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Client Onboarding Business Manager

1 month ago

Brooklyn, United States JPMorgan Chase Full time

Job Description
Role Title: F&BM Business Manager VP- Client Onboarding and Documentation Operations (CO&D)
CO&D is a cross-functional division consisting of over 3,000 employees across 20+ countries, providing services and products across the Commercial & Investment Bank, Asset Management, Consumer & Community Bank, and Office of the CFO. CO&D is responsible for critical client documentation and is comprised of Documentation Management Operations and Wholesale WKO Operations (WKO), and supported by the Client Experience & Transformation and Controls teams. Streamlining, digitization and consumption of client data and documents in a manner that is standardized, scalable, accessible and controlled is the primary goal of the department, especially through the technology platforms used across these services.
As a Finance & Business Manager in Commercial & Investment Bank for Client Onboarding and Documentation's WKO department, you will work closely with the senior business manager, the business head as well as functional partners and multiple stakeholders. You will support the business in a broad range of areas and this responsibility will involve effective coordination with key stakeholders across the firm to communicate and execute against the business strategy. You will need to establish a large network throughout all functions supporting the business: Finance, Risk, Legal, Compliance, Vendor Management, Business Control, Technology, and others. You will have a strategic mindset and a true desire to fundamentally shape how WKO efforts are delivered across CIB Operations. The Business Management function optimizes business performance by focusing on outcomes, influencing key strategic initiatives and driving execution. We act as trusted advisors to the Business Heads, and are responsible for identifying, escalating, and mitigating business risks. This role will challenge the candidate to take on a range of strategic projects for our rapidly evolving team.
Job responsibilities

  • Drive strategies and insights to address top WKO opportunities for the business and inform the overall WKO strategy for CIB Operations, and recommend critical priorities to achieve that strategy
  • Leverage expertise across Product, Technology and Operations to determine greatest areas of opportunity for acceleration, and scope and structure projects to support it; Advise and influence senior leadership on key business decisions and major change initiatives
  • Gain deep understanding of end-to-end WKO lifecycle; Perform product and operational analytics to identify improvement opportunities
  • Develop and operationalize key metrics to measure the current state, define what success looks like in future, and enable strategic solutioning and execution
  • Responsible for portfolio governance of data and WKO projects including managing the Book of Work, prioritization, staffing, management reporting, dashboards and analytics
  • Act as trusted advisor to the Business head, and represents the Group in various forums
  • Manage business performance through the development and execution of business reviews, and senior management governance along with expense/budget management reviews


Required qualifications, capabilities, and skills

  • 4+ years in program, strategy or advisory experience in a complex and dynamic environment
  • Demonstrated strategic mindset, analytical abilities, and deep intellectual curiosity
  • Ability to define and drive a delivery roadmap inclusive of milestone deliveries and the associated status reporting
  • Ability to work with and act as a liaison between Operations, Product Controllers, Finance, Legal and Senior Executives
  • Demonstrated ability to deliver executive presentations and messaging to senior and global business heads through excellent written and oral communication skills


Preferred qualifications, capabilities, and skills

  • Identify potential roadblocks and escalate issues as needed
  • Collaborates with other team members to ensure successful implementation of the WKO strategy
  • Ability to take ownership of individual pieces of the strategy as needed and continuously stays up to date with developments in the WKO field
  • Previous product knowledge and/or prior Business Management, COO or Strategy experience


About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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