KYC Operations Business Manager - Vice President

Reposted 5 Days Ago
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Fort Worth, TX
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The role involves managing budgeting, forecasting, and data analysis for KYC Operations, ensuring effective execution and communication with senior management.
Summary Generated by Built In
Job Description
Join the Commercial & Investment Bank (CIB) Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Wholesale KYC Operations (WKO) team with Client Onboarding & Documentation (CO&D). This high-impact leadership role ensures senior management across the CIB has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.
As a Business Manager Vice President in the CIB F&BM team, you will partner closely with senior Operations leaders and key partners across CIB Finance, Business Management, and Data & Analytics teams to enable effective end-to-end execution. Your role involves budgeting, forecasting, executive presentations, and impactful data analysis to support WKO strategy.
Job Responsibilities:
  • Partner with WKO and CIB F&BM team to budget and forecast headcount and direct expenses.
  • Participate in activity-based costing to allocate expenses across products and LOBs.
  • Prepare executive presentations, packaging projections and performance trends into cohesive stories.
  • Design management reporting packages to communicate business results transparently.
  • Coordinate deliverables with business managers, finance, project managers, and other F&BM teams.
  • Analyze large data sets to create impactful analysis for WLS strategy development.
  • Create executive-level presentations using PitchPro+.
  • Communicate directly with senior stakeholders, demonstrating strong professional presence.
  • Collaborate with peers across business and staff areas to achieve goals.
  • Influence colleagues at all levels in the business.
  • Develop strong, positive relationships with business stakeholders.

Required Qualifications, Capabilities, and Skills:
  • College degree.
  • Minimum of 5 years of relevant experience in banking or Financial Services.
  • Strong presentation skills and ability to tell the story on initiatives.
  • Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
  • Strong oral and written communication skills.
  • Ability to handle multiple priorities and produce successful results in a fast-paced environment.
  • Ability to interpret and present complex data.
  • Mature, independent, highly organized, self-motivated, and a team player.
  • Strong PowerPoint and Excel skills required.

Preferred Qualifications, Capabilities, and Skills:
  • Ability to achieve goals without direct control over all resources.

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

Excel
Pitchpro+
PowerPoint

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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