דרושים Workplace Solutions - Executive Services 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

J.P. Morgan Workplace Solutions is a technology and service-based offering, created to empower our corporate clients to easily manage their workplace equity compensation plans with confidence. Our intuitive solutions help to attract and keep talented people. If you seek to deliver high quality client / participant services within the Finance industry, this may be the opportunity for you.

As a Customer Service Team Lead within JP Morgan Workplace Solutions you will be responsible for operational excellence in our Global Service Desk team. This role will be reporting to the Ohio Service Lead and includes providing leadership to a team of Service Desk associates, ensuring delivery of associated KPIs. This includes but is not limited to the responsibility of managing all service delivery processes related to the identification, prioritization, and resolution of customer and participant service requests and incidents, ensuring the highest quality of customer service experiences are delivered and internal processes are followed. We are looking for an experienced leader to provide ongoing managerial, technical and motivational leadership, in line with JP Morgan values and goals.

Job responsibilities

• Manage the team of Customer Service Associates and collaborating with regional Service Desk leaders in North America, Europe, Asia or Middle East and taking responsibility for strategic decision-making.
• Lead to achieve results and be responsible for planning the necessary actions – recruitment, training, KPI improvement, IT development, logistic conditions
• Work as a focal point between the client and Workplace Solutions’ internal departments (Sales, Marketing, Product, IT, Operations, CRM…)
• Drive operational results (SLAs and KPIs and the delivery of excellent service
• Assist with questions and escalated issues from service desk team members.Seek to go above and beyond the role by taking ownership of difficult problems, aiming to resolve ongoing issues
• Adhere to and maintain the firm’s controls, policies, procedures, and regulations while supporting supervisory functions for risk mitigation and procedural oversight.
• Become an expert in the different types of equity vehicles and be able to articulate these nuances in a professional, easy-to-understand format both written and verbally.
• Partake in business development by identifying potential business opportunities between J.P. Morgan and participants to engage in broader wealth management products/services. You will serve as the gateway to broader financial solutions available for participants.
• Effectively collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions. Identify opportunities to enhance employee and caller experience through process and product changes, and provide recommendations to leadership.

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7, 63 required as well as fluencyyin English. Fluency in other languages is a plus.
• Experience managing teams in the Customer Service / contact centre industry preferably in the Financial Services (bank, fintech or similar)
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines involving multiple stakeholders
• Excellent written and oral communications skills as well as proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
• Experience managing KPIs and SLA’ s as well as client-company relationships
• Leadership, management, analytical and decision making skills. Aptitude to improve existing processes and apply a methodical yet flexible approach to change
• Passion for learning new things every day and a continuous improvement mindset

Preferred qualifications, capabilities, and skills

• 2+ years supporting service teams in a leadership capacity
• 4+ years experience with Client Service / Contact Center solutions
• 4+ years experience with CRM and help desk software
• Lean / Six Sigma certification
• Exposure to a wide array of financial products
• Series 9 and 10 licenses preferred
• University degree in Business Administration, Economics, Finance or equivalent workexperience - preferred but not mandatory

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.

As a Control Manager Vice President for Mexico you will assume an oversight and consolidating role for the country but also for the region, partnering with the LOB control officers, and their regional teams, as well as the Central Control Team, Risk and Compliance to deliver the function objectives at the Latin America level.

Job Responsibilities:

• Support the Regional and central Payments control teams on the execution of the control management agenda in Mexico.
• Assist in the execution of the operational risk program, mitigating action plans to ensure satisfactory resolution through regular communication with the business owners of the issues
• Conduct certain control reviews in accordance to the annual plan of controls to identify potential control gaps and recommend appropriate actions in agreement with the LOB or functional regional management team.
• Help coordinate the Control Office meetings, publish minutes and monitor delivery of action plans and other relevant metrics. Support the production process of control packages such as the local Business Control Committee and the LOB´s BCC´s.
• Support the execution and submission of local Risk Control Self Assessments and drive the ensuing program of action plans
• Ensure that operational risk events occurred in the location are promptly reflected onto the corporate database (RED) and follow up on any action/change
• Track identified control gaps, recommend corrective actions, agree ownership and target dates, monitor corrective actions progress to completion
• Assist in the coordination of reporting; ensuring issues are appropriately reported to internal and external review bodies.
• Support to local regulators, internal and external auditors activities, requirements and reviews.
• Proactively share and compare controls and findings with the peer community to constantly improve regional control framework

Required qualifications, capabilities, and skills:

• Strong management and organizational skills; ability to track/meet deadlines and monitor various metrics and reports while identifying control themes
• Excellent communication, relationship building and influencing skills;
• Understanding of financial management and planning preferred;
• Proactiveness, very good interpersonal, negotiating and problem solving skills are key elements;
• Proficient in word, excel and powerpoint excellent presentation skills
• Degree level education (i.e. –Finance or Business related area – or equivalent) is required 6 to 8 years in an equivalent role in Controls, Audit or Compliance
• Highly fluent in English