Finance & Business Management
Job Responsibilities
Lead the annual strategic planning cycle, including priorities, roadmaps, objectives, and key performance indicators (KPIs)
Run the operating cadence (e.g., leadership forums, business reviews, performance scorecards) and drive decision and action tracking to closure
Deliver cross-functional initiatives by establishing governance, milestones, risks/issues, and clear accountability
Synthesize complex topics, trade-offs, and recommendations into executive-ready materials and decision forums
Partner with Technology and Operations to support platform modernization, delivery governance, and adoption/change management
Advance data and analytics transparency and outcome measurement to strengthen decision-making
Maintain a strong control environment through policy adherence, issue identification/escalation, and sustainable remediation
Coordinate regulatory exams, audits, and control deliverables across Controls, Risk, Legal, and Compliance
Build partnerships across business and functional stakeholders to align priorities and accelerate delivery
Lead stakeholder communications and change management; manage executive-level ad hoc requests with clear prioritization and follow-through
Partner with Finance on budgets, forecasting, headcount planning, and expense discipline; identify efficiency opportunities across workflows and reporting
Required Qualifications, Capabilities, And Skills
- Demonstrated success driving cross-functional initiatives with senior stakeholders and delivering measurable outcomes
- Strong executive communication skills, including writing, synthesis, and presentations
- Analytical mindset with experience defining KPIs and building management reporting and insights
- Strong understanding of governance, controls, risk, audit, and regulatory expectations in a regulated environment
- Advanced proficiency in PowerPoint and Excel, with the ability to distill complex topics into clear, executive-ready materials
- Ability to operate effectively in a fast-paced, global environment with strong ownership, judgment, and integrity
Preferred Qualifications, Capabilities, And Skills
- Exposure to investment platforms and/or the managed investments lifecycle (e.g., portfolio management, due diligence, implementation/trading)
- Experience in business management, strategy, COO/Chief of Staff, or operating roles within financial services (wealth and/or investments preferred)
- Experience supporting leaders across multiple business channels with distinct growth agendas and operating models
- Experience supporting large-scale transformation programs (e.g., platform modernization, organizational integration)
- Experience driving automation, process reengineering, and operational efficiency initiatives
About Us
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, 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.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. 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.