J.P. Morgan Advisors - Business Manager, Executive Director

Posted 20 Hours Ago
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San Francisco, CA
Hybrid
3-5 Years Experience
Financial Services
The Role
The Business Manager at J.P. Morgan Advisors will be responsible for planning and executing projects, conducting analysis, and providing dedicated business support to Wealth Advisors and clients. They will be involved in all activities related to prospective and existing clients, focusing on client service and relationship building.
Summary Generated by Built In

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 within JPMorgan Chase & Co., you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. You will be involved in a wide range of career growth, internal mobility all while expanding your skill set with a growing team. Your organizational skills and strategic thinking will be crucial in growing the region by acquiring and developing business opportunities in the local market.
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. 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 through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

What the Team is Saying

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The Company
San Francisco, CA
250,000 Employees
Hybrid Workplace

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
San Francisco, CA

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