Business Manager— Private Banking Financial Sponsors
JPMorgan Chase - New York, NY

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Business Manager— Private Banking Financial Sponsors - 130103436

Job Description

JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families in 36 countries around the world. The Private Bank delivers highly customized and tailored solutions to help clients with the many complexities they face by leveraging the entire commercial and investment banking capabilities of the firm. The Private Bank addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, capital raising, and specialty wealth advisory services.


The Business Finance Manager (BFM) would be based in New York. This role will report directly to the USPB Financial Sponsors Regional CFO with dotted line accountability to the Region Head of this business. The BFM will provide local business management oversight for the business including market growth strategies, financial and information management, sales management, project management with interface for office management, real estate and technology topics. The BFM will also have responsibilities at the Region level with exposure to the Region Head and Investment Practice Leader. This role involves frequent interaction with management and front office advisors (e.g., Bankers, Investors, Capital Advisors, etc) in fast-paced team environment, as well as accountability for broader regional projects.


Strategic Planning

Partner with regional CFO and market manager(s) to develop strategic market plans

Develop and present strategic insights about the market

Align market goals and objectives to US-wide priorities and initiatives

Partner with regional CFO to prepare for regular business reviews
Financial and Information Management:

Manage financial planning and forecasting processes

Drive disciplined expense management

Monitor performance against plan

Conduct analyses to drive further insights and opportunities about business

Understand business drivers and recommend measures to further improve results

Enable management by providing timely, accurate information

Provide business information and analysis (e.g., financial reporting, forecasting)

Research and resolve data issues
Sales Management:

Develop and maintain robust sales management processes and toolkits for market manager

Drive ongoing enhancements and modifications to internal sales management processes

Manage client segmentation strategies and monitor results

Assist in sales management sessions between Market Manager and Region Head

Liaise with client service leadership to ensure ongoing efficiency

Escalate and / or resolve client issues; track and measure recurring themes for systemic issues and opportunities

Assist with meeting management and agenda setting (e.g., Market Managers Calls, Role Play Sessions, etc.).
Project Management:

Provide disciplined project management on ad hoc projects; coordinate product and other non-ITM initiatives which have sales force and/or client impact

Partner with CFO and business head to identify, propose, and achieve funding for performance improvement initiatives

Define market requirements and needs for all US systems; liase with Tech and Ops for all process and technology initiatives to provide support for integration and migration

Ensure proper discipline around risk management procedures

Partner with Risk management on OCC audits and responses
Business Administration:

Own real estate strategy and all logistics (e.g. moves)

Perform space planning, resolve facilities issues, and fulfill equipment procurement

Manage the day-to-day operations (invoice approvals, technology, office related needs, etc))

Coordinate with hiring manager and HR on the on-boarding of new hires

Evaluate the administrative needs and capacity of the administrative teams (provide point of contact for admin team)

Approve the procurement of goods and services and market level expense reports

Assist in all other office related, admin, issues

Organize all hands-on meetings, forums and events (e.g., town halls)

Manage the business continuity programs and processes

Proactive, strategic thinker
Finance and accounting experience
Strong analytical and project management skills
Well recognized as having outstanding people leadership and management skills
Excellent interpersonal and communication skills
Client focused with a tenacity to resolve issues and conflicts

High energy and enthusiasm required to partner with multiple stakeholders
Capable of exercising forceful yet sensible leadership; willing to make tough/unpopular decisions
Able to work in a dual reporting matrix environment
Affable, with a high tolerance for ambiguity
Willingness to travel if required

College degree; MBA a plus

Minimum 5 to 7 years of relevant experience
Specific industry related experience preferred
Job Asset Management
Primary Location US-NY-New York-270 Park Avenue / 02317

Organization Asset & Wealth Management
Schedule Full-time
Job Type Standard
Shift Day Job
Employee Status Regular

Corporate Brand J.P. Morgan

JPMorgan Chase - 15 months ago - save job
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