דרושים Business Relationship Manager - Officer ב-גיי פי מורגן ב-United States, Dallas

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

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 100 – 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• 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
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

Job responsibilities:

• Design, develop, and maintain scalable data pipelines and ETL processes to support data integration and analytics.
• Frequently utilizes SQL and understands NoSQL databases and their niche in the marketplace
• Collaborate closely with cross-functional teams to develop efficient data pipelines to support various data-driven initiatives
• Implement best practices for data engineering, ensuring data quality, reliability, and performance
• Contribute to data modernization efforts by leveraging cloud solutions and optimizing data processing workflows
• Perform data extraction and implement complex data transformation logic to meet business requirements
• Leverage advanced analytical skills to improve data pipelines and ensure data delivery is consistent across projects
• Monitor and executes data quality checks to proactively identify and address anomalies. Ensure data availability and accuracy for analytical purposes
• Identify opportunities for process automation within data engineering workflows
• Communicate technical concepts to both technical and non-technical stakeholders. Deploy and manage containerized applications using Kubernetes (EKS) and Amazon ECS.
• Implement data orchestration and workflow automation using AWS step , Event Bridge. Use Terraform for infrastructure provisioning and management, ensuring a robust and scalable data infrastructure.

Required qualifications, capabilities, and skills

• Formal training or certification on Data Engineering concepts and 3+ years applied experience. Experience across the data lifecycle
• Advanced at SQL (e.g., joins and aggregations)
• Advanced knowledge of RDBMS like Aurora. Experience in Microservice based component using ECS or EKS
• Working understanding of NoSQL databases. 4 + years of Data Engineering experience in building and optimizing data pipelines, architectures, and data sets ( Glue or Databricks etl)
• Proficiency in object-oriented and object function scripting languages (Python etc.)
• Experience in developing ETL process and workflows for streaming data from heterogeneous data sources
• Willingness and ability to learn and pick up new skillsets
• Experience working with modern DataLakes: Databricks )
• Experience building Pipeline on AWS using Terraform and using CI/CD piplelines
  Preferred qualifications, capabilities, and skillsExperience with data pipeline and workflow management tools (Airflow, etc.)
  Strong analytical and problem-solving skills, with attention to detail.Good communication skills, with the ability to convey technical concepts to non-technical stakeholders.
  A proactive approach to learning and adapting to new technologies and methodologies.

As a Credit Risk Manager - Vice President in Asset Based Lending, you are responsible for managing an assigned portfolio of Commercial Banking clients who have Asset Based loans and all other related exposure. Credit Risk Managers lead the client credit relationship with Commercial Banking Bankers who manage the overall relationship along with ABL Originators. In this role you will have extensive interaction with clients, other product partners, internal and external legal counsel, lenders, consultants and investors.

Job Responsibilities

• Lead all aspects of the credit relationship, including credit analysis, financial modeling and coordinating credit approval for all products including loans, derivatives, leases and cash management
• Proactively support and enhance client relationships
• Assign and assess internal ratings, risk assessment and risk mitigation. Recommend changes in structure or account management strategy to address negative trends. Assess monthly, quarterly and annual financial statements and borrowing base reporting
• Provide leadership in structuring and negotiating Credit Agreements, as well as, point person on all other amendments and waivers. Manage and monitor loan products including affirmative, negative and financial covenant compliance. Manage ongoing communication with bank group members as well as with other team members.
• Interpret collateral appraisals and field exams. Ongoing monitoring of collateral trends and liquidity, establishing reserves and recommending appropriate course of action to address issues
• Effectively challenge Banking Teams, partner with Debt Capital Markets, Treasury Services, Leasing, Derivatives and Loan Operations
• Communicate with Senior Management, respond to regulatory requests and maintain internal credit files
• Train and mentor junior team members

Required Qualifications, Capabilities and Skills

• Minimum 6 years of experience in Risk
• Strong understanding of capital markets, financing structures, derivatives and cash management products as well as related documentation
• Excellent communication skills - both written and verbal
• Ability to multitask in a fast paced environment

Preferred Qualifications, Capabilities and Skills

• Bachelor's degree in Accounting or Finance preferred
• Asset Based financing knowledge strongly preferred

As a Client Onboarding Specialist within J.P. Morgan, you will be a key player in implementing JPMorgan Payments products to enhance our clients' eCommerce business capabilities and treasury operations. Your role will be pivotal in promoting and coordinating all aspects of a positive client onboarding experience. You will utilize your expertise to guide and lead clients in adopting JPMorgan Payments technology and products across Treasury, Cash Management, Trade, and Merchant Acquiring businesses. This role requires a strong project governance discipline to execute proven client and product onboarding methodologies. You will be responsible for the post-mandate client experience, starting from solution finalization through onboarding, testing, and live production operation. You will be expected to manage multiple concurrent client implementations, prioritize tight deadlines, and lead communications with senior stakeholders while adhering to applicable legal, risk, compliance, and control frameworks.

Job Responsibilities

• Serve as the single point of contact, providing overall ownership of the client experience and satisfaction during the onboarding process.
• Manage multi-entity/jurisdiction product implementation and account opening requests, including cross-region implementation deals.
• Collaborate with clients and coverage teams to develop and execute implementation plans, establishing clear expectations and transparency of timelines using project management principles.
• Lead client-facing activities such as workshops to refine solutions, establish project plans, conduct product testing, and manage legal documentation.
• Ensure compliance with audit and controls policies and procedures, with a focus on risk management.
• Drive improvements to the global operating model with internal partners in Sales, Product, Legal, Compliance, Operations, Technology and Client Service to deliver high client satisfaction and internal efficiencies.
• Provide subject matter expertise for international regulatory requirements, products, documentation, and services.
• Support global and regional onboarding initiatives to enhance client experience and meet operational and local regulatory requirements.
• Monitor the progress of implementation requests and escalate issues as needed to ensure timely execution.

Required qualifications, capabilities, and skills

• Bachelor's degree
• Superior leadership and teamwork skills, demonstrating the ability to work independently within a matrix, cross-functional, global organization, are essential.
• Accomplished project manager operating in a client facing environment such as Consulting or Business transformation
• Strong organizational skills and attention to detail, with the ability to meet deadlines in a fast-paced environment.
• Strong and effective verbal, written, and interpersonal communication and presentation skills in both Japanese and English.

Preferred qualifications, capabilities, and skills

• Relevant industry experience in Cash Management, Transaction Banking, Corporate Finance or Non-bank Payment service providers
• Having knowledge or hands-on experience with enterprise applications such as SAP, Oracle, etc., particularly in the finance/treasury domain, would be advantageous.
• Familiarity with Payment file/data transfer technologies such as ISO format, enterprise connectivity like SFTP, API, SWIFT , would be advantageous.
• Positions held in client-facing roles and proven project management skills are preferred.