Sales Product Solutions Manager - Healthcare Payments Vice President jobs at Jpmorgan in United States, Dallas

J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

As an Onboarding Specialist on the Customized Managed Account Solutions (CMAS) team you will have the opportunity to implement investment solutions while collaborating with stakeholders. In the role you will work across stakeholders to lead the implementation of client/fund lifecycle changes and grow your skills within the team.

Job Responsibilities

• Lead end-to-end client/platform onboarding events coordinating with key stakeholders
• Manage and oversee new account / client data across required systems critical to driving internal processes related to investment activities and reporting including marketing collateral
• Support both the development of new and enhancement of existing operating models to enable further growth of the business, improve scalability, increase controls, and mitigate risk
• Participate in external calls with Intermediary partners to articulate operational set up requirements and processes
• Create and manage internal presentations to provide business or project updates
• Have a strong controls mindset adhering to internal procedures to achieve process consistency
• Adapt to and drive change to improve the client experience and operational efficiency

Required qualifications, capabilities, and skills

• 3+ years of financial services industry in the asset or wealth management spaces
• Prior experience in project management, client service, and/or operations
• Expertise with Excel (e.g., using pivot tables, formulas, etc.) and PowerPoint (creating slides / charts and editing presentations)
• Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
• Demonstrate ability to multi-task and re-prioritize daily tasks

Preferred qualifications, capabilities and skills

• 4 year college degree or equivalent financial service experience

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 100 – 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

Job Summary

As a Vice President in the Mid Cap Investment Banking team, 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 work experience in an investment banking front office role.
• 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

As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup Banking.

Job Responsibilities:

• Demonstrate the ability to build a brand within your market that represents Startup Banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
• Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
• Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
• Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
• Be passionate about innovation, the early stage (pre series A) startup ecosystem and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  

Required Qualifications, Capabilities and Skills:

• 5+ years of related experience
• Strong understanding of Commercial Banking products and services
• Excellent sales management and business development skills
• Proficiency in building and maintaining positive client relationships
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers

Job responsibilities:

• Design, develop, and maintain scalable data pipelines and ETL processes to support data integration and analytics.
• Frequently utilizes SQL and understands NoSQL databases and their niche in the marketplace
• Collaborate closely with cross-functional teams to develop efficient data pipelines to support various data-driven initiatives
• Implement best practices for data engineering, ensuring data quality, reliability, and performance
• Contribute to data modernization efforts by leveraging cloud solutions and optimizing data processing workflows
• Perform data extraction and implement complex data transformation logic to meet business requirements
• Leverage advanced analytical skills to improve data pipelines and ensure data delivery is consistent across projects
• Monitor and executes data quality checks to proactively identify and address anomalies. Ensure data availability and accuracy for analytical purposes
• Identify opportunities for process automation within data engineering workflows
• Communicate technical concepts to both technical and non-technical stakeholders. Deploy and manage containerized applications using Kubernetes (EKS) and Amazon ECS.
• Implement data orchestration and workflow automation using AWS step , Event Bridge. Use Terraform for infrastructure provisioning and management, ensuring a robust and scalable data infrastructure.

Required qualifications, capabilities, and skills

• Formal training or certification on Data Engineering concepts and 3+ years applied experience. Experience across the data lifecycle
• Advanced at SQL (e.g., joins and aggregations)
• Advanced knowledge of RDBMS like Aurora. Experience in Microservice based component using ECS or EKS
• Working understanding of NoSQL databases. 4 + years of Data Engineering experience in building and optimizing data pipelines, architectures, and data sets ( Glue or Databricks etl)
• Proficiency in object-oriented and object function scripting languages (Python etc.)
• Experience in developing ETL process and workflows for streaming data from heterogeneous data sources
• Willingness and ability to learn and pick up new skillsets
• Experience working with modern DataLakes: Databricks )
• Experience building Pipeline on AWS using Terraform and using CI/CD piplelines
  Preferred qualifications, capabilities, and skillsExperience with data pipeline and workflow management tools (Airflow, etc.)
  Strong analytical and problem-solving skills, with attention to detail.Good communication skills, with the ability to convey technical concepts to non-technical stakeholders.
  A proactive approach to learning and adapting to new technologies and methodologies.