דרושים Administration ב-United States, New York, New York

As a Marketing Strategy Lead within Auto, you will develop, maintain, and track Awareness, Loyalty, and Conquest campaigns. You will leverage a variety of tactics, including paid channels such as search, social, direct mail, and events, as well as owned channels such as Chase digital platforms, email, and in-branch activations. You will work closely with external stakeholders, the OEM GM team, and your brand counterpart on strategy, and with campaign management on the execution of campaigns to drive scalable volume at an efficient cost.

Job responsibilities:

• Work across the broad marketing team to communicate the marketing vision. Create a marketing plan to establish customer messaging, touch, channel, and targeting strategy.
• Manage business cases and change requests through our in-house tools (Optima, AdTrax) and be comfortable presenting and reporting on progress.
• Work with the team on creative assets, targeting/touch strategy, and reading test results to inform recommendations. Bring partners along with new tactic launches in media, social, and search, as well as collaborate with internal teams on the Servicing and Lease-End communications campaigns.
• Create and maintain a marketing budget. Track and pay invoices for marketing vendors and agencies.
• Collaborate with JPMC firm leads to support the partner’s engagement with Private Banking, Wealth Management, and card partners.

Required qualifications, capabilities, and skills:

• Bachelor's Degree.
• 7+ years of experience in marketing, including direct-to-consumer and digital (including mobile).
• Marketing functional, technical, and operational knowledge.
• Experience creating and driving operational processes with attention to detail and a passion for flawless execution.
• Exceptional communication and executive presence.
• Ability to work independently as well as lead cross-functional teams.
• Strong project management, multi-tasking, and leadership skills.

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

• Manage all client queries in relation to ETF Basket Valuations.
• Participate in industry working groups and initiatives.
• Stay updated on developments in the broader ETF ecosystem.
• Reconcile accurately and efficiently against all core controls and procedures for all relevant ETF deliveries.
• Develop new ways to enhance our operating model and work directly with tech teams to implement risk-reducing processes.
• Execute routine transactions related to fund servicing, ensuring accuracy and compliance with established policies and procedures.
• Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations.
• Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders.
• Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform.

• Demonstrated expertise in fund servicing operations, with at least one plus year of experience focusing on basket operations or fund accounting, evidenced by successful execution of related tasks and responsibilities.
• Advanced emotional intelligence skills, with a track record of building trusting relationships and fostering collaboration in a professional setting.
• Experience in proposing and implementing process improvements, with a focus on enhancing efficiency and resilience in an operational environment.
• Proven ability to apply active listening and questioning techniques to understand and address client needs effectively.
• Strong managerial skills.
• Strong analytical, prioritization, organizational, and time management skills.
• Ability to be effective in a global operating environment and a matrix management organization.
• Ability to build and maintain effective working relationships with clients and counterparties.
• Excellent customer service skills with attention to detail.
• Results-oriented; ability to create and sustain a target-guided environment.

Preferred qualifications, capabilities, and skills

• Advanced Excel skills, VBA, etc.
• Strong knowledge of complex corporate actions and dividend income.
• ETF cash component expertise.

Work hours are 12:30 - 9pm.

Job Summary:

As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities:

• Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
• Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
• Ensure adherence to control framework including prescribed policies and procedures.
• Assist in ad hoc client projects and internal initiatives.
• Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
• Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.

Required qualifications, capabilities, and skills:

• A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
• Bachelor’s Degree in Accounting, Finance, or MBA.
• Ability to work under pressure to meet tight deadlines and balance multiple priorities.
• Strong attention to detail and a collaborative management style.
• Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
• Proficiency in Microsoft Office product suite and advanced MS Excel skills.

Preferred qualifications, capabilities, and skills:

• Strong knowledge of Investran or similar integrated Private Equity system a plus.
• Investment fund audit experience with a Big 4 firm a plus.

Job Summary:

As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities:

• Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
• Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
• Ensure adherence to control framework including prescribed policies and procedures.
• Assist in ad hoc client projects and internal initiatives.
• Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
• Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.

Required qualifications, capabilities, and skills:

• A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
• Bachelor’s Degree in Accounting, Finance, or MBA.
• Ability to work under pressure to meet tight deadlines and balance multiple priorities.
• Strong attention to detail and a collaborative management style.
• Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
• Proficiency in Microsoft Office product suite and advanced MS Excel skills.

Preferred qualifications, capabilities, and skills:

• Strong knowledge of Investran or similar integrated Private Equity system a plus.
• Investment fund audit experience with a Big 4 firm a plus.