Finance & Business Management

Posted 2 Days Ago
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Philadelphia, PA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Business Manager will collaborate with various stakeholders to drive growth, develop business strategies, support operations, analyze data, and assist in risk management within the Trusts and Estates business unit of J.P. Morgan Asset & Wealth Management.
Summary Generated by Built In

Job Description
Are you someone who has an interest in business management and is looking to grow your career working in a global organization?
J.P. Morgan Asset & Wealth Management Finance and Business Management has a new opening for a Business Manager based in Newark, Delaware. This position will report directly to the Trusts and Estates Global Business Manager. For almost 200 years, J.P. Morgan Trusts & Estates has served as trustee, executor, and agent for individuals and families around the world.
Our professionals oversee almost $270 billion in assets and administer complex trusts and estates for families with broad, diverse and sophisticated needs.
As a Business Manager within our dynamic team, you will collaborate with Business Heads and key stakeholders to foster growth and implement change. Your role will involve assisting in the development and execution of business strategies and priorities, as well as supporting the daily operations of the business.
Job Responsibilities:

  • Support the Global Trust and Estates business manager in deepening Trusts and Estates market presence by collaborating with internal partners; Trust team, Wealth Advisors, Bankers, Investors and marketing teams
  • Coordinate marketing materials, pitchbooks and other sales tools to help reach and better communicate with our existing and target clientele
  • Create management presentations, reports, and dashboards
  • Support development and drive execution of business unit strategic agendas
  • Identify and lead automation of processes and reports, leveraging technology and internal resources
  • Assist in the coordination of team activities, materials for town halls, and strategy working sessions
  • Conduct in-depth business analysis to support senior management decision making
  • Collect and maintain internal resources and documentation on collaboration sites
  • Collaborate with functional partners across the organization to help achieve business objectives
  • Assist in identifying key business risks and help to drive resolution of mitigating controls
  • Support audit, regulatory and compliance deliverables and help drive action plans


Required qualifications, capabilities and skills:

  • An interest in strategy, business management, project management, and data analysis
  • Experience in driving stakeholder agendas, delivering presentations to stakeholders/senior leaders, and articulating rationale in design decisions
  • Strong analytical, conceptual and creative thinking skills, with the ability to develop business insights and hypotheses
  • Comfortable with analyzing large data sets and driving conclusions and strategy to be presented to senior management
  • Skilled in communication, writing, organization, and time management
  • Judgment and discretion working with confidential and sensitive information
  • Skilled in Microsoft Office applications, particularly Excel and PowerPoint
  • Bachelor's Degree or equivalent experience in Business Administration/Finance


Preferred qualifications, capabilities, and skills:

  • Experience with Tableau, Alteryx, Python a plus
  • 4+ years working experience preferably in a finance, consulting and or project management capacity


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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

Top Skills

Alteryx
Excel
PowerPoint
Python
Tableau

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
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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