Client Onboarding & Service Business Manager - Senior Associate

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Tampa, FL
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Business Manager will support the COS group by managing strategic initiatives, creating executive presentations, ensuring data integrity, and leading process improvements.
Summary Generated by Built In
Job Description
Join the Client Onboarding & Service (COS) group within J.P. Morgan, responsible for transforming end-to-end service and onboarding support for Commercial & Investment Banking clients. As a Business Manager, you will partner with the Global Head of COS Business Management, focusing on strategic initiatives, executive communications, and business process improvements in a fast-paced, global environment.
As a Business Management Senior Associate within the Commercial & Investment Bank COS group, you will support key initiatives, develop executive presentations, ensure data integrity, and drive operational improvements. You will collaborate with global partners, manage critical deliverables, and foster strong stakeholder relationships to help achieve COS's strategic objectives.
Job Responsibilities:
  • Create high-quality presentations that simplify complex ideas for leadership, articulating strategic direction and performance tracking.
  • Support the creation of agendas and materials for executive events, including leadership offsites, townhalls, and client visits.
  • Ensure data integrity and accuracy for executive and ad hoc reports, tracking and analyzing performance trends.
  • Lead and participate in collaborative initiatives to improve business processes and foster innovation.
  • Provide high responsiveness to executive ad-hoc requests, including presentation development and business analysis.
  • Support management in strategic business communications, including video messages and organization announcements.
  • Foster strong relationships with internal and external stakeholders to ensure effective communication and engagement.
  • Manage and track critical action items to closure, providing proactive status updates.
  • Support the creation of standard and recurring materials aligned with business strategy.
  • Own and maintain key COS organizational documents, ensuring they are current and accurate.
  • Establish and maintain governance models to oversee and manage key deliverables.

Required Qualifications, Skills, and Capabilities:
  • Bachelor's degree required.
  • 3 years of relevant experience in financial services.
  • Demonstrated ability to meet and enforce deadlines, organize complex information, and create compelling presentations using Excel and PowerPoint.
  • Strong analytical and organizational skills; ability to interpret and present complex data.
  • Data literacy and ability to leverage data for decision-making.
  • Strong interpersonal and communication skills; able to lead meetings and facilitate dialogues with stakeholders.
  • Comfortable working with senior managers and global teams.
  • Strong multi-tasking, attention to detail, and organizational skills.
  • Ability to complete time-sensitive tasks in a high-pressure environment.
  • Proactive ownership skills with the ability to independently drive results and meet deliverables.

Preferred Qualifications, Skills, and Capabilities:
  • Experience creating wireframes and mock-ups for management presentations, reports, and dashboards.
  • Experience with document ownership and maintenance for organizational materials.

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 Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

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What the Team is Saying

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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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