דרושים Risk Management - Cre Strategic Analytics Executive Director ב-גיי פי מורגן ב-United States, Plano

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses 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; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

We offer training, mentoring, and guidance to ensure success, along with significant learning and mobility opportunities to support career development and growth.

Job Summary

As a FAST Analytics Solutions Summer Associate within the Focused Analytics Solutions Team (FAST), you will have your professional growth and development supported throughout the internship program via project work related to your professional interests, mentorship, structured training sessions, and more. Full-time employment offers may be extended upon successful completion of the program.

Job Responsibilities

• Helping FAST and our internal clients develop actionable data-driven insights, solutions, products, and services that drive business decisions and enhance customer / employee experience at scale

• Managing projects day-to-day to ensure a clear understanding of business impact, scope, and requirements; delivery by key milestones; clear communication within the project team and stakeholders; and adherence to risk and controls procedures

• Partnering with data scientists to enable them to execute technical work (e.g., modeling, automation, etc.) by providing clear guidance aligned to business objectives and outcomes as well as delivering supplementary, exploratory data analysis as needed

• Operating as an effective storyteller, communicating complex technical approaches by developing understandable and actionable story and presentation deck materials for stakeholders, including senior leadership

Required qualifications, capabilities and skills

• Enrolled in an MBA or Master’s degree program, with an expected graduation between December 2026 and August 2027
• Authorization to work permanently in the U.S.
• Proven track record of utilizing data to answer business problems effectively
• Exceptional communication (written and verbal) and presentation skills – an ability to communicate effectively with diverse audiences across business and technology partners, including senior leadership
• Experience managing projects and using project management tools; strong time management skills, with the ability to multi-task and keep multiple projects on track
• Strong consulting toolkit that can rapidly advance projects while maintaining positive stakeholder relationships.
• Ability to work effectively in a global environment on a team with multiple disciplines.
• Self-starter with out-of-the box problem-solving skills
• Familiarity with innovation and design thinking (e.g., creating solutions with the end user in mind) or product management principles
• Basic awareness of data wrangling, data analytics techniques, and/or visualization techniques (e.g. SQL, Python, Tableau)

• Exceptional communication (written and verbal) and presentation skills – an ability to communicate effectively with diverse audiences across business and technology partners, including senior leadership
• Experience managing projects and using project management tools; strong time management skills, with the ability to multi-task and keep multiple projects on track
• Strong consulting toolkit that can rapidly advance projects while maintaining positive stakeholder relationships.
• Ability to work effectively in a global environment on a team with multiple disciplines.
• Self-starter with out-of-the box problem-solving skills
• Familiarity with innovation and design thinking (e.g., creating solutions with the end user in mind) or product management principles
• Basic awareness of data wrangling, data analytics techniques, and/or visualization techniques (e.g. SQL, Python, Tableau)

Locations you may join:

• Chicago, IL
• Columbus, OH
• Dallas Metro
• Delaware Metro

After you confirm your application, we will review it to determine whether you meet certain required qualifications.

If you are advanced to the next step of the process, you’ll receive an email invitation to complete a coding challenge powered by HackerRank and a recorded video interview powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

HackerRank and HireVue are required, and your application will not be considered for further review until you have completed these steps. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.

Job responsibilities

• Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks
• Be accountable for decisions that influence teams’ resources, budget, tactical operations, and the execution and implementation of processes and procedures
• Ensures successful collaboration across teams and stakeholders
• Identifies and mitigates issues to execute a book of work while escalating issues as necessary
• Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team
• Creates a culture of diversity, opportunity, inclusion, and respect for team members and prioritizes diverse representation

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience. In addition, 2+ years of experience leading technologists to manage and solve complex technical items within your domain of expertise

• Practical cloud native experience and Certified in Public cloud with AWS required.
• System Design, Design Patterns, Architecture, Strong Hands-on, Java, Microservices, Kafka, AWS techstack like EKS, EMR, EC2, S3 Buckets, Networking, infrastructure, Database (Postgres, Dynatrace), FinOps, Resiliency, Observability, POC, Prototyping and experimentation with latest and greatest market tech stack
• Experience leading teams of technologists
• Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives
• Experience with hiring, developing, and recognizing talent
• In-depth knowledge of the services industry and their IT systems
• Practical cloud native experience
• Experience in Computer Science, Engineering, Mathematics, or a related field and expertise in technology disciplines

Preferred qualifications, capabilities, and skills

• Preferably AWS Solutions Architect – Associate or Professional
• Soft Skills Like presenting, Negotiating, Mentorship, stakeholder management

Job Responsibilities:

• Cultivates cross sell business opportunities within the portfolio by aligning with RM teams and the Banker and Treasury team to achieve individual sales goals
• Serves as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across JP Morgan
• Creates strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
• Build template-driven business case quantification for clients in support of payment solutions
• Completes analysis to competitively identify and price JP Morgan products and services for profitability
• Demonstrates ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (C-level executives) to evaluate needs, propose solutions from our suite of merchant services products
• Partners with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions-- works with internal partners to ensure successful implementation and product ramp-up
• Lead complex contract renegotiations
• Makes recommendations on new products and services dependent on client input and general industry observations

• Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations

Required Qualifications, Skills and Capabilities:

• Possesses a minimum of 8+ years of related sales and relationship management experience
• Strong knowledge of the merchant services industry, products and services
• Excellent communication skills with individuals at all levels, internally and externally
• Ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
• Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
• Ability to balance needs of clients with associated risks and interests of the firm
• Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives
• Knowledge of diverse types of businesses, industries, markets, financial and economic concepts
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

FEDERAL DEPOSIT INSURANCE ACT:

Job Responsibilities

As an , you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on Annuity products, technology and channels available to them to better monitor, maintain, and handle their investments.

Job responsibilities:

• Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively simplify complex financial concepts while building rapport and credibility with our clients.
• Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
• Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
• Understand client needs and provide advice and strategies to achieve their investment goals
• Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change especially in the context of evolving financial markets and regulations.
• Engage with clients through calls to educate them on annuity products, providing clear explanations and guidance.
• Build and keep strong connections with colleagues and outside partners to promote annuity solutions, strengthen relationships, and provide personalized financial advice to clients.

Required qualifications, capabilities, and skills:

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required
• Life and Health Insurance licenses (This role requires you to be licensed in all states)
• Be flexible and adaptable, especially when working under pressure.
• Use critical thinking and logic to solve problems, and think creatively and "outside the box."
• Organize your tasks and manage your time well to handle multiple priorities effectively.

Preferred qualifications, capabilities, and skills:

• 3 years of relevant Financial services or brokerage experience preferred
• 2 Years experience servicing and or sales of Annuities Product
• Bachelor’s degree preferred.

Job Responsibilities

• Leads technology and process implementations to achieve functional technology objectives
• Makes decisions that influence teams’ resources, budget, tactical operations, and the execution and implementation of processes and procedures
• Carries governance accountability for coding decisions, control obligations, and measures of success such as cost of ownership, maintainability, and portfolio operations
• Delivers technical solutions that can be leveraged across multiple businesses and domains
• Influences peer leaders and senior stakeholders across the business, product, and technology teams
• Champions the firm’s culture of diversity, opportunity, inclusion, and respect
• Drives a forward-thinking mindset to enhance organizational productivity through innovative tools and solutions

Required Qualifications, Capabilities, and Skills

• Formal training or certification on software engineering concepts and 10+ years applied experience. In addition, 5+ years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise
• Experience developing or leading cross-functional teams of technologists
• Experience with hiring, developing, and recognizing talent
• Experience leading a product as a Product Owner or Product Manager
• Practical cloud native experience
• Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field
• Ability to be a player-coach; not required to code every day but must be able to dive into code, understand it, and hold the team to a high standard
• Well-versed in architecture with a cloud-first approach

Preferred Qualifications, Capabilities, and Skills

• Experience working at code level