Finance & Business Management - Vice President

Posted An Hour Ago
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Plano, TX, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads finance and business management for a client onboarding and KYC quality-control organization. Responsibilities include strategy execution, transformation initiatives, budgeting, forecasting, cost modeling, investment governance, metrics and dashboards, data analysis, executive reporting, stakeholder coordination, and operational governance. The role requires strong financial acumen, advanced data literacy, communication skills, and experience leading operations transformation in financial services or adjacent industries.
Summary Generated by Built In

As a Vice President, Business Manager in the Commercial & Investment Bank Finance & Business Management team, you will support the Client Onboarding & Documentation organization, and specifically the Head of Controls and Head of the Reviewer team, which is responsible for Quality Control for the Wholesale Know Your Customer utility.

We are seeking a strategic, analytical, and execution-oriented candidate to join our Business Management team. This high-impact role partners with leaders across CIB Operations, Digital & Platform Services, Finance, Controls, and Data & Analytics to drive transformation initiatives, shape product and operations strategy, and convert data into actionable insights for senior stakeholders. The position blends portfolio management, operating model design, and hands-on delivery to enable effective end-to-end execution and support the business in achieving measurable outcomes and operational excellence.


Job Responsibilities

  • Partner with senior leaders to define objectives, targets, and metrics; translate strategy into actionable roadmaps and measurable outcomes 
  • Lead or support operations product and transformation initiatives, including process re-engineering, digitization, AI/automation use cases, and location/real-estate planning, from problem framing through benefits realization 
  • Own headcount and expense forecasting in partnership with Finance; support annual budgeting and monthly/quarterly business reviews 
  • Manage allocations and activity-based costing; support cost-to-serve modeling and benchmarking to inform pricing and investment priorities 
  • Develop rigorous business cases and investment memos, including problem statements, options analysis, financial models, risks/assumptions, and success metrics, as well run the investment governance process: intake, prioritization, approvals, and benefits tracking 
  • Build and evolve operational and product metrics frameworks; design executive dashboards and management reporting that connect Key Performance Indicators to strategy 
  • Analyze large, complex data sets to identify performance trends and root causes; turn insights into concise executive narratives and recommendations 
  • Prepare and deliver materials for senior forums (town halls, Business Reviews, QBRs), helping the business “tell the story” with clarity and impact 
  • Coordinate deliverables across business managers, finance, technology, and operations; drive cross-functional decisioning and issue resolution 
  • Manage business hygiene and governance (training, access recertifications, resiliency planning, expense approvals); support people agenda initiatives and organizational communications 


Required qualifications, capabilities and skills

  • 6+ years of progressive experience in financial services or adjacent industries in roles such as business management, operations/product management, strategy/consulting, or transformation 
  • Demonstrated experience leading operations product or transformation efforts (e.g., process redesign, digitization, analytics/AI enablement) with measurable outcomes 
  • Proven ability to craft investment-grade business cases and executive-ready materials; strong financial acumen in budgeting, forecasting, allocations, and cost modeling
  • Advanced data literacy: ability to structure analysis, interpret complex data, and translate insights into decisions; comfort partnering with data & analytics teams 
  • Exceptional communication and storytelling skills—able to distill complexity into compelling narratives for senior audiences 
  • Strong stakeholder management and collaboration skills across multiple levels and functions; ability to influence without direct authority 
  • Highly organized, self-motivated, and adept at managing multiple priorities in a fast-paced environment 
  • Excellent PowerPoint and Excel skills 

Preferred qualifications, capabilities and skills

  • Bachelor’s degree 
  • Experience with dashboarding/Business Intelligence tools 
  • Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications
  • Strong judgment in applying AI—knowing when to use AI vs. manual analysis, and validating outputs for accuracy, completeness, tone, and audience fit

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’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. 

Skills Required

  • 6+ years of progressive experience in financial services or adjacent industries in business management, operations or product management, strategy or consulting, or transformation
  • Experience leading operations product or transformation efforts, such as process redesign, digitization, analytics, or AI enablement, with measurable outcomes
  • Experience developing investment-grade business cases and executive-ready materials
  • Strong financial acumen in budgeting, forecasting, allocations, and cost modeling
  • Advanced data literacy, including structuring analysis, interpreting complex data, and translating insights into decisions
  • Exceptional communication and storytelling skills for senior audiences
  • Strong stakeholder management and collaboration skills, with the ability to influence without direct authority
  • Ability to manage multiple priorities in a fast-paced environment
  • Excellent PowerPoint and Excel skills
  • Bachelor's degree
  • Experience with dashboarding or Business Intelligence tools
  • Practical fluency with AI-enabled productivity tools
  • Judgment in applying AI and validating outputs for accuracy, completeness, tone, and audience fit

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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