International Payment Specialist jobs at Jpmorgan in United States, New York

As the Content Design Vice President Communications Lead for the Global Finance Technology organization at JP Morgan, you will play a key role in shaping communication strategies, developing impactful content, and analyzing insightful data. This position is part of the Chief of Staff Office and requires a proactive self-starter to help advance our objectives and foster a positive culture within our 1,600-person organization.

In this role, you will craft and implement comprehensive communication strategies that effectively convey our narrative to both business and technical partners, while enhancing employee engagement. You will design, write, and create content for the organization’s global communication channels, offering solutions that align with product development, operational, and cultural goals. Your exceptional verbal communication skills and senior stakeholder management abilities will cultivate productive relationships and influence decision-making to achieve beneficial outcomes. Your experience in managing complex initiatives, coupled with your proficiency in data analysis and adaptability, will empower you to navigate through complexity and change. Beyond leading strategic communications, you will also be responsible for developing and maintaining dashboards and reports to support operational programs and monitor key performance indicators. Your expertise in data analytics will provide actionable insights that inform strategic decision-making within the Global Finance Technology group.

Job Responsibilities

• Develop and execute program development and communications strategies by identifying and recommending communication needs, capabilities, and solutions that support the organization's operational and cultural objectives.
• Write and design content for various channels, including executive messages and presentations, global and location-specific events, and strategic communications initiatives.
• Measure the effectiveness of communication messages, channels, and programs using data-driven insights, and assess their overall impact on the organization.
• Utilize advanced data analytic skills to provide insights that clarify and enhance messaging, enabling data-driven optimizations to improve efficiency and effectiveness within the tech organization.
• Develop and maintain dashboards and reports to track key performance indicators and metrics. Analyze data to provide actionable insights that inform strategic decision-making within the Global Finance Technology group.
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain momentum.
• Collaborate with cross-functional teams, working closely with senior stakeholders across regions and lines of business.
• Champion globally inclusive cultural initiatives focused on engaging and motivating our global population.

Required Qualifications, Capabilities, and Skills

• Proven experience in communications, content design, or a related field, preferably within a corporate or technology environment.
• Expertise in written and verbal storytelling, crafting clear, engaging content that effectively conveys complex information.
• Excellent verbal communication skills and experience collaborating with senior leaders.
• Strong creative problem-solving skills, data-driven critical thinking, and a willingness to learn (e.g., identifying trends and patterns using a diverse and ever-growing toolkit).
• Ability to design effective content architecture, organizing and structuring content for enhanced user experience and easy navigation within products or websites.
• Experience with data visualization tools such as Tableau, Databricks, or similar platforms to develop and maintain dashboards and reports.
• Strong organizational skills and the ability to manage multiple projects simultaneously.
• Ability to build relationships and influence, organize, and direct people across various seniorities, teams, and departments.

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• 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
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job Responsibilities

• Partner with ITMs to drive increased penetration of banking products and solutions for existing and new clients
• Collaborate with ITMs to proactively provide treasury cash management solutions with a consultative and client driven framework
• Lead business reviews for existing clients with treasury services, and make recommendations to improve the client experience via automation, fraud protection etc.
• Provide support for general inquiries (e.g. overview of deposit and treasury product features, pricing)
• Present proposals, pricing analyses and cost/benefit analyses based on client needs
• Manage / approve rate and pricing exceptions within delegated authorities

Required Qualifications, Skills and Capabilities:

• 5+ years of cash management sales and relationship management experience
• Knowledge and understanding of Treasury Service Products
• Team-oriented with ability to develop strong working relationships with clients and colleagues
• Strong verbal and written communication skills
• Strong analytical and time management skills
• Demonstrated experience of meeting or exceeding sales goals; proven top contributor
• Undergraduate Degree
• Series 7 and 63 preferred, but will be required with in 12 months of date of hire.

Job summary:

As an Associate Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of analytical, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role.

Job responsibilities:

• Internal product manager and key stakeholder- support relationships with the various US retail advisor sales channels; serve as primary point of contact for questions and inquiries related to the MAS retail business with a focus on Model Portfolios. Represent the team in internal strategic initiatives and projects.
• Desk coverage – ensure internal coverage for the investment specialist team. This may include client meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately.
• Client portfolio subject matter expert– draft portfolio commentary and other Models communications, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.
• Presentation materials - point person for maintenance and development of client presentations (pitch books, webinars, investment reviews, etc.) and marketing materials. Your input and initiative will be critical as you will be expected to craft creative solutions for varying client needs. You will be expected to create and update content (presentation slides, commentary, etc.) that incorporates timely market events and help better position the Models with internal and external stakeholders. You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate.
• Internal / external presenter - Present market and investment insights using tools like the JPMorgan Guide to the Markets, covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars.
• Training internal sales force – collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies .
• Competitive Analysis – gather and analyze the competitive advantages of our industry peers and their competitive products.
• Automation – identify inefficiencies and manual processes that could benefit from automation using tools such as Python, LLM, etc. to help drive strategic initiatives that could help grow the business.

Required qualifications, capabilities and skills:

• Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements to succeed in this role. Positive attitude and creative thinking – an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive efforts for improvement
• A working knowledge of investment design and portfolio construction
• Strong presentation skills
• The environment is fast-paced and demanding. Relationship building skills, flexibility, and teamwork across various teams within and outside the product group is required.
• Minimum of 2 years of experience in the financial industry
• Ability to deliver results in a timely and accurate manner, frequently under tight deadline
• Intellectual curiosity - questioning the status quo
• Proficient in Excel & PowerPoint

Preferred qualifications, capabilities and skills:

• SIE and Series 7, 63 and 3 certifications are required within 120 days
• Interest in pursuing CFA is desirable; possible sponsorship after one year
• Prior experience in finance or related fields
• Coding experience a plus

Job responsibilities

• Manage the preparation and allocation of funding for managed demand deposit accounts (DDA’s), ensuring proper allocation within set thresholds.
• Collaborate with other business lines to facilitate appropriate funding, ensuring seamless operations across all asset classes.
• Utilize various systems and tools to reconcile ledgers, identifying and resolving discrepancies in a timely manner.
• Contribute to the review and improvement of end-to-end processes, applying knowledge of process improvement methodologies to optimize operations.
• Support the implementation of automation initiatives, leveraging knowledge of systems architecture and automation technologies to enhance operational efficiency.
• Understand the function and relevant processes end to end. Assist in identification of issues, analysis of problems and implementation of solutions.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in managing cash movements in and out of client accounts and preparing funding for managed demand deposit accounts.
• Demonstrated ability to apply problem-solving techniques to resolve defined problems within the trade lifecycle.
• Experience in using systems architecture and automation technologies to support operational efficiency.
• Ability to create and deliver presentations to peers, managers, and stakeholders using standard office software applications.
• Familiarity with continuous improvement methodologies to optimize processes and propose solutions within the trade lifecycle.
• Proficient in Microsoft Office ie. Word, Excel, Access, Outlook

Preferred qualifications, capabilities, and skills

• Prior Securities Operation will be beneficial.
• Bachelor’s degree or equivalent, preferred.

Asset Management 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.

Job Summary:

As a Product Specialist supporting Customized Managed Account Solutions, you will help drive key project initiatives impacting our strategic roadmap supporting our retail separately managed accounts (SMA) and Model Portfolio business. Working in direct collaboration with cross-functional partners including technology, operations, client service, investment, and control partners, you will define and oversee the implementation of technology requirements and end-to-end operating model development enabling key initiatives to improve scale and quality, enable innovative new product development and enhance the client experience to drive and support continued business growth.

Job responsibilities:

• Partner with business colleagues and subject matter experts to develop a deep understanding of the SMA and Model Portfolio business including services and products offered, our technology architecture, and existing operating models and control processes
• Conduct product discovery workshops and document current and proposed operating model flows to define requirements for technology implementation and process re-engineering.
• Work with developers and UX designers in refining features and initiatives, including the definition of clear acceptance criteria and user validation
• Partner with key users across investment, operations and client service teams as well as control partners in legal and compliance to ensure adoption and alignment of the operating model that supports key technology development and enhancements
• Escalate and drive the resolution of key business decisions required to resolve roadblocks in operating model design to support the business
• Support prioritizing the backlog to ensure technology evolvement beyond most viable product (MVP) requirements

Required qualifications, skills and capabilities:

• Familiarity with agile development methodologies
• Experience with frequently used tools in software product development such as Jira is a plus
• Expertise in workflow documentation (Visio) and PowerPoint
• Strong collaborator who can reconcile different user needs and priorities and work with a cross-functional team
• Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
• Demonstrate ability to multi-task and re-prioritize quickly

Preferred qualifications, skills and capabilities:

• 5-7 years’ experience with product or project management roles
• Experience in Asset or Wealth Management, knowledge of retail SMAs a plus
• Strong interest in technology and how technology can drive efficient processes
• Prioritize work, meet tight deadlines, and possess strong attention to detail
• Work independently, possessing energy and confidence to complete strategic initiatives with limited supervision
• Utilize qualitative and quantitative tools to analyze, synthesize and interpret information
• Work successfully and efficiently in a team-based environment

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