דרושים Control Manager ב-גיי פי מורגן ב-United States, Boston
JPMorgan Global Security - Regional Manager United States, Massachusetts, Boston
- Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
- Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
- Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
- Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
- Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
- Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
- Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
- 6+ years of cash management, sales and relationship management experience
- Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
- Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
- Excellent verbal and written communication skills
- Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
- Strong time management, organizational and planning skills
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Bachelor’s degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities
משרות נוספות שיכולות לעניין אותך
JPMorgan Trade Lifecycle Manager III - Vice President United States, Massachusetts, Boston
As a Trade Lifecycle Manager III within JPMorganChase, you will be a key player in managing the operations of the pre- and post-trading life cycle across all asset classes. Your role will involve complex tasks such as coordinating cash movements in and out of client accounts, preparing funding for managed demand deposit accounts, and collaborating with other business lines to ensure proper funding. You will leverage your deep understanding of trade lifecycle principles and practices to make impactful decisions that affect our operations and financial management. Your advanced skills in areas such as process improvement, automation, and project management will be crucial in driving efficiency and innovation in our operations. As a leader, you will manage a diverse team, fostering a culture of continuous improvement and excellence. Your ability to influence and manage internal stakeholders will be key to achieving our strategic objectives.
Job responsibilities
* Lead the execution of complex tasks involving cash movements in and out of client accounts, leveraging advanced knowledge of trade lifecycle principles and practices.
* Drive the development and implementation of process improvement strategies, utilizing advanced proficiency in automation and project management to enhance operational efficiency.
* Oversee the operations of the pre- and post-trading life cycle across all asset classes, ensuring all trades are processed on respective platforms.
* Utilize advanced market product knowledge to maintain compliance with current industry practices and regulations, and to inform strategic decision-making.
* Manage a diverse team, foster a culture of continuous improvement, and leveraging advanced skills in change management to navigate organizational shifts.
* Possess strong analytical and numerical skills
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in managing operations functions of the pre- and post-trading life cycle across various asset classes, with expertise in coordinating complex cash movements and preparing funding for managed demand deposit accounts.
* Proven track record in process improvement and automation initiatives to enhance operational efficiency, alongside advanced skills in stakeholder management to influence and drive strategic objectives.
* Extensive experience in managing diverse teams, fostering a culture of continuous improvement and excellence, and understanding the impact of trade support actions on other infrastructure groups like Finance, Market Risk, and Legal.
* Strong communication skills, enabling effective collaboration, as well as attention to detail and a sense of ownership in high-pressure, dynamic environments.
* Comprehensive understanding of key elements in infrastructure groups such as Credit Risk, Operational Risk, and Collateral, recognizing the impact of trade support team actions on these areas.
Preferred qualifications, capabilities, and skills
- Strong financial markets product knowledge and understanding of transaction lifecycle in Markets and/or subject matter expertise in Fixed Income, Equities, OTC/ETD and/or Mutual Funds.
- Strong relationship management and partnership with a large array of constituents; ability to manage by influence to promote change and proactively identify and escalating issues.
JPMorgan Branch Manager - Southern Boston Area United States, Massachusetts, Boston
Job Summary
As a Senior User Experience Researcher in CIB Digital Experience Design, you will play a pivotal role in shaping the future of banking by delivering actionable insights via complex research initiatives. You will collaborate with multi-disciplinary teams, including UX Designers, Product Managers, Engineering and more, to design innovative digital solutions that enhance user experiences and drive business success.
Job Responsibilities
- Structure and plan complex research initiatives, including generative and formative research
- Design, conduct, and analyze research studies, and produce associated materials (e.g., research agendas, discussion guides, generative exercises etc.)
- Capture findings, insights, and recommendations in compelling outputs that drive change; translate complex concepts into meaningful and actionable recommendations, including the design of visual frameworks and diagrams to support data
- Analyze and interpret behavioural data using advanced quantitative methods and translate insights into actionable recommendations to enhance user experience
- Support cross-functional Design Thinking exercises using research findings as a starting point
- Work with Product Management and Product Design in contributing to product requirements, including specifying desired outcomes for users
- Present findings to team members and stakeholders from multi-disciplinary backgrounds and varying organizational levels
- Incorporate business understanding into framing research and findings and recommendations
Required Qualifications, Capabilities and Skills
- Bachelor’s Degree in relevant research or design discipline (e.g., Interaction Design, HCI, Anthropology, Cognitive Science), certification from credible bootcamp or similar accelerated learning program, or equivalent work experience
- Strong User Research experience across both generative and formative methodologies
- Data interpretation, statistical modelling, and visualisation skills, with an ability to extract meaningful insights from large datasets
- Experience planning and conducting a variety of methodologies and approaches, knowing the strengths and weaknesses of each
- Ability to lead a complex research study from beginning to end independently
- Prior work involves collaboration within design teams (e.g. UX Researchers, Product Designers) and cross-functionally (e.g. Product Management, Engineering)
- Comfortable in presenting findings and insights to team members and stakeholders from multi-disciplinary backgrounds
- Experience with UX Research tools for remote research, diary studies, insight repositories and usability testing
- Confident & proactive – with an ability to work independently as well as part of a wider team
Preferred Qualifications, Capabilities and Skills
- Strong project planning and management skills
- Previous experience in a large organization, working on complex multi-faceted products
- Experience with Python/R/Tableau & other analytics tools
- Experience with embedding & analysing behavioural analytics software such as Google/Adobe Analytics or similar
JPMorgan Control Manager – Custody & ETF Operations Vice President United States, Massachusetts, Boston
As a P&A Vice President within the Client Profitability Planning and Analysis team, you will be a strategic leader dedicated to advancing solutions in Financial Planning & Analysis. You will work closely with cross-functional teams, such as Sales, Finance, and Business Management, to create and execute client profitability models that support our business goals. Your expertise will be crucial in influencing our pricing strategies and enhancing client relationships. Situated at the crossroads of Product and Client segments, you will play a key role in developing the overall Payments Strategy.
Job responsibilities
- Design and implement a fair and transparent profitability framework for Payments clients in collaboration with stakeholders.
- Identify causes of negative client profitability and drive initiatives to improve outcomes. Enhance transparency and efficiency in month-end processes.
- Stay informed about industry trends and best practices, applying this knowledge to enhance our framework.
- Lead additional one-off and repeatable analyses as required by senior management and support various projects related to client profitability.
- Lead monthly reconciliations of client profitability results, perform variance analysis, and prepare financial reporting deliverables for senior management.
- Explore and collaborate with various teams on client profiling, regional and country dynamics, and other considerations.
- Able to summarize potentially complex problems and questions into they key arguments to facilitate discussion and to demystify processes/approaches for wider audiences.
Required qualifications, capabilities and skills
- Bachelor's Degree in Accounting, Finance, Economics, or related field
- Qualified accountant or MBA with 6+ years of experience in the Financial Services industry or FP&A experience
- Advanced Microsoft Office skills (Excel & PowerPoint in particular). Expertise in Microsoft Excel
- Deep understanding of revenue and expenses. Familiarity with allocation rules and principles e.g. fixed/variable determination
- Exceptional analytical, problem-solving, critical thinking, and project management skills with a proven track record of execution against deliverables
- Excellent oral and written communication and relationship management skills
- Ability to present complex matters to senior management and stakeholders
- Strong team-building and communication skills
- Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
- Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
Preferred qualifications, capabilities and skills
- Proficiency with tools like Cognos, Alteryx, and Tableau
- Knowledge on capital allocations
JPMorgan Securities Services - Product Manager Vice President United States, Massachusetts, Boston
Job responsibilities:
- Strong focus on end-to-end client onboarding activities
- Develops a product strategy and product vision that delivers value to customers
- Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
- Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
- Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills:
- 5+ years of experience or equivalent expertise in product management or a relevant domain area
- Advanced knowledge of the product development life cycle, design, and data analytics
- Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
Preferred qualifications, capabilities, and skills:
- Demonstrated prior experience working in a highly matrixed, complex organization
JPMorgan JPMorgan Private Client Relationship Manager – Boston United States, Massachusetts, Boston
- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
JPMorgan Business Relationship Manager Senior Acquisition- Vice Presi... United States, Massachusetts, Boston
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
- Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
- 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
- Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
- Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
- Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
- Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
- Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses 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; presents proactive solutions and innovative alternatives when appropriate
- Balance needs of clients with associated risks and interests of the firm
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
- Bachelor’s degree in Finance or related field, or equivalent work experience
- Minimum of 3 years’ managing clients >$10+MM revenue
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
- Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
- Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
- Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
- Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
- Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
- Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
- Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
- 6+ years of cash management, sales and relationship management experience
- Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
- Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
- Excellent verbal and written communication skills
- Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
- Strong time management, organizational and planning skills
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Bachelor’s degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities
משרות נוספות שיכולות לעניין אותך
