What are the responsibilities and job description for the Client Onboarding and Services Business Manager - Vice President position at JPMorgan Chase?
The Client Onboarding and Service (COS) Commercial Banking (CB) organization delivers extensive industry knowledge, local expertise and seamless global capabilities to clients—including corporations, municipalities, financial institutions, real estate investors and owners, and not-for-profit organizations—with annual revenue generally ranging from $20 million to $2 billion. We offer a comprehensive set of financial products and services including credit, asset-based lending, real estate finance and treasury and also provide clients with access to investment banking and asset management services.
As a Business Manager Vice President within the COS CB organization, you will gain visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. This role offers a high-impact opportunity as part of our Finance & Business Management team, ensuring senior management across the Commercial Bank.
Job responsibilities
- Partner with COS CB leaders and Commercial Bank Finance & Business Management to prepare executive presentations – ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
- Design management reporting packages to communicate business results in a transparent and concise manner
- Coordinate deliverables with business managers, finance, project managers and other Finance & Business Management teams
- Conduct analysis and create executive level presentation using PowerPoint/ PitchPro
- Analyze complex data sets, assess KPI trends, and create impactful analysis using statistical analysis tools to assist in developing strategy
- Partner with COS CB and Commercial Bank Finance & Business Management team to budget and forecast headcount and direct expenses
- Optimize 'bottom line' business performance by driving key initiatives in alignment with business strategy (fees, cost base, RWA and capital utilization)
- Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. legal, tax, regulatory, capacity issues, extraordinary transaction costs
- Analyze financial performance, including expenses; identify productivity initiatives and drive implementation
- Represent business in respective internal/external working groups
Required qualifications, capabilities and skills
- 10 years of experience in financial services or other related industries
- Bachelor’s degree in Business, Finance, Economics, or other related area
- Knowledge and excessive experience in PowerPoint and Excel
- Highly motivated self-starter with excellent time management/prioritization skills
- Able to craft a compelling analysis and story and present well to senior and global business heads
- Able to forge strong internal relationships across a broad range of functions
- Self-motivated, tenacious and able to work with high degree of independence
- Excellent written and oral communication skills and ability to influence and provide strategic insights across all stakeholder groups
- Able to both define and deliver to conclusion a strategic agenda across multiple groups
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
- Excellent project management and organizational skill with attention to detail with logical thought process
Preferred qualifications, capabilities and skills
- Experience with BI tools (Tableau/Alteryx/Qlik)
- Experience in front office business support, sales and/or prior Business Management or Chief Operating Office
