דרושים Equity & Deferred Comp Strategy Innovation Vice President ב-גיי פי מורגן ב-United States, Jersey City

As the Vice President of Equity & Deferred Comp Strategy & Innovation, you will work closely with the Head of Equity & Deferred Comp Strategy to drive systemic solutions that support key business initiatives. Your role will involve collaborating with Product, HR Global Ops, and Technology teams to provide requirements and process flows, review system designs. You will also partner with QA to identify test cases and perform User Acceptance Testing. In addition, you will oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and an exceptional and engaging employee experience.

Job responsibilities

• Collaborate with the Head of Equity & Deferred Comp Strategy to drive the development and implementation of systemic solutions for key business initiatives that enhance equity compensation plans and align with overall business objectives.
• Partner with Product, HR Global Operations, and Technology teams to provide requirements and process flows, review system designs, identify test cases, and perform User Acceptance Testing.
• Manage complex calculations for share retention requirements, implementing a maker and checker process to ensure accuracy.
• Oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and functionality.
• Utilize Excel to manage and manipulate data, ensuring accuracy and completeness of data
• Reconcile data between systems, identifying and resolving discrepancies efficiently
• Test functionality of the stock plan system to ensure a smooth transition
• Document and retain new processes and controls developed during project implementations
• Prepare presentations and materials for communications and meetings with various stakeholders and levels of management
• Collaborate with cross-functional teams to address any issues that may arise while m

Required qualifications, capabilities and skills

• Strong knowledge of equity & deferred compensation plan products, including Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPP).
• Ability to translate equity & deferred comp business requirements into detailed documentation for Product and Technology teams to develop effective solutions.
• Ability to reconcile large sets of data using various tools including Microsoft Excel
• Strong attention to detail to ensure accuracy and completeness of data with strong written and verbal communication skills
• Ability to develop and execute comprehensive test cases for process validation while also proficient in auditing, testing and validating data
• Experience crafting clear and concise communications in Microsoft Word and PowerPoint to various stakeholders
• Ability to collaborate effectively with cross-functional teams
• Team player mindset, contributing to a positive and collaborative work environment
• Proven technical background with the ability to lead strategic technology initiatives with familiarity with relevant tools and technologies in data management and quality assurance
• Analytical mindset to identify issues and propose effective solutions and strategic thinking to align technology initiatives with business goals
• Flexible approach to handle evolving project requirements and priorities and ability to thrive in a dynamic and fast-paced work environment

Preferred qualifications, capabilities and skills

• Experience in leading technology-driven strategic initiatives within equity & deferred compensation or related fields.
• Familiarity with deferred compensation plans
• Strong presentation skills, with the ability to effectively utilize PowerPoint to communicate complex ideas and strategic initiatives to various audiences
• Experience in using generative AI to drive innovation and enhance processes within the equity & deferred compensation space

As a Sales Success Credit Support Manager within the Sales Success Credit Support team, you will lead the team in supporting GCB Payments Sales. You will develop and maintain subject matter expertise of Payments products and their associated credit facilities, collaborate with stakeholders on projects, and manage exception reporting and feedback. Your role will involve creating process models, specifications, and management presentations, while ensuring clear communication and partnership with stakeholders to achieve common goals.

Job Responsibilities:

• Develop and maintain subject matter expertise of Payments products and their associated credit facilities including the business and application flows.
• Develop and maintain subject matter expertise in the various systems and tools used by the team to monitor credit.
• Support stakeholder requests such as facility analysis / reporting, answering questions on how to setup and maintain Payment facilities, and resolving setup issues identified on exception reports.
• Manage the creation of exception reporting, providing feedback to stakeholders and updates to management.
• Develop and maintain Standard Operating Procedures for different request types
• Collaborate with project stakeholders to determine scope and management of both new and existing projects.
• Work with stakeholders on a structured plan and provide periodic reporting to management.
• Create process models, specifications, diagrams / flows, and management presentations.

Required Qualifications, Skills and Capabilities:

• Experience in global payments, with understanding of credit facilities required.
• Experience in control management
• Experience in project management including scope, planning and risk/issue management.
• Strong understanding of Windows Office
• Data experience
• Ability to clearly communicate, partner and influence - leading others to a common goal.

Preferred Qualifications, Skills and Capabilities:

• Advanced Excel, SQL, Business Objects, Alteryx experience preferred

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate