Ai Transformation & Strategic Execution - Executive Director jobs at Jpmorgan in United States, New York

As an Associate in Wealth Management PXT Business Management, you will have a dynamic role that will vary from business to business, in line with the priorities of the different lines of business. You will also provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.

Job responsibilities

• Organize complex information in a strategic and compelling way, demonstrating strong acumen and expertise in PowerPoint and Excel techniques
• Create presentations quickly and iteratively for senior management presentations, reports, and dashboards, driving things forward and working with stakeholders to stay up-to-date on information needed (e.g., Advisor showcases, business reviews, newsletters, etc.)
• Communicate effectively with key business partners to understand projects and drive next steps
• Manage and deliver key work streams and tasks
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• Prior experience in Business Management or COO role
• Prior experience within the Technology space
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders; attention to detail is a must
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Strong time management and prioritization skills
• Be flexible and open to work on ad-hoc initiatives as they arise

Preferred qualifications, capabilities, and skills

• Background in Wealth Management a plus
• Experience with Confluence nice to have

Job responsibilities:

• Serve as a thought-leader who drives a strategic, complex, and highly visible AI-driven program across LOBs and functions from project initiation to delivery
• Take accountability for strategic design, business requirements, and new ways of working to support AI agentic solutions
• Lead successful end to end execution and delivery of a program objective without precedent (including project conception, planning, requirements gathering, solutioning, governance, and decision-making) based upon targeted business outcomes, dependencies, and stakeholders
• Establish a problem statement, opportunity goals, baseline data, measures of success, and business requirements for AI-based capabilities
• Maintain an analytical mindset to understand, develop and synthesize requirements; risks; and cross-dependencies during roadmap delivery across multiple program workstreams. Able to articulate rationale behind roadmap and solutions
• Ensure there is communication, alignment, and coordination across all stakeholders by creating and facilitating project status and executive summary presentations; communicate effectively with peers, cross-functional team members, and senior stakeholders
• Communicate to all levels of the organization through compelling, impactful storytelling
• Build relationships with cross-functional teams (including Technology, Legal, and Regulatory Controls teams) to understand pain points, gather requirements, and drive solutioning
• Create an environment where all voices can be heard and ideas are openly welcomed and debated; establish trust with peers, partners, and executive sponsors
• Be a champion for both business and culture transformation, leading with consistency, integrity, and humility

Required qualifications, capabilities, and skills:

• 10+ years of related experience (program management and product owner-related experience)
• Significant AI expertise and proven delivery record of AI-based capabilities
• End to end product ownership experience – including understanding of best practices, tools, and processes
• Proven ability to lead initiatives through ambiguity typical of a large-scale business initiative and define path forward
• Proven ability to create senior executive leadership presentations
• High aptitude with agile best practices and collaboration tools (e.g. Confluence, JIRA, Microsoft Teams)

• Experience with budget planning and compensation processes

Job responsibilities

• Track and understand trends by analyzing booked fees and pipeline activity. Provide insights on drivers of change to F&BM partners and management team
• Analyze competitor data, in particular league tables, to benchmark JPMorgan’s performance against other competitors and assist the management team in understanding underlying trends
• Provide regular updates to senior management on P&L, new mandates and missed deals, revenue forecast, headcount tracking, potential risk areas
• Prepare content used in Business Reviews and Town Halls.
• Build and/or maintain various databases to monitor proprietary deal-related information not available in public sources to facilitate enhanced business analyses
• Assist with ad-hoc requests and projects to support the growth and development of our business

Required qualifications, capabilities, and skills

• Bachelor's Degree in Business, Finance, Economics, or other related area
• Previous product knowledge and/or prior Business Management or COO experience
• Energetic and dynamic in style, positive attitude
• Highly motivated self-starter with excellent time management/prioritization skills
• Able to forge strong internal relationships across a broad range of functions
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills with ability to present well to senior and global business heads
• Able to both define and deliver to conclusion a strategic agenda across multiple groups
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills
• Attention to detail with logical thought process

The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm. Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.

As an AI in Operations Transformation Office Program Manager, you will lead complex projects and programs to drive the AI in Operations program towards its strategic goals and impact AI and Operations teams across the firm. Your experience in program management of leading program offices and broad understanding of the AI space will enable you to develop strategic plans and ensure the program meets internal and external requirements. Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes. Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients. Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.

Job Responsibilities:

• Apply structured problem-solving and design thinking to address top strategic priorities
• Develop innovative solutions to transform the business model and product offering
• Develop an understanding of innovation in financial services and particularly emerging technologies (e.g., AI/LLM, ML, RPA) to help reimagine the future of D&PS
• Prepare for and listen well in meetings; interject and participate in stakeholder interviews to gather baseline information and work with business partners to clarify / execute any follow-up requests
• Support multiple project work streams
• Establish strong working relationships with internal stakeholders and colleagues
• Manage deadlines and timeframes, proactively escalating issues, as needed

Required qualifications, capabilities, and skills:

• 5 years of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team, leading technology company or AI-related start-up
• Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
• Strong client management and executive-level communication skills
• Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
• Bachelor's degree in Economics, Finance, Math, Engineering, or a related field

Preferred qualifications, capabilities, and skills:

• Experience in financial services industry or AI-related field
• MBA or an advanced business degree from a top-tier program

As a Payments Business Manager in EMEA Liquidity & Account Solutions, you will take a collaborative approach, building and maintaining relationships as a key part of this role. You will work globally across a diverse set of stakeholders in a dynamic environment. This role offers visibility across the Payments organization and the chance to work closely with a wide variety of stakeholders; a learning mindset is essential.

Job Responsibilities:

• Collaborate with business leads to explain financial performance and revenue/expense drivers for their products, advising on strategic and tactical goals.
• Use Excel for data interpretation and PowerPoint for crafting narratives that link data to real-life activities.
• Effectively interact and influence stakeholders of varying seniority and geographic locations.
• Provide a high level of responsiveness to executive requests related to project management, presentation development, and business analysis.
• Facilitate global communication of business strategy, performance, and priorities.
• Organize complex information in a strategic and compelling way.
• Manage client pipeline and conduct trend analysis.
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy sessions.
• Support audit, regulatory, and compliance deliverables.
• Ensure adherence to LOB and corporate-wide objectives and policies.
• Build effective relationships and work closely with F&BM colleagues across the CIB organization.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree and experience in a strategic or similar role.
• Extensive experience within Financial Services (Transaction Services).
• Proficiency with Excel and PowerPoint
• Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task.
• Enthusiastic, self-motivated, and effective under pressure.
• Strong analytical and numeric skills, excellent attention to detail.
• Effective communication, influencing, and relationship-building skills; team player.
• Ability to work well individually and partner effectively.
• Pro-active and problem-solving mindset with ability to identify, present, and implement solutions.
• Comfortable presenting to senior audiences, strong written and verbal communication skills.
• Self-motivated, tenacious, and able to work with a high degree of independence.
• Understanding of liquidity products.

Preferred Qualifications, Capabilities, and Skills:

• Experience in global communication and strategic analysis.
• Expertise in storytelling with data and crafting compelling narratives.
• Ability to work cross-functionally with multiple competing priorities and deliverables.
• Experience in client pipeline management and trend analysis.
• Familiarity with audit, regulatory, and compliance processes.
• Strong design acumen and expertise in Excel and PowerPoint techniques.
• Experience in coordinating team activities and preparing strategic materials.

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