דרושים Investment Banker Sports Practice - Executive Director ב-גיי פי מורגן ב-United States, New York

Job responsibilities:

• Serve as a thought-leader who drives a strategic, complex, and highly visible AI-driven program across LOBs and functions from project initiation to delivery
• Take accountability for strategic design, business requirements, and new ways of working to support AI agentic solutions
• Lead successful end to end execution and delivery of a program objective without precedent (including project conception, planning, requirements gathering, solutioning, governance, and decision-making) based upon targeted business outcomes, dependencies, and stakeholders
• Establish a problem statement, opportunity goals, baseline data, measures of success, and business requirements for AI-based capabilities
• Maintain an analytical mindset to understand, develop and synthesize requirements; risks; and cross-dependencies during roadmap delivery across multiple program workstreams. Able to articulate rationale behind roadmap and solutions
• Ensure there is communication, alignment, and coordination across all stakeholders by creating and facilitating project status and executive summary presentations; communicate effectively with peers, cross-functional team members, and senior stakeholders
• Communicate to all levels of the organization through compelling, impactful storytelling
• Build relationships with cross-functional teams (including Technology, Legal, and Regulatory Controls teams) to understand pain points, gather requirements, and drive solutioning
• Create an environment where all voices can be heard and ideas are openly welcomed and debated; establish trust with peers, partners, and executive sponsors
• Be a champion for both business and culture transformation, leading with consistency, integrity, and humility

Required qualifications, capabilities, and skills:

• 10+ years of related experience (program management and product owner-related experience)
• Significant AI expertise and proven delivery record of AI-based capabilities
• End to end product ownership experience – including understanding of best practices, tools, and processes
• Proven ability to lead initiatives through ambiguity typical of a large-scale business initiative and define path forward
• Proven ability to create senior executive leadership presentations
• High aptitude with agile best practices and collaboration tools (e.g. Confluence, JIRA, Microsoft Teams)

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

As a Data Owner Lead, within Connected Commerce, you will be part of a highly collaborative data & analytics team that partners with product, design, technology, marketing, and analytics to enable data driven next generation and help craft the data requirements, develop data specifications for data delivery, partner with data delivery tech and product and analytics team to identify data gaps and make recommendations to build AI/ML based solutions.

Job responsibilities

• Partners with aligned Product Owners and Leads, Data Scientists and Analysts, Tech Leads, to drive increased business value through the identification of data required to support personalization product capabilities and advanced analytics outcomes such as customer insights and deeper offer engagement.
• Manage the personalization data roadmap, backlog, requirements, and prioritization
• Lead discovery on new initiatives, including determining and refining business value, customer value and working with tech partners for tech feasibility and data availability
• Refine and prioritize stories, as well as lead sprint planning and execution (along with other scrum cadences and events) for technology development teams for consumer experience requirements.

Required qualifications, capabilities, and skills

• 6+ years of experience in data management, data governance, ad-tech, Knowledge of cloud platforms like AWS, Google or Azure, and/or experience with big data technologies like Hadoop, Spark, etc.
• Bachelors in Science or Data or any relevant field.
• Experience developing roadmaps and public cloud platform based solutions for data lake, data warehouse and business intelligence dashboards
• An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
• Ability to identify and address program execution needs in a fast-paced environment; previous exposure to agile practices and ability to adapt agile tools
• Experience in Data Product ownership, Data governance and ability to work a cross functional & matrix teams, public cloud.
• Ability to partner directly with technology scrum teams to translate product requirements and user stories into technology sizing estimates and requirements

Preferred qualifications, capabilities, and skills

• Experience working on public cloud platforms, AI/ML, digital marketing, controls partners to align roadmap
• Experience in consumer banking, and/or consulting
• Understanding of public cloud technologies, web application frameworks and mobile native technologies

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• 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
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As the Executive Director in AI Transformation & Strategic Execution, you will act as a strategic change agent, shaping and promoting the firm's AI agenda across our global Operations. You won't just track projects; you will architect a value-promoten portfolio, challenging the status quo and uncovering ambitious, high-impact opportunities. Your primary role is to transform complex data and competing priorities into compelling, data-promoten narratives that promote alignment, secure buy-in, and inspire action from the firm's most senior leaders. Adept at navigating ambiguity, you will use hypothesis-promoten thinking and sophisticated analytics to bring clarity to complex business challenges, ensuring our AI investments deliver maximum strategic and financial value. You will be the trusted advisor who connects AI capabilities to tangible business outcomes, moving critical work forward that has a firmwide impact.

Job Responsibilities

• Architect and spearhead the AI portfolio strategy, shifting from a management process to a dynamic value-creation engine focused on measurable business impact
• Translate portfolio data into powerful, data-driven narratives and actionable insights for executive leadership, focusing on ROI, strategic alignment, and business impact. You will own executive reporting and communication on program performance and outcomes
• Proactively identify and champion high-impact, "big bet" AI opportunities, challenging teams to think beyond incremental improvements and pursue transformative outcomes
• Develop and deploy robust analytical frameworks and governance models to rigorously assess, prioritize, and measure the success of all AI initiatives from intake to scaling
• Cultivate and lead a high-performing team of strategic thinkers and execution experts, fostering a culture of data-driven decision-making, intellectual curiosity, and a relentless pursuit of results
• Act as an accelerator for the teams you support, proactively clearing roadblocks and resolving key escalations to ensure strategic objectives are met.
• Champion best practices in strategic planning, change management, and benefits realization across the organization
• Serve as a trusted advisor to senior executives, leveraging data-backed insights and compelling storytelling to influence key business decisions and guide the firm’s AI investment strategy
• Forge strategic partnerships across all Lines of Business (LoBs), driving alignment on ambitious goals and orchestrating complex, cross-functional change initiatives to ensure successful implementation
• Masterfully communicate program strategy, performance, risks, and opportunities to stakeholders at all levels, ensuring transparency and enterprise-wide alignment

Required Qualifications, skills, and capabilities:

• 8+ years of experience in management consulting, corporate strategy, or strategic program management, with a demonstrated track record of leading large-scale business transformation initiatives
• Hypothesis-driven problem solver with the ability to dissect complex, ambiguous problems and architect elegant, data-driven solutions
• Mastery of executive-level communication; able to distill complex analyses into simple, compelling narratives using PowerPoint and build sophisticated analytical models in Excel to support your arguments
• Deep understanding of AI/ML concepts and their practical application to solve real-world business challenges and drive value
• A bias for action and an entrepreneurial spirit; comfortable challenging the status quo and relentlessly driving outcomes in a large, matrixed organization
• Exceptional influencing and relationship-building skills, with the ability to build trust and consensus with senior executives, cross-functional partners, and technical teams alike

Preferred Qualifications, skills, and capabilities:

• Experience with data visualization tools (e.g., Tableau, Alteryx) is a strong plus.
• Bachelor's degree required; an MBA or equivalent advanced degree is strongly preferred.