דרושים Jp Morgan Wealth Management - Vice President ב-גיי פי מורגן ב-United States, Columbus

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

• Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
• Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
• Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
• Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
• Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience
• Bachelor’s degree in Finance or related field, or equivalent work experience
• Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
• Demonstrate 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 and present proactive solutions
• Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

• Extensive knowledge of business and credit underwriting with commercial credit training
• Experience owning / operating a small business

Job Responsibilities

• Oversee and manage a digital product portfolio, including project intake, assessment, resourcing, execution, tracking, and team capacity.
• Partner closely with Design Lead, Product Owners, Tech Leads, and Scrum Masters on execution, delivery, and reporting.
• Facilitate cross-impacting project discussions with multiple design teams and stakeholders.
• Collaborate with Digital Design, Product, and Line-of-Business teams to understand business demand, capacity planning, and guide project execution.
• Track projects to ensure milestones are met, status is documented, and reports are produced as needed; serve as overall traffic manager.
• Partner with Digital and other teams to drive concept readiness and artifact quality.
• Consult with design teams to develop clear plans, including size, scope, sequence, and next steps for design activities.
• Serve as a single point of contact for project status and issue management.
• Ensure all deliverables are clearly specified, scoped, and agreed upon between client and internal teams.
• Ensure project teams understand requirements and adhere to company standards.
• Champion ongoing firm-wide and design team process improvements.

Required Qualifications, Capabilities, and Skills

• 3+ years of project/program management experience with digital design or marketing teams.
• Understanding of product development lifecycle at scale.
• Understanding of Waterfall and Agile project methodologies.
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint), SharePoint, and Confluence.
• Demonstrated effectiveness in developing plans, prioritizing activities, and driving execution.
• Excellent written and verbal communication skills, with the ability to present complex information clearly and handle sensitive information.
• Strong organizational skills with experience coordinating multiple work streams, proactive and independent, adaptable to changing business needs.

Preferred Qualifications, Capabilities, and Skills

• Experience at both a design studio and a large corporate environment.
• Experience or familiarity with Atlassian/JIRA software tools and Monday.com.
• Strong project management skills.
• Excellent communication and interpersonal skills with stakeholders.
• Passionate about customer-centric design.

As a Vice President in the Domestic Trust Services / Fund Servicing team, you will support our Endowment and Foundation and Trust clients by providing accounting services and transactional support and processing. This position requires the understanding of advances accounting, cash, and securities movement methodologies. General responsibilities include partnering with internal and external partners and communicating with external clients/partners to gather and process information.

Job responsibilities

• Organize daily priorities to ensure deliverables are met for assigned activities.
• Process daily activities which include digital mail, subaccount, cash movement, securities movement of endowment and foundations and privately held entities.
• Be a subject matter expert on the methodologies of accounting, cash and securities movement.
• Display problem solving, analytical skills and independent decision making in line with position.
• Conducts quality control over other’s work.
• Be flexible and engaged with team members to meet departments deliverables.
• Lead, mentor, and participate in the development of associates.
• Be available to provide input to, test and help implement innovative technology as needed.
• Manage internal and external technology including Third Party Oversight management as needed.
• Support the development of marketing products and poses the ability to engage external U.S. banking clients.

Required qualifications, capabilities, and skills

• An undergraduate degree in Finance/Accounting or equivalent professional experience.
• Advanced understanding of investment account statements from financial institutions.
• Ability to interact with U.S. based clients to support product initiatives.
• Ability to partner with other business associates to develop process improvement strategies, integrate processes, and execute changes to or implementation of new processes.
• Ability to take ownership and be accountable.
• Ability to prioritize and manage multiple responsibilities simultaneously.
• Aptitude for analyzing issues and information accurately and demonstrating effective issue resolution and decision-making skills (fact-based decisions).
• Proficiency with Microsoft applications (Word, Excel, Access, PowerPoint).

Preferred qualifications, capabilities, and skills

• Fund accounting and/or experience with privately held companies.
• Experience of various banking/accounting software applications.
• Experience developing/converting to new banking/accounting software.
• People management/engagement experience and skills.
  

As a Vice President in the Wholesale Credit Risk team based in Thailand, you will be at the forefront of executing transactions across derivatives, liquidity and cash management products, loans, as well as acquisition & leveraged finance. You will be working closely with our business partners from various sectors including Corporate Banking, Global Investment Banking, Markets and Global Payments. Your role will be pivotal in promoting credit analytics including risk rating determination, industry assessment with a key focus on due diligence, structuring, negotiation, documentation, and approval of transactions. You will also be responsible for the ongoing credit monitoring and review work for all client facilities, providing you with a diverse and dynamic work environment.

Job responsibilities

• Be responsible for ongoing supervision and management of an assigned portfolio of corporate and institutional clients across a range of industries
• Take a lead role in the due diligence, structuring and documentation for transactions
• Conduct detailed review of forward-looking credit analysis, along with necessary financial modelling, to provide insight into clients’ industries and the key business and financial risks they face
• Exercise a meaningful credit approval authority
• Interact closely with transaction stakeholders including client coverage and product bankers, credit executives and legal counsel
• Review various credit and regulatory reporting requirements
• Mentor and develop junior Wholesale Credit Risk team members
• Track market and industry developments and their impact on clients
• Recommend and monitor internal credit ratings; and
• Support the team with ongoing ad-hoc initiatives and work streams

Required qualifications, capabilities and skills

• At least 6 years’ experience gained in a credit risk or credit analysis role within corporate, institutional and/or investment banking
• Strong credit risk analysis skills covering both qualitative and quantitative analysis
• Strong understanding of products across loans, derivatives and liquidity and cash management products as well as related documentation
• Ability to take an active role in identifying key issues and concerns relating to clients, their industries and transaction structures
• Ability to demonstrate good time management and clarity in thinking when dealing with multiple work streams in a fast-paced environment
• Ability to foster relationships and confidently interact with origination teams and other internal stakeholders

Preferred qualifications, capabilities and skills

• Highly proficient in Microsoft Excel with an ability to navigate through financial models, as well as other Microsoft programs (PowerPoint, Word, Outlook etc.)
• Undergraduate degree or post graduate qualifications in accounting, business, finance, or a quantitative related discipline

As a Vice President in the Financial Institutions Group (FIG) Banks group, you will be responsible for managing client relationships and driving business development. This involves building strong connections with key decision-makers, identifying new opportunities, and staying informed about industry trends. You will work with internal teams to deliver comprehensive banking solutions, including corporate finance, investment banking, credit, payments, asset management, and securities services.

Job responsibilities:

• Lead client meetings and prepare materials on strategic opportunities, capital markets, capital structure, and business operations to provide comprehensive insights and recommendations.

• Participate in all aspects of client engagement from marketing to transaction execution

• Coordinate with various internal divisions, including Investment Banking Coverage, Capital Markets, Payments, Security Services, and Asset Management.

• Develop and maintain financial models, specific to the Banking industry, to assess regulatory capital health, debt capacity, impact from M&A, as well as the effect of different capital structures on financial health.

• Conduct industry research and analyze comparable companies and transactions to support strategic decision-making.

• Collaborate with deal team members and partners across J.P. Morgan LOB’s to ensure successful transactions across diverse banking products and solutions.

• Assist senior bankers with client management, idea generation, and business initiatives to enhance client service and drive growth.

• Mentor junior bankers, providing guidance and support to develop their skills and enhance team performance.

Required Qualifications, Capabilities and Skills:

• Over 6 years of experience in the financial industry, with a strong preference for experience in bank financial analysis, bank regulation and more broadly the banking operating landscape.

• Broad understanding of core banking products and how to position them to banks.

• Strong skills in corporate finance, financial analysis, credit assessment, and problem-solving.

• Exceptional verbal and written communication abilities.

• Self-motivated, dependable, intelligent, with strong attention to detail.

• Ability to excel in a fast-paced, collaborative work environment.

• Must possess or obtain FINRA Series 79, Series 63, and Securities Industry Essentials (SIE) licenses within three months of hire, and hold a bachelor's degree in Business, Finance, Accounting, or a related field.