דרושים Compliance - Executive Administrative Assistant ב-גיי פי מורגן ב-United States, San Antonio

Job Responsibilities:

• Act as a primary interface with our Mid-Cap Investment Banking Team
• Acquire new clients and maintaining and deepening a portfolio of relationships.
• Act as the interface between our financial sponsors team and portfolio companies
• Growing and retain profitable relationships within the Mid-Corporate Banking target market
• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required Qualifications, Capabilities and Skills:

• Fifteen years plus years of lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Deep local connections and market knowledge
• Corporate finance expertise and strong transaction execution skills
• FINRA Series 24, 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills:

• Bachelor’s degree and formal credit training
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative

FEDERAL DEPOSIT INSURANCE ACT:

As an Executive Assistant in Commercial & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

• Maintain complex and detailed calendars
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects of internal and external events, including catering and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio’s
• Handle regular activities without prompting, and advise in advance with issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, capabilities, and skills

• At least five years of administrative experience
• Advanced ability to organize
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

As a Relationship Executive on the Applied Technology team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. By focusing on world changing technologies across robotics, space, quantum computing, semiconductors, you will support the growth of founders innovating at the intersection of hardware and software.

Job Responsibilities

• Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
• Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
• Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
• Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
• Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships

Required Qualifications, Capabilities and Skills

• 8+ years of related experience
• Strong understanding of Commercial Banking products and services
• Understanding and interest in high growth software, payments, ecommerce and marketplaces
• Excellent sales management and business development skills
• Proficiency in building and maintaining positive client relationships
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers

As a Vice President within our Payment Control team, you will be responsible for aligning cross-functional support to the business priorities. You will support execution of a control agenda across the regions modernization programs. Additionally, you will closely collaborate with key global and regional partners across Payments including Operations, Technology, Product Management, and the Business Control Managers.

Job responsibilities

• Engage with and conduct regular reviews with senior leadership, stakeholder committees, or other relevant bodies to validate and assess priorities across WP controls teams.
• Identify and proactively manage risk to delivery of our end to end target operating model strategies.
• Deliver high quality, consistent and meaningful executive reporting and analytics to identify trends and themes to support business decisions
• Create and deliver executive communications, status reporting, and metrics
• Primary control responsibilities and oversight for all controls impacting Payments in the region including front line controls, operational controls and technology controls
• Facilitate regional and governance forums as necessary. Furthermore, playing a key escalation role as and when needed (to regional management)
• Partner with testing teams on regular testing program of existing control framework, including location product reviews

Required qualifications, capabilities, and skills

• Relevant industry experience, ideally coupled with control management, compliance, or risk experience
• Payment Operations experience
• Ability to synthesize information to formulate a “story” for Management
• Attention to detail and ability to assimilate fragmented facts into detailed statements
• Confident communicator with ability to provide clear and succinct verbal and written updates
• Ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
• Takes responsibility for issues and follows through to resolution
• Self-starter, proactive in taking initiative to improve business processes
• Technical and analytical skills / data manipulation
• Experience working with geographically distributed and culturally diverse workgroups
• Proven ability to achieve quality results in a high-pressure, rapidly changing environment requiring flexibility / adaptability to changeable directives.
• A flexible proactive approach, ability to adapt to business change

Job Responsibilities:

• ChinaMarket Manager to spearhead strategic initiatives that shape the future of our business across Asia.
• Lead dynamic project by taking charge of aligning business priorities and driving transformative initiatives in a fast-paced, ever-evolving environment.
• Enhance collaboration by acting as a key facilitator, streamlining communication and collaboration between teams and support functions to achieve outstanding results.
• Mitigate risks by proactively identifying and addressing business risks, ensuring seamless and efficient operations.
• Leverage Data Insights by utilizing digital tools to analyze and interpret data, providing valuable insights for decision-making.

Required qualifications, capabilities and skills

• Bachelor’s degree.
• Minimum 10 years of work experience within the financial services industry, ideally with exposure to business management in private banking servicingChinaclient segments.
• Superior judgment and discretion working with both confidential and sensitive information.
• Strong business acumen, detail-oriented, possessing strong analytical skills and ability to synthesize information to form a coherent understanding or conclusion.
• Attention to detail, timeliness, and high productivity while working under pressure to meet deadlines.
• Proactive, keen to learn, and take on new responsibilities.
• Strong presentation skills to seniors and global business heads.
• Strong interpersonal and influencing skills.
• Skilled in use of AI/LLM, Excel, Alteryx and PowerPoint

Preferred qualifications, capabilities and skills

• Articulate in written and verbal communication, English and Mandarin preferred.

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
• Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
• Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
• Work with Advisors to develop business opportunities with new and existing clients.
• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
• Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
• Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
• Travel to local and out of state branches, as needed.

Required qualifications, capabilities, and skills:

• 4-year college degree and either J.D, LLB, CPA or CFP
• 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
• Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
• Ability to drive business results with broad background in trust and estate planning issues.
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
• Strong presentation skills in one-on-one and group meetings
• Experience and ability in understanding clients’ financial situations and personal circumstances
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
• Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
• Experience with financial planning software a plus

FEDERAL DEPOSIT INSURANCE ACT: