דרושים Assisted Shopping - Customer Acquisition Experiences ב-גיי פי מורגן ב-United States, Plano

As awithin the

Job responsibilities

• Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
• Considers and plans for upstream and downstream implications of new product features on the overall product experience
• Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
• Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
• Writes the requirements, epics, and user stories to support product development
• Partner within an Agile Product team to maintain a robust backlog and ensure successful end-to-end delivery of initiatives
• Refine Epics into executable Stories, detailing requirements and acceptance criteria for engineering teams to deliver business value in each release
• Analyze and verify business requirements for completeness and consistency, and research existing capabilities to leverage or supplement with new testable requirements
• Collaborate with Digital Customer Experience partners to deliver content aligned with wireframes and approvals, and drive timely delivery by meeting sprint and release goals
• Participate in technical desk checks and User Acceptance Testing, prioritizing and resolving critical defects, and validating implemented features post-production.
• Engage in recurring Agile ceremonies, including daily standups, refinement sessions, desk checks, PO sign-offs, defect reviews, sprint reviews, and retrospectives

Required qualifications, capabilities, and skills

• 3+ years of experience or equivalent expertise in product management or a relevant domain area
• Proficient knowledge of the product development life cycle
• Experience in product life cycle activities including discovery and requirements definition
• Build knowledge in data analytics and data literacy to support informed decision-making
• Translate business requirements into clear, actionable technical requirements and communicate effectively with stakeholders
• Lead cross-functional teams to execute projects successfully, managing tight timelines and adapting in dynamic environments
• Synthesize complex information to make quick decisions, take calculated risks, and iterate approaches as needed
• Prioritize projects based on business needs and industry trends, demonstrating commitment and self-motivation in a start-up setting
• Utilize Microsoft Office and JIRA, and apply experience from financial services, retail banking, digital payments, and online/mobile platforms

Preferred qualifications, capabilities, and skills

• Apply experience with API-based designs, microservices, web services, and responsive web design principles
• Read and interpret React JS code and API service definitions to understand system behavior and integration points
• Utilize Adobe Experience Manager, and Figma to support project management and design collaboration
• Demonstrate understanding of Quality Assurance best practices and various testing types
  

Operations Analyst – Alternative Fund Services - Private Equity and Real Estate Services Fund Administration

As an Operations Analyst in our Private Equity and Real Estate Services Fund Administration team, you will be responsible for administering private equity funds and other alternative investment vehicles, including preparing financial statements and reports and providing support for investor relations activities. You will be responsible for bookkeeping, reconciliation, calculating fees, preparing financial statements and investor reports, and process improvements.

You should be comfortable working with computers and have an aptitude for learning new software and systems quickly.

• Perform daily, monthly, quarterly and annual accounting functions, Book journal entries into Accounting application, Reconcile accounts
• Prepare fund level financial statements including the consolidated balance sheet, income statement, statement of partners' capital, schedule of investments, footnotes to financial statements and cash flows
• Prepare investor capital calls, distributions notices
• Understand fund agreements in order to determine impact on reporting
• Proactively anticipate, communicate and escalate issues to Supervisor in a timely manner
• Work on special and ad hoc projects for internal initiatives & external clients

• Background in Accounting; Bachelor’s degree in Accounting
• Minimum 1 year of accounting experience in fund accounting
• Attention to detail, Innovative and analytical thinking with excellent verbal and written communication skills
• Team player instincts with the ability to see a project to conclusion with little follow-up
• Superb sense of client service with ability to appropriately exercise professional skepticism and judgment

• Familiarity with various private equity legal and investment structures
• Experience using partnership accounting applications (e.g., Investran)

As a Know Your Customer (KYC) Operations Vice President within the KYC Operations team, you will oversee the team responsible for executing the client due diligence process and managing the KYC program in compliance with governmental regulations. You will collaborate closely with the front office team and their clients to gather and verify the necessary information for completing the due diligence process and facilitating account openings. Additionally, you will establish and maintain reporting systems to ensure adherence to regulatory and company standards, and oversee the completion of remediation and action plans as required.

Job Responsibilities:

• Manage daily work assignments and priorities, ensuring goals and Service Level Agreements are consistently met
• Manage the team’s performance against Key Performance Indicators and objectives while analyzing metrics to identify opportunities for improving the overall client experience
• Investigate and resolve escalated client onboarding issues through effective collaboration with functional partners, regional business managers and client-facing teams
• Communicate with Business Managers and Private Bankers regularly to ensure client onboarding expectations are met
• Oversee talent recruitment, training and career/performance development of team members
• Identify opportunities to improve processes and tools through engagement with transformation partners

Required qualifications, capabilities and skills:

• Continuous innovative mindset, questioning conventional ways of managing the business and driving change to improve processes
• Ability to adapt to a rapidly changing business and technological environment
• Ability to influence and collaborate with stakeholders and functional business partners using effective communication and interpersonal skills
• Strong sense of accountability and ownership over quality and best practices to ensure an optimal client experience
• Willingness to proactively address conflicts and escalate issues with a risk and controls mindset

Preferred qualifications, capabilities and skills:

• 5+ years of relevant experience, preferably within a financial services, operations or compliance field
• Prior managerial experience
• Experience in client onboarding, account opening, underwriting, documentation analysis or related field
• Bachelor’s degree or equivalent experience preferred
• Anti-Money Laundering or Know Your Client background a plus

You will build and sustain strong relationships with our engineers, gaining insight into their unique needs and activities, and recommend they achieve success with our Generative AI solutions. Your primary focus will be on driving product adoption, enhancing proficiency, and empowering engineers to effectively utilize AI technologies, thereby maximizing their potential and contributing to the organization's innovation and growth.

Job responsibilities

• Drives product adoption, expansion, and retention activities to maintain a healthy customer base.
• Conducts regular and proactive account meetings to share best practices, provides use case demonstrations to illustrate key product functionality, communicates future releases, and gathers feedback on the impact the product and its features have on our customers’ business needs.
• Guides customers through the onboarding process and sets up the product according to customer requirements, leveraging a deep understanding of our products and their capabilities, including new features and other enhancements.
• Tracks key success metrics and provides data and feedback to the Product team to inform new features and priorities.
• Design and implement training programs that elevate engineers' skills in Generative AI, recommending they achieve proficiency and can effectively apply AI technologies in their work.
• Develop strategies to promote the adoption of Generative AI solutions, enabling engineers to enhance productivity and achieve their plans of the future.
• Foster a culture of continuous learning by providing ongoing educational opportunities and resources that keep engineers updated on the latest AI advancements and new ideas.
• Facilitate collaboration between engineers and cross-functional teams to integrate Generative AI solutions into their workflows, maximizing their potential and contributing to organizational innovation.
• Conduct regular feedback sessions with engineers to gather insights and refine training content, improving alignment with their unique needs and activities. Establish and maintain strong relationships with engineers, understanding their individual challenges and plans of the future to tailor support and guidance.
• Leverage deep product knowledge to provide expert guidance and mentorship, helping engineers navigate and succeed with Generative AI solutions.
• Empower engineers by providing the tools and resources needed to effectively leverage AI technologies, driving their success and growth within the organization. Identify opportunities for innovation and growth through the effective use of Generative AI, contributing to the organization's strategic plans of the future.

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in customer success roles in product or technology
• Demonstrated ability to influence product adoption and customer retention.
• Excellent communication and interpersonal skills with the ability to effectively engage and influence stakeholders across all levels.
• Proven ability to learn new technologies and teach it to others.
• 5+ years of experience or equivalent expertise in roles that integrate customer success with a strong foundation in technology and engineering.
• Comprehensive understanding of Dev Assist tools, technologies, concepts, and practices, enabling effective support and guidance for engineers.
• Demonstrate ability to drive product adoption and enhance proficiency in Generative AI technologies, ensuring engineers can leverage AI solutions effectively.
• Excellent communication and interpersonal skills, capable of engaging and influencing stakeholders across various levels.
• Ability to quickly learn and teach new technologies, ensuring engineers are equipped to utilize AI solutions.
• Proficiency in journey mapping and process mapping to identify and address areas for improvement in engineer workflows.
• Strong leadership, project planning, and execution skills to effectively manage learning initiatives and drive results. Ability to deliver clear, concise presentations, training sessions, and workshops that enhance learning and proficiency, good analytical and problem-solving skills, with the ability to make data-driven decisions and prioritize features based on engineer needs and business plans of the future.

Preferred qualifications, capabilities, and skills

• Good analytical and problem-solving skills, with the ability to make data-driven decisions and prioritize features based on engineer needs and business activities.
• Experience in a business to business (B2B) environment or as a colleague in a customer environment.
• Specialized knowledge or certification in Generative AI technologies and their application in engineering contexts.
• Demonstrate ability to work collaboratively across departments, including product, engineering, and support teams, to drive technology initiatives.
• Good focus on understanding and addressing customer needs, with a demonstration of improving customer satisfaction and engagement.
• Familiarity with Product Development Life Cycle (PDLC) and Agile development in Software Development Life Cycle (SDLC), along with a solid grasp of DevOps practices, methodologies, and tools.

Join our dynamic Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization, where we lead the charge in supporting client coverage by fulfilling essential Anti-Money Laundering (AML) and KYC requirements.

As a Wholesale Know Your Customer (KYC) Officer within the Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization, you will collaborate closely with Bankers and AML/KYC Operations to ensure all client KYC records meet stringent regulatory standards. In this pivotal role, you will deliver high-quality and timely completion of due diligence requirements at both the inception and renewal of client relationships, joining a team committed to excellence and compliance in every client interaction.

Job Responsibilities:

• Consultatively manage client and partner expectations and understanding.
• Take ownership of the KYC/AML and client experience.
• Ensure KYC/AML deliverables are met, holding internal partners accountable.
• Maintain a thorough understanding of KYC/AML processes, addressing delays and inefficiencies.
• Effectively manage operational risk by maintaining diligent awareness of process risks.
• Escalate risk items appropriately and drive issues to resolution.
• Support bankers in the client selection process to effectively manage client risk.
• Independently oversee the renewal cycle of Due Diligence Forms in partnership with Relationship Management.
• Be accountable for timely portfolio management while upholding quality standards.
  

Required qualifications, capabilities and skills:

• BA/BS degree or equivalent work experience in financial services.
• Ability to properly identify AML risks and apply the AML/KYC policy concepts.
• Strong verbal and written communication skills.
• Excellent time management and organizational skills.
• Strong analytical and problem-solving skills.
• Willingness to travel as needed (less than 25%) to support various client coverage teams.

Preferred qualifications, capabilities and skills:

• Working knowledge of risk factors that may impact specific products and industries.
• Ability to multi-task effectively and leverage internal resources.
• Excellent attention to detail.
• Strong client focus and ability to partner with various internal groups.
• Independent, self-motivated with an ability to adapt and be flexible in a team environment.
• Previous credit training or underwriting experience.
• Ability to navigate client relationships and product usage.

As a Lead Technical Program Manager within the Talent Acquisition and Onboarding product team at JPMC, you will lead the successful delivery of complex technology programs that deliver scalable, integrated solutions across JPMorganChase’s Talent Acquisition Platform, Automation, and Intelligence ecosystem. This is a highly visible role where you will partner closely with engineering, product, data, security, and HR stakeholders to deliver programs that enhance the candidate experience and transform how we attract and hire top talent. You will leverage your deep knowledge of technical principles, practices, and theories to assist in the development of innovative solutions, management of resources and budgets, and leadership of high-performing teams. Your strong analytical reasoning and adaptability will enable you to navigate ambiguity and change, ensuring alignment with business objectives. You will direct clarity and execution across large, ambiguous problem spaces, ensuring on-time delivery of complex programs through your mastery of planning, communication, and technical depth. This is an opportunity to influence technical architecture and delivery strategy across one of the largest financial institutions in the world.

Job Responsibilities:

• Develops and execute comprehensive project plans, incorporating product and technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions.
• Owns the end-to-end technical delivery roadmap across the Talent Acquisition ecosystem, including applicant tracking, interview scheduling, CRM, and skills assessments.
• Identifies and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum.
• Establishes strong program governance, setting up appropriate checkpoints, OKRs, and performance metrics to ensure transparency and accountability.
• Collaborates with cross-functional teams, including engineering, product, data, security, and HR stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall Product objectives.
• Drives technical roadmap alignment across engineering, architecture, and infrastructure teams, ensuring scalability, availability, and performance of Talent Acquisition systems.
• Utilizes advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness.
• Champions the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team.
• Manages resources, budgets, and high-performing teams in a fast-paced, agile environment.
• Mentors junior TPMs and program contributors, providing guidance on program structuring, stakeholder management, and cross-team coordination.

Required Qualifications, Capabilities, and Skills:

• 5+ years of experience in technical program management, engineering program management, or equivalent roles delivering complex software programs and systems.
• Proven expertise managing technical delivery across large-scale, integrated platforms and APIs.
• Deep understanding of the software development lifecycle, agile delivery methodologies, and modern SaaS/cloud architectures.
• Strong technical acumen, with the ability to translate complex technical details into clear plans and communications for both technical and non-technical audiences.
• Strong technical fluency: ability to read architecture diagrams, understand APIs and integration patterns, and engage with engineering at a detailed level.
• Demonstrated success leading organizational change and influencing cross-functional stakeholders.
• Excellent communication and stakeholder management skills; calm under pressure and confident navigating ambiguity.
• Proficient in program planning, risk management, and metrics tracking using tools like Jira, Confluence, or equivalent.

Preferred Qualifications, Capabilities, and Skills:

• Experience with enterprise cloud platforms and technologies (e.g., AWS, Databricks, etc.)
• Experience in HR tech ecosystems, including ATS, CRM, and employee lifecycle tools
• Experience launching internal platforms or systems in a global, highly regulated environment.
• Familiarity with customer experience design and end-to-end experience optimization
• Proficiency in program metrics and reporting to track progress, surface insights, and inform decisions.
• Background supporting globally distributed teams and navigating matrixed organizations.
• PMP, PgMP, SAFe, or equivalent technical program certification