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JPMorgan Private Client Banker II-SB - Preston Dilbeck Dallas TX 
United States, Texas, Dallas 
522114845

22.07.2025

Your ability to innovate, adapt to change, and manage tasks effectively will be essential in driving service-delivery improvement and achieving our departmental objectives, ultimately propelling the firm toward a state of operational excellence.

Job responsibilities:

  • Lead the development and implementation of process improvement initiatives, utilizing advanced data analytics to identify operational inefficiencies, providing impactful recommendations and coaching to client teams as they implement recommendations.
  • Utilize storytelling skills to effectively communicate complex process improvement strategies and changes to diverse stakeholders, influencing decision-making and fostering understanding.
  • Collaborate with LOBs and IT teams to evaluate existing technology ecosystems to identify/optimize platforms and tools that align with business objectives and drive digital transformation.
  • Leverage AI, LLM (Large Language Models), and NLP (Natural Language Processing) tools to aid in providing actionable insights and innovative solutions to complex business challenges
  • Oversee the end-to-end change management process, from strategic communications to lasting stakeholder impact mitigation, ensuring alignment with organizational goals.
  • Build deep, trust-based advisory relationships with key client stakeholders and senior leaders, ensuring their satisfaction throughout the engagement.
  • Analyze large quantities of data, apply a range of analytical tools, synthesize insights, and support the development of strategic solutions
  • Lead one or more client projects, including managing multiple associates across several workstreams and developing team members both formally and informally, including serving as a mentor.
  • Collaborate with your team to build hypothesis sets, analyses, and roadmaps for solutions.
  • Manage ambiguity of requests by structuring and scoping complex problems, analyze large quantities of information, apply a range of analytical tools, synthesize insights, and develop strategic and tactical solutions

Required qualifications, capabilities, and skills:

  • 7+ years of experience in developing and implementing process improvement or re-engineering programs, with a focus on operational efficiency and risk reduction.
  • Bachelor’s degree from an accredited institution
  • Advanced proficiency in data analytics, with a demonstrated ability to interpret models and make inferences from data to drive continuous improvement.
  • Proven experience in managing diverse teams, with a focus on fostering an inclusive environment and coordinating work across different parts of a department.
  • Proficient in the application of artificial intelligence in process improvement initiatives, with a focus on optimizing the performance of AI systems.
  • Demonstrated ability in leading end-to-end change management processes, including strategic communications, influencing others, and mitigating stakeholder impact.
  • Self-motivated and executes deliverables with speed and precision
  • An dedicated learner with a strong commitment to skill development and a genuine curiosity for acquiring new knowledge.
  • Ability to travel up to 10%

Preferred qualifications, capabilities, and skills:

  • 10+ years work experience, including management consulting experience
  • Foster cross-functional collaboration to identify and implement process improvement opportunities across departments.
  • Drive innovation by developing and applying creative solutions to enhance process efficiency and effectiveness.
  • Utilize systems thinking to analyze complex processes and identify areas for optimization and integration.
  • Use agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.
  • Exposure to Tableau, Alteryx, or similar systems
  • Project Management experience