דרושים Chief Data & Analytics Office- Senior Executive Assistant ב-גיי פי מורגן ב-United States, New York, New York

As an Associate in Wealth Management PXT Business Management, you will have a dynamic role that will vary from business to business, in line with the priorities of the different lines of business. You will also provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.

Job responsibilities

• Organize complex information in a strategic and compelling way, demonstrating strong acumen and expertise in PowerPoint and Excel techniques
• Create presentations quickly and iteratively for senior management presentations, reports, and dashboards, driving things forward and working with stakeholders to stay up-to-date on information needed (e.g., Advisor showcases, business reviews, newsletters, etc.)
• Communicate effectively with key business partners to understand projects and drive next steps
• Manage and deliver key work streams and tasks
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• Prior experience in Business Management or COO role
• Prior experience within the Technology space
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders; attention to detail is a must
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Strong time management and prioritization skills
• Be flexible and open to work on ad-hoc initiatives as they arise

Preferred qualifications, capabilities, and skills

• Background in Wealth Management a plus
• Experience with Confluence nice to have

The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm. Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.

As an AI in Operations Transformation Office Program Manager, you will lead complex projects and programs to drive the AI in Operations program towards its strategic goals and impact AI and Operations teams across the firm. Your experience in program management of leading program offices and broad understanding of the AI space will enable you to develop strategic plans and ensure the program meets internal and external requirements. Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes. Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients. Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.

Job Responsibilities:

• Apply structured problem-solving and design thinking to address top strategic priorities
• Develop innovative solutions to transform the business model and product offering
• Develop an understanding of innovation in financial services and particularly emerging technologies (e.g., AI/LLM, ML, RPA) to help reimagine the future of D&PS
• Prepare for and listen well in meetings; interject and participate in stakeholder interviews to gather baseline information and work with business partners to clarify / execute any follow-up requests
• Support multiple project work streams
• Establish strong working relationships with internal stakeholders and colleagues
• Manage deadlines and timeframes, proactively escalating issues, as needed

Required qualifications, capabilities, and skills:

• 5 years of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team, leading technology company or AI-related start-up
• Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
• Strong client management and executive-level communication skills
• Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
• Bachelor's degree in Economics, Finance, Math, Engineering, or a related field

Preferred qualifications, capabilities, and skills:

• Experience in financial services industry or AI-related field
• MBA or an advanced business degree from a top-tier program

In this role, you will collaborate cross-functionally to execute marketing strategies and launch campaigns that engage customers at key moments in their lifecycle such as on product trades as well as the early tenure experience. You will work closely with product and Card Member Service teams across the Card organization to help operationalize segmentation and drive customer loyalty.

Job Responsibilities:

• Collaborate with cross-functional teams and external partners to execute product upgrade/downgrade and subsequent onboarding strategies across products.
• Assist in creating and managing segmentation strategies to deliver personalized marketing programs for different customer segments.
• Support the management of reporting for campaigns and overall engagement metrics at both the portfolio and individual product levels.
• Work with partners on product upgrades/downgrades strategies, helping to synthesize results and implement new tactics.
• Contribute to the improvement of existing onboarding marketing campaigns and the development of new strategies for specific segments.
• Utilize insights from campaign analytics to summarize marketing performance highlights and support data-driven strategies.
• Communicate effectively with stakeholders and contribute to a collaborative team environment.

Required qualifications, capabilities, and skills:

• Bachelor's Degree Required
• 3-5 years direct marketing experience
• Experience working with multiple internal and external partners
• Strong oral and written communication skills
• Analytical thinker with the ability to leverage data to develop strategies and understand success metrics.
• Ability to prioritize and manage multiple initiatives concurrently.
• Self-starter with strong problem-solving skills.
• Adhere to risk/control procedures and maintain a customer-first mindset.
• Thrive in a fast-paced, results-driven environment

Preferred qualifications, capabilities, and skills:

• MBA Preferred
• Specific credit card marketing experience desired

Job responsibilities

• Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
• Lead and mentor a team of software engineers, providing guidance on daily tasks and technical challenges.
• Develop secure, high-quality production code; review and debug code written by others.
• Drive decisions that influence product design, application functionality, and technical operations.
• Collaborate across teams to deliver products and applications aligned with business requirements.
• Champion an API-first mindset and modern engineering practices.
• Serve as a subject matter expert in one or more technical domains (e.g., cloud, platform engineering, payments technology).
• Design and implement smart, scalable solutions to provide a robust experience for our partners and customers.
• Drives decisions that influence the product design, application functionality, and technical operations and processes
• Serves as a function-wide subject matter expert in one or more areas of focus
• Adds to the team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience
• Advanced in one or more programming language(s) (Java, Python, Go). Strong coding fundamentals (algorithms and data structures).
• 2+ years of experience leading technologists to manage and solve complex technical challenges.
• Professional-level understanding with a public cloud provider (AWS, GCP, or Azure).
• Ability to tackle design and functionality problems independently with minimal oversight.
• Hands-on experience in system design, application development, testing, and operational stability.
• Solid understanding of modern application infrastructure design and non-functional requirements (security, performance, scalability, availability).
• Demonstrated proficiency with Terraform and Infrastructure as Code.
• Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• Ability to tackle design and functionality problems independently with little to no oversight
• Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field

Preferred Qualifications, Capabilities, and Skills

• Professional AWS certification.
• Terraform certification.
• FinTech background, especially in payments technology.
• Experience with Agentic AI.
• Experience with Infrastructure as Code and API development in the context of public cloud.
• Experience with Kubernetes (K8s) and understanding of public cloud architecture patterns for event-driven systems.

Within the team you’ll apply your deep technical knowledge and problem-solving skills to delivery of critical architecture solutions that help Securities Services design and operate modern, efficient and secure Cloud Native applications across private and public cloud.

Job responsibilities

• Engages with technical and business stakeholders to understand functional and non-functional requirements, discuss and propose technical approaches to meet current and future needs.
• Provides oversight and guidance to technology teams deploying workloads to Public Cloud, notably AWS.
• Participates in architecture governance bodies
• Executes creative solution design, development, and technical troubleshooting across software and infrastructure with the ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Identifies gaps in current technologies/services and evaluates, reviews and provides feedback on improvements.
• Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience
• Hands-on practical experience of Public Cloud Solution Design (primarily AWS)
• Experience with one or more mainstream programming languages, i.e. Java, Python
• Experience with microservice application development in or Solution Oriented Architecture/N-Tier Architecture
• Experience with multiple data storage technologies, e.g. RDBMS, NoSql
• Proficient in all aspects of the Software Development Life Cycle
• Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• Advanced knowledge of one or more software, applications, and architecture disciplines
• Ability to evaluate current and emerging technologies to recommend the best solutions for the future state architecture

Preferred qualifications, capabilities, and skills

• Experience in secure application and software design practice
• Experience with Infrastructure as Code designs
• Architecture Certification for a Public Cloud provider
• In-depth knowledge of the financial services industry and their IT systems

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