Finance & Business Management

Posted Yesterday
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Miami, FL, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Serves as a strategic advisor to Latin America and Global Families Group Client Service leadership. Leads strategic objectives, performance analysis, executive reporting, operating-model optimization, transformation initiatives, risk and controls governance, and cross-functional stakeholder coordination. Presents business insights to senior leaders, supports compliance and resiliency planning, and advances global best practices across regions.
Summary Generated by Built In

Join our Client Service, Experience and Development Business Management team, where dedicated Business Managers work hand-in-hand with senior leaders to evolve business capabilities and drive strategic growth. You’ll be a trusted advisor and strategic partner—analyzing service performance, preparing impactful business reviews, coordinating key events, and building a strong network across stakeholders to influence decisions and propel the practice forward.

As a Finance & Business Management (F&BM) Vice President supporting the Latin America and Global Families Group Client Service organization, you will serve as a trusted advisor and strategic partner—driving business strategy and growth while optimizing performance. You’ll manage business risks and controls, ensure the seamless execution of strategic initiatives, and deliver executive reporting and analysis. You will collaborate across functions and regions to advance transformation, operating-model improvements, and governance.

Job Responsibilities 
  • Advise the Latin America and GFG Client Service Head and leadership team across strategy, controls, people, and performance
  • Lead the development, implementation, and tracking of strategic objectives and key results across the region, ensuring alignment with priorities
  • Promote optimization of operating models, collaborating with cross-functional teams across Finance, Technology, Operations, Controls, Legal, Risk, Compliance, HR, and Audit
  • Oversee business change management, process improvement, and transformation initiatives, including digital platform enhancements, location strategy, and productivity optimization
  • Identify, escalate, and mitigate business risks, ensuring robust governance and operational resiliency
  • Present complex data and business narratives to senior leadership, providing clear insights and recommendations on financial and operational trends
  • Deliver executive management reporting, including presentations, value-added analysis, communications, and business reviews for senior stakeholders
  • Represent the business in internal and external working groups, ensuring effective communication and alignment across the organization
  • Maintain business hygiene through compliance, training, access management, and resiliency planning
  • Support control initiatives impacting the business, partnering with Business Process and Controls, Compliance, Legal, and Control Managers
  • Collaborate with counterparts in other regions on global initiatives and best practices
Required Qualifications, Capabilities, and Skills 
  • 6+ years of relevant experience in wealth management or asset management, or in a consulting, project management, or business management capacity
  • Exceptional written and verbal communication skills, with the ability to draft clear, concise, professional documents and communicate across seniority levels
  • Ability to excel in a fast-paced, dynamic environment, managing and prioritizing multiple competing tasks under pressure and deadlines
  • Strong analytical, conceptual, and creative thinking skills, with the ability to develop business insights and hypotheses
  • Comfort analyzing large data sets and driving conclusions for presentation to senior management
  • Proficiency in PowerPoint and Excel
  • Superior judgment and discretion when handling confidential and sensitive information
Preferred Qualifications, Capabilities, and Skills 
  • Experience driving stakeholder agendas and delivering presentations to senior leaders, including articulating rationale in design decisions
  • Track record of driving innovation and continuous improvement in business processes and client service
  • Experience supporting control, risk, or governance initiatives within a regulated environment
  • Experience working on global initiatives and sharing best practices across regions
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 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.​

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Skills Required

  • 6+ years of relevant experience in wealth management, asset management, consulting, project management, or business management
  • Exceptional written and verbal communication skills
  • Ability to manage multiple competing tasks under pressure and meet deadlines
  • Strong analytical, conceptual, and creative thinking skills
  • Ability to analyze large data sets and develop conclusions for senior management
  • Proficiency in PowerPoint and Excel
  • Superior judgment and discretion handling confidential and sensitive information
  • Experience driving stakeholder agendas and presenting to senior leaders
  • Track record of innovation and continuous improvement in business processes and client service
  • Experience supporting control, risk, or governance initiatives in a regulated environment
  • Experience working on global initiatives and sharing best practices across regions

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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