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint), SharePoint, and Confluence.
• Demonstrated effectiveness in developing plans, prioritizing activities, and driving execution.
• Excellent written and verbal communication skills, with the ability to present complex information clearly and handle sensitive information.
• Strong organizational skills with experience coordinating multiple work streams, proactive and independent, adaptable to changing business needs.

Preferred Qualifications, Capabilities, and Skills

• Experience at both a design studio and a large corporate environment.
• Experience or familiarity with Atlassian/JIRA software tools and Monday.com.
• Strong project management skills.
• Excellent communication and interpersonal skills with stakeholders.
• Passionate about customer-centric design.