Job Description
When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team. By utilizing your organizational skills and strategic thinking you will help grow the region by acquiring and developing business opportunities in the local market.
As a Business manager you will perform a wide variety of delegated functions related to the Regional Directors overall plan and vision for the branch. You will provide dedicated business support to Wealth Advisors and their clients while establishing, maintaining and building relationships. You will deliver exceptional client service and will be involved in all activities that touch prospective and existing clients.
Job Responsibilities
• Plan and execute small-to-large scale projects / initiatives
• Conduct analysis including the collection of data from various sources, synthesizing the information, performing analysis, and interpreting results.
• Develop a detailed understanding of current-state processes and procedures, identify weaknesses, gaps, and opportunities for improvement
• Present findings and recommendations that identify issues, explains causes, details impact, and builds a case and consensus for change.
• Establish and lead working groups, requiring effective partnership with the following groups: Investments; Legal; Compliance; Technology; Operations; Product & Platform; Risk Management; Marketing; Finance; and Human Resources
• Provide continuous feedback on project status, offering constructive options to ensure project tracks to original expectations: Assist in the design and implementation of solutions.
• Create detailed project plans, documenting scope and detailing issues & problems.
• Function as an escalation point to keep all parties aware of overall project impact.
• Provide documentation for policies and procedures.
Required Qualifications, Capabilities, And Skills
• At least 3 years of experience in business management and/or project management in financial services
• Ability to deliver in a high demand, multi-tasking environment, ability to work effectively will all levels of management
• Excellent written and verbal communications skills / relationship management, strong analytical and data analysis skills
• Strong proficiency with PowerPoint slide creation, Word, Visio and intermediate excel modeling required
• Strong analytical and data analysis skills
• Excellent organization skills, attention to detail and time management skills
• Ability to influence / persuade, strategic business mindset
Preferred Qualifications, Capabilities, And Skills
• Judgment and professional maturity to handle sensitive information
• Ability to work independently with limited supervision
• Creative thinking
• Energy/enthusiasm and an eagerness to get involved in all tasks
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers
Location: San Francisco, CA
Posted: Aug. 19, 2024, 7:39 p.m.
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