Business Strategy Wealth Management Operations – Vice President

Reposted 6 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Expert/Leader
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead strategic planning, resource and headcount management, and performance analysis for Trusts & Estates and Tax Operations. Partner with finance and transformation teams to align initiatives, produce executive reporting (OKRs, business reviews), improve operational efficiency, and drive continuous improvement while managing confidential information and stakeholder communications.
Summary Generated by Built In

Step into a high-impact leadership role where you will partner directly with senior leaders, shape strategic initiatives, and promote operational excellence across the organization. As a trusted advisor to the Head of Trusts & Estates and Tax Operations (TETO), you will influence key decisions, collaborate with top leaders, and make a visible difference in the success of the Trusts & Estates and Tax Operations (TETO) organization.  

As a Vice President of Business Management within the Trusts & Estates and Tax Operations (TETO) team, you play a pivotal role in shaping strategic initiatives and supporting leadership to achieve business goals. You oversee headcount and resource allocation, ensuring operational efficiency and partnering with leaders across finance, business management, and transformation to align strategies and deliver results. You analyze business performance, provide actionable insights to guide decision-making, and prepare comprehensive reports for senior leadership. You foster effective communication across teams and promote a culture of continuous improvement. In this dynamic environment, you will use your leadership, analytical, and communication skills to tackle complex business challenges and make a meaningful impact.

 

Job responsibilities:

  • Plan, monitor, and report on business operations and strategic initiatives to support organizational objectives.
  • Drive and support leadership in achieving business goals for Trusts & Estates and Tax Operations (TETO).
  • Lead and help manage Trusts & Estates and Tax Operations (TETO) headcount, including resource planning and strategy.
  • Partner with Trusts & Estates and Tax Operations (TETO) leaders, finance, business management, and transformation partners to align and drive strategies and initiatives.
  • Analyze business performance and provide actionable insights to inform decision-making.
  • Prepare and present comprehensive reporting, including business reviews, OKRs, and ad hoc requests to senior leadership. 
  • Facilitate effective communication across teams.
  • Foster a culture of continuous improvement and operational excellence.
  • Manage confidential information.

 

Required qualifications, capabilities, and skills:

  • Bachelor’s degree in Business Administration, Finance, or related field.
  • Ten or more years of experience in business management, strategy, or related roles.
  • Proven leadership and team management skills.
  • Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • High level of integrity, professionalism, and attention to detail.
  • Ability to partner/collaborate effectively with business and functional stakeholders across the organization. 
  • Demonstrated ability to manage complex business challenges in a fast-paced environment by quickly and effectively responding to rapidly changing business needs and urgent requests.
  • Ability to think/act strategically and comfortable working independently.
  • Experience establishing and meeting goals, tracking and driving enhancement opportunities, and presenting progress.
  • Strong proficiency in Microsoft Office Suite.
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, paid in the form of cash and/or forfeitable equity, 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.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.​

Skills Required

  • Bachelor's degree in Business Administration, Finance, or related field.
  • Ten or more years of experience in business management, strategy, or related roles.
  • Proven leadership and team management skills.
  • Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • High level of integrity, professionalism, and attention to detail.
  • Ability to partner/collaborate effectively with business and functional stakeholders across the organization.
  • Demonstrated ability to manage complex business challenges in a fast-paced environment and respond to urgent requests.
  • Ability to think and act strategically and work independently.
  • Experience establishing and meeting goals, tracking enhancements, and presenting progress.
  • Strong proficiency in Microsoft Office Suite.

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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