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Leads the Chase Travel digital product portfolio, owning product vision, roadmap, lifecycle execution, risk management, performance, and growth targets. Coaches product teams, drives innovation and cross-functional alignment, monitors market and competitive trends, and identifies opportunities for differentiation. The role also influences product discovery, ideation, requirements definition, value management, and investment decisions.

Provides executive administrative support for the Wholesale Credit Risk team, including complex calendar management, call screening, meeting and event coordination, domestic and international travel arrangements, expense processing, onboarding and offboarding support, document maintenance, correspondence, and presentation preparation. Requires discretion, strong organization, communication skills, Microsoft Office proficiency, and the ability to manage competing priorities while working fully onsite.

Drive new business for Chase Travel by managing the full B2B sales cycle, including prospecting, discovery, solution development, presentations, negotiation, closing, and onboarding support. Build pipeline through outreach, referrals, cross-selling, and industry events. Use CRM tools, market research, and performance data to refine sales strategies, identify trends, and improve outcomes while collaborating with internal teams and supporting operational initiatives.

Lead client onboarding implementations for new and existing banking clients, managing strategic initiatives, platform transitions, issue resolution, compliance, stakeholder relationships, conflict resolution, and continuous improvement. Coordinate team activities, improve operating processes through innovation and design thinking, and ensure timely, resilient onboarding experiences. The role requires client communication, project management, data and technology literacy, anti-fraud awareness, and cybersecurity practices.

Processes mutual fund transactions, cancellations, corrections, reconciliations, and dividend settlements. Investigates trade and settlement discrepancies, resolves processing breaks, documents findings, and maintains operational controls. The role collaborates with investors and internal stakeholders to ensure accurate, timely outcomes while managing multiple priorities and contributing to process improvements.

Own the full B2B sales cycle for Chase Travel, from prospecting and discovery through negotiation, closing, and onboarding support. Build relationships with decision-makers, deliver tailored travel solution pitches, manage pipeline activity and forecasting, analyze sales performance, and partner with internal teams to support post-sale success. Represent Chase Travel at industry events and contribute to training and operational improvements.

Own B2B corporate travel sales from prospecting through contract execution and onboarding. Build pipeline, qualify leads, develop tailored solutions, present proposals, negotiate contracts, and close new business across small, mid-sized, and enterprise clients. Maintain CRM data and forecasts, analyze market trends, coordinate implementations, represent the business at industry events, and support client retention, expansion, and sales enablement.

Manage counterparty credit risk across derivatives, securities financing, prime services, and related products. Perform margin investigations, collateral liquidity analysis, regulatory reviews, and ISDA CSA negotiations. Develop Python-based automation and analytical tools using SQL, Tableau, Alteryx, ThoughtSpot, and AI/LLM techniques. Drive transformation initiatives, strengthen controls, improve data quality, support governance and audit requirements, and collaborate with Quantitative Research, Technology, Product, and Credit Officers.

Leads strategic finance and business management for digital technology and product organizations. Advises senior leaders on financial performance, headcount, resource allocation, investment priorities, risks, and productivity. Produces executive reporting, strengthens governance and transparency, and translates complex financial data into actionable recommendations. Requires extensive experience influencing global stakeholders, managing strategic agendas, and delivering independently in a high-visibility environment.

Leads product marketing strategy for private markets solutions, owning positioning, messaging, go-to-market planning, launches, market research, competitive intelligence, sales enablement, content strategy, and market insights. Partners cross-functionally with product, sales, marketing, demand generation, digital, and content teams to clarify product value, support client acquisition and adoption, and inform roadmap priorities. The role focuses on startups, venture capital, and related professional services within a large financial institution.