President & Chief Operating Officer jobs at Citi - 97 jobs

VP - Senior Financial Officer - Property & Casualty Insurance
USAA 4.7
Remote
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: * San Antonio, Texas * Plano, Texas * Phoenix, Arizona * Tampa, Florida * Charlotte, North Carolina * Chesapeake, Virginia *** Relocation assistance is only available to San Antonio for this position *** What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$224.3k-403.7k yearly Auto-Apply 15d ago

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Head of Financial Analysis - Asset Management- Managing Director
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210686945 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $250,000.00-$450,000.00; New York,NY $250,000.00-$450,000.00 Join JPMorganChase as the Head of Financial Analysis, providing support for Asset Management across all businesses and functions. J.P. Morgan Asset & Wealth Management Finance and Business Management has an exciting new opportunity for the Global Head of Planning and Analysis of the Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted line accountability to the Asset Management Chief Financial Officer. As the Head of Financial Analysis - Asset Management within J.P. Morgan Asset & Wealth Management Finance and Business Management, you will lead the planning and analysis efforts for the Asset Management business. You will be responsible for delivering business intelligence reporting, management information, and competitor analysis support. This role offers the opportunity to develop analytical capabilities, manage core deliverables, and promote transformation projects to completion. You will also lead the expense agenda and create a best-in-class reporting and analytics ecosystem, while working closely with global teams to achieve strategic objectives. Job responsibilities: * Manage the Asset Management team building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders. Key focus will be on developing the analytical capabilities of the organization to enhance AM business-focused support while simultaneously managing the demands of core P&A deliverables for AM and Corporate. Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of AM's expense policy), as well as several other key business metrics and processes. * Build on the many use cases of transformation projects already under way and bring it to completion. Deliver reliable, accurate and timely reporting solutions across AM front office and support functions. Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook. * Lead the expense agenda for the CFO and Finance leaders of AM including the framework, analytics, reporting and ad-hoc analysis to provide insights to AWM CEO and CFO * Create best-in-class reporting and analytics ecosystem that builds on dashboard environment by addressing reporting redundancy and simplifying navigation amongst existing reports. Bring to market tangible and scalable use cases for AI and LLMs to further harness insights from our finance and non-finance data. * Work closely with relevant business and CFOs across the globe on return-oriented geographic expansion and to execute on expense efficiencies and synergies across the footprint. Be "the voice" of Asset Management on attendance patterns, ratio seating and associated analytics. * Responsible for reviewing potential new business opportunities * Attract, developing and retaining a team of world class finance professionals Required qualifications, capabilities, and skills: * 15+ years of finance and overall business management experience in a complex financial organization * Outstanding analytical and presentation skills * Proven ability to act independently with excellent decision-making skills * Proven ability to work well under pressure and handle multiple projects and initiatives at same time * Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus. * Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives. * Proven ability to identify and mitigate risk based on company and industry guidelines, while driving innovation and process improvement. * Superior verbal and written communication skills, especially when engaging with senior-level management. * Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation. * Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing. * Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations.
$250k-450k yearly Auto-Apply 23d ago
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Jpmorganchase 4.8
Columbus, OH jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$139k-221k yearly est. Auto-Apply 60d+ ago
Project Manager Senior Vice President
Jpmorgan Chase 4.8
Columbus, OH jobs
Step into a pivotal role at one of the world's most innovative banks, where your strategic vision and project leadership will drive impactful Business Banking initiatives. You will collaborate with cross-functional teams to deliver complex programs, enhance operational efficiency, and ensure seamless communication across the organization. Leverage your expertise in project management and data analysis to guide projects from inception to execution, while maintaining transparency and high standards of compliance. If you thrive in dynamic environments and excel at managing multiple priorities, this is your opportunity to make a meaningful difference. Join us and help shape the future of Business Banking. As a Senior Project Manager in the Business Banking team, you will be primarily responsible for collaboration with various functional areas across Business Banking (e.g. Product, Digital, Operations, Controls, etc.) and lines of business, to manage project/programs impacting Business Banking initiatives. You will provide leadership oversight and direction for project/program level delivery components and are responsible for communication and transparency for project/program level activities. If you can think strategically, implement with discipline, and collaborate closely with internal stakeholders across various levels within the organization, you'd be a great fit for our team. Job Responsibilities + Lead end-to-end project delivery processes, including dependency management, operationalization and banker communication, delivery feasibility decision-making, and performance reporting + Partner with cross-functional teams (Product, Technology, Operations, Legal-Risk-Compliance-Controls, Sales) to define scope, objectives, deliverables, and align project plans and milestones + Develop comprehensive project timelines, utilizing forecasting techniques to improve on-time delivery and monitor scope; partner with business stakeholders to maintain program roadmaps + Identify, assess, and mitigate risks and issues; lead change management activities across functional partners and ensure adherence to firm's risk, controls, compliance, and regulatory requirements + Analyze current business processes, recommend improvements, and design/document supporting processes to enhance efficiency and client satisfaction + Ensure timely and accurate reporting and metrics; complete status dashboard reports and scorecard updates; maintain high-quality presentations for stakeholders and executive leadership + Act as a central point of contact for project status, updates, and issue resolution; ensure project tasks and dependencies are clearly defined and tracked + Utilize project and product management tools (e.g., Jira, Jira Align, Monday, Teams, PowerPoint, Excel) to plan, execute, and track progress Required Qualifications, Capabilities, and Skills + 5+ years of experience in project management, product delivery, or relevant domain area, within financial services or business banking + Demonstrated ability to execute operational management and change readiness activities + Expertise in project management tools and advanced proficiency in Excel for data analysis and reporting + Excellent communication, presentation, and interpersonal skills; ability to convey complex information clearly and concisely + Strong organizational skills, self-driven, and able to meet challenging project plans and milestones + Demonstrated ability to monitor and manage project milestones, dependencies, and risks effectively Preferred Qualifications, Capabilities, and Skills + Proficient knowledge of Agile Product Development and the product development life cycle, design, and data analytics + Excellent interpersonal skills, ownership of deliverables, and self-motivation + High level of personal initiative, work ethic, and ability to manage multiple tasks simultaneously + PMP, CSM, or similar certification Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans
$123k-164k yearly est. 10d ago
Fraud Strategy - Vice President
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210679762 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorganChase. As part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Vice President within the Fraud Strategy Team, you will be responsible for designing and managing fraud strategies, capabilities, and processes including working with Product and Operations. Your role will require a deep understanding of the business, data analysis to understand root causes, and the use of analytics to design and implement solutions. You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts. Job Responsibilities * Manage and enhance 3rd Party Fraud strategy to drive the intended tradeoff between fraud mitigation, financial performance, customer experience, and operational efficiency * Regularly monitor fraud trends and customer frictions to identify opportunities to improve fraud strategy performance * Leverage internal and external data sources and advanced analytic tools to drive accurate fraud detection * Collaborate closely with broader fraud strategy team and other cross functional teams to leverage best practice and ensure control and compliance * Stay on top of the industry trends and adopt industry best practices * Build a high performing team through recruiting and developing talents Required qualifications, capabilities, and skills * 6+ years of experience in credit or fraud risk management * Excellent collaboration and partnership skills with proven track record in working well with internal teams and external partners * Ability to think strategically to come up with a vison for areas of responsibility, develop roadmaps and drive execution to balance short-term vs long-term solutions * Strong analytical thought leadership with the ability to leverage AI and machine learning to drive effective and innovative solutions * Strong process management and project management skills with the ability to drive capability development * Strong communication skills with the ability to communicate effectively and strategically to senior leaders and key stakeholders * Demonstrated strong curiosity to learn and attention to details to drive analytical and execution quality To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
$105k-135k yearly est. Auto-Apply 56d ago
Check Fraud Strategy - Vice President
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210639839 JobSchedule: Full time JobShift: : As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Check Fraud Strategy Vice President in Consumer and Community Banking, you will work closely with the fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. Job Responsibilities * Manage a team of fraud strategy professionals to monitor fraud trends in the portfolio * Develop insights around potential gaps in defenses and propose solutions using data from across the firm * Leverage advanced machine learning models and other advanced analytics * Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts * Work closely with partners across the firm to develop a joint list of projects * Deliver solutions that keep the firm and customers safe from fraud while supporting business growth * Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities Required Qualifications, Capabilities, and Skills * Bachelor's or Master's degree * 7+ years of professional experience related to strategic analytics, risk management, or data science * Strong knowledge of programming language like SAS, SQL * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity * Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint * Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives * Excellent organizational and project management skills; able to manage competing priorities under tight deadlines * Proven ability to collaborate and build strong partnerships. * Intellectual curiosity with a proven ability to learn quickly * High degree of initiative, self-direction, and ability to work well under pressure Preferred Qualifications, Capabilities and Skills * Prior experience working in Fraud risk, especially Check Fraud * Passion for problem solving To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
$105k-135k yearly est. Auto-Apply 60d+ ago
Check Fraud Strategy - Vice President
Jpmorgan Chase 4.8
Columbus, OH jobs
As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Check Fraud Strategy Vice President in Consumer and Community Banking, you will work closely with the fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. **Job Responsibilities** + Manage a team of fraud strategy professionals to monitor fraud trends in the portfolio + Develop insights around potential gaps in defenses and propose solutions using data from across the firm + Leverage advanced machine learning models and other advanced analytics + Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts + Work closely with partners across the firm to develop a joint list of projects + Deliver solutions that keep the firm and customers safe from fraud while supporting business growth + Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities **Required Qualifications, Capabilities, and Skills** + Bachelor's or Master's degree + 7+ years of professional experience related to strategic analytics, risk management, or data science + Strong knowledge of programming language like SAS, SQL + Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity + Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint + Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives + Excellent organizational and project management skills; able to manage competing priorities under tight deadlines + Proven ability to collaborate and build strong partnerships. + Intellectual curiosity with a proven ability to learn quickly + High degree of initiative, self-direction, and ability to work well under pressure **Preferred Qualifications, Capabilities and Skills** + Prior experience working in Fraud risk, especially Check Fraud + Passion for problem solving **To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans
$105k-135k yearly est. 60d+ ago
Check Fraud Strategy - Vice President
Jpmorganchase 4.8
Columbus, OH jobs
As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Check Fraud Strategy Vice President in Consumer and Community Banking, you will work closely with the fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. Job Responsibilities Manage a team of fraud strategy professionals to monitor fraud trends in the portfolio Develop insights around potential gaps in defenses and propose solutions using data from across the firm Leverage advanced machine learning models and other advanced analytics Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts Work closely with partners across the firm to develop a joint list of projects Deliver solutions that keep the firm and customers safe from fraud while supporting business growth Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities Required Qualifications, Capabilities, and Skills Bachelor's or Master's degree 7+ years of professional experience related to strategic analytics, risk management, or data science Strong knowledge of programming language like SAS, SQL Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives Excellent organizational and project management skills; able to manage competing priorities under tight deadlines Proven ability to collaborate and build strong partnerships. Intellectual curiosity with a proven ability to learn quickly High degree of initiative, self-direction, and ability to work well under pressure Preferred Qualifications, Capabilities and Skills Prior experience working in Fraud risk, especially Check Fraud Passion for problem solving
$105k-135k yearly est. Auto-Apply 60d+ ago
Risk Management - Fraud & Scam Strategy Vice President
Jpmorganchase 4.8
Columbus, OH jobs
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. Job Responsibilities Develop insights around potential gaps in defenses and propose solutions using data from across the firm Leverage advanced machine learning models and other advanced analytics Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts Work closely with partners across the firm to develop a joint list of projects Deliver solutions that keep the firm and customers safe from fraud while supporting business growth Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities Required qualifications, capabilities, and skills Bachelor's or Master's degree 3+ years of professional experience related to strategic analytics, risk management, or data science Strong knowledge of programming language like SAS, SQL Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives Excellent organizational and project management skills; able to manage competing priorities under tight deadlines Proven ability to collaborate and build strong partnerships. Intellectual curiosity with a proven ability to learn quickly High degree of initiative, self-direction, and ability to work well under pressure
$105k-135k yearly est. Auto-Apply 6d ago
Operations - Executive Director, Transformation & Servicing Innovation
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210655766 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $213,750.00-$300,000.00 We're seeking an Executive Director, Transformation & Servicing Innovation to join our dynamic team. This is a critical role that will serve as a strategic partner to the Head of Servicing Operations and the Head of AI Strategy and Transformation, shaping the future of how we operate. As the Executive Director of Transformation & Servicing Innovation within the Transformation & Servicing Innovation team, you will be at the forefront of a pivotal period of strategic evolution, responsible for leading significant transformation across a massive 12,000+ Full-Time Equivalent organization, primarily composed of call center and back office agents. You will dramatically enhance our client service capabilities, instill a culture of continuous improvement, and champion innovative new ways of working, with a strong focus on leveraging cutting-edge Artificial Intelligence. This is more than just a leadership position; it's an opportunity to be the primary orchestrator of our Servicing Operations' transformation portfolio. You will bridge the gap between bold strategic vision and flawless operational execution, ensuring our client services remain at the pinnacle of efficiency, effectiveness, and customer satisfaction. If you thrive in complex environments, are a master influencer, and possess a relentless promote for impactful delivery, this role offers an unparalleled chance to make a profound impact on our Consumer and Community Banking client base and thousands of our front-line specialists. Job Responsibilities * Define and Drive Strategic Transformation: Collaborate closely with leadership to identify and prioritize high-impact opportunities within Servicing Operations. Develop and execute a comprehensive transformation roadmap, with a strong focus on becoming an AI-enabled organization ready for future ways of working. Translate high-level goals into actionable initiatives, establishing clear, measurable KPIs. * Champion AI and Emerging Technologies: Lead the strategic direction for leveraging AI, agentic capabilities, and large language models (LLMs) to unlock significant operational efficiencies and reshape future work practices within Servicing Operations. * Orchestrate Transformation Initiatives: Take ownership as the central point of contact for Servicing Operations' transformation portfolio. Strategically organize and drive a robust portfolio of initiatives, ensuring rigorous tracking, on-time and on-budget delivery, and seamless integration into business operations. * Lead Cross-Functional Change: Act as a local champion and primary integrator, fostering a culture of innovation and continuous improvement. Build strong coalitions across all organizational levels, effectively communicating the "why" behind changes, celebrating successes, and proactively mitigating resistance. * Identify & Implement Operational Enhancements: Utilize data and analytics to pinpoint inefficiencies and areas for optimization within servicing operations. Champion the adoption of emerging technologies to boost productivity, elevate customer experience, and strengthen operational resiliency. * Mitigate Risk & Ensure Compliance: Proactively identify and manage risks associated with transformation initiatives. Ensure unwavering compliance with regulatory, operational, and organizational policies throughout all changes to processes and systems. * Foster Cross-Team Collaboration: Partner with Servicing Operations leaders, front-line managers, staff, and CCB Ops & Product Teams to uncover pain points, inform opportunities, and secure prioritization for AI and innovative solutions. * Develop Data-Driven Business Cases: Create compelling, data-driven business cases for each proposed initiative, quantifying potential impacts across cost, expense savings, risk mitigation, and both customer and employee experience. * Enhance Transparency & Buy-in: Establish routines to improve transparency of cross-firm initiatives within Servicing Operations. Provide regular, credible reporting on transformation progress to key strategic stakeholders, proving the value of our investments and ensuring strong buy-in from leadership and staff for smoother adoption of new technologies and processes. * Drive Leadership Alignment & Representation: Report directly to the Head of Customer Service Strategy, Customer Experience, and Performance Excellence, with dotted line accountability into the Head of AI Strategy & Transformation Office. Act as a key representative for the Servicing Organization in senior leadership meetings, articulating and advancing Operations-led strategic initiatives through impactful executive-level presentations. Required qualifications, skills, and capabilities * 15 years of progressive leadership experience with a strong focus on large-scale business transformation and operational excellence. * Demonstrated expertise in large-scale client service environments (10,000+ employees), particularly within call centers and investigation operations, understanding their unique challenges and opportunities. * Proven management consulting background with extensive experience in strategic problem-solving, organizational design, process re-engineering, and complex change management. * Deep expertise in leading and driving organizational change, including cultural transformation, technology adoption, and workforce evolution. * Strong track record of leveraging technology (especially AI/ML) to significantly improve efficiency, customer satisfaction, and operational performance. * Exceptional strategic thinking and analytical skills, capable of translating complex data into actionable insights and strategic recommendations. * Robust technology and operations knowledge, including expertise in policy, procedures, risk, and controls. * Bachelor's degree required. * Flexibility to travel as needed. Preferred qualifications, skills, and capabilities * Master's degree in Business Administration, Engineering, or a related field is highly preferred;
$213.8k-300k yearly Auto-Apply 60d+ ago
Compliance and Ops Risk Test Manager - Vice President
Jpmorgan Chase 4.8
Columbus, OH jobs
Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a **Compliance and Operations Risk Test Manager** in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. **Job responsibilities** + Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. + Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. + Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. + Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. + Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. **Required qualifications, capabilities, and skills** + 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. + Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. + Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. + Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. + Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes. 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
$101k-133k yearly est. 10d ago
Compliance and Ops Risk Test Manager - Vice President
Jpmorganchase 4.8
Columbus, OH jobs
Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a Compliance and Operations Risk Test Manager in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. Job responsibilities Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. Required qualifications, capabilities, and skills 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes.
$101k-133k yearly est. Auto-Apply 13d ago
Compliance and Ops Risk Test Manager - Vice President
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210696026 JobSchedule: Full time JobShift: : Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a Compliance and Operations Risk Test Manager in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. Job responsibilities * Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. * Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. * Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. * Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. * Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. Required qualifications, capabilities, and skills * 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. * Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. * Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. * Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. * Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes.
$101k-133k yearly est. Auto-Apply 11d ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorgan Chase 4.8
Cleveland, OH jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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 **Base Pay/Salary** Cleveland,OH $170,000.00 - $225,000.00 / year
$170k-225k yearly 60d+ ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorganchase 4.8
Cleveland, OH jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$140k-224k yearly est. Auto-Apply 60d+ ago
Operations - Executive Director, Transformation & Servicing Innovation
Jpmorganchase 4.8
Columbus, OH jobs
We're seeking an Executive Director, Transformation & Servicing Innovation to join our dynamic team. This is a critical role that will serve as a strategic partner to the Head of Servicing Operations and the Head of AI Strategy and Transformation, shaping the future of how we operate. As the Executive Director of Transformation & Servicing Innovation within the Transformation & Servicing Innovation team, you will be at the forefront of a pivotal period of strategic evolution, responsible for leading significant transformation across a massive 12,000+ Full-Time Equivalent organization, primarily composed of call center and back office agents. You will dramatically enhance our client service capabilities, instill a culture of continuous improvement, and champion innovative new ways of working, with a strong focus on leveraging cutting-edge Artificial Intelligence. This is more than just a leadership position; it's an opportunity to be the primary orchestrator of our Servicing Operations' transformation portfolio. You will bridge the gap between bold strategic vision and flawless operational execution, ensuring our client services remain at the pinnacle of efficiency, effectiveness, and customer satisfaction. If you thrive in complex environments, are a master influencer, and possess a relentless promote for impactful delivery, this role offers an unparalleled chance to make a profound impact on our Consumer and Community Banking client base and thousands of our front-line specialists. Job Responsibilities Define and Drive Strategic Transformation: Collaborate closely with leadership to identify and prioritize high-impact opportunities within Servicing Operations. Develop and execute a comprehensive transformation roadmap, with a strong focus on becoming an AI-enabled organization ready for future ways of working. Translate high-level goals into actionable initiatives, establishing clear, measurable KPIs. Champion AI and Emerging Technologies: Lead the strategic direction for leveraging AI, agentic capabilities, and large language models (LLMs) to unlock significant operational efficiencies and reshape future work practices within Servicing Operations. Orchestrate Transformation Initiatives: Take ownership as the central point of contact for Servicing Operations' transformation portfolio. Strategically organize and drive a robust portfolio of initiatives, ensuring rigorous tracking, on-time and on-budget delivery, and seamless integration into business operations. Lead Cross-Functional Change: Act as a local champion and primary integrator, fostering a culture of innovation and continuous improvement. Build strong coalitions across all organizational levels, effectively communicating the "why" behind changes, celebrating successes, and proactively mitigating resistance. Identify & Implement Operational Enhancements: Utilize data and analytics to pinpoint inefficiencies and areas for optimization within servicing operations. Champion the adoption of emerging technologies to boost productivity, elevate customer experience, and strengthen operational resiliency. Mitigate Risk & Ensure Compliance: Proactively identify and manage risks associated with transformation initiatives. Ensure unwavering compliance with regulatory, operational, and organizational policies throughout all changes to processes and systems. Foster Cross-Team Collaboration: Partner with Servicing Operations leaders, front-line managers, staff, and CCB Ops & Product Teams to uncover pain points, inform opportunities, and secure prioritization for AI and innovative solutions. Develop Data-Driven Business Cases: Create compelling, data-driven business cases for each proposed initiative, quantifying potential impacts across cost, expense savings, risk mitigation, and both customer and employee experience. Enhance Transparency & Buy-in: Establish routines to improve transparency of cross-firm initiatives within Servicing Operations. Provide regular, credible reporting on transformation progress to key strategic stakeholders, proving the value of our investments and ensuring strong buy-in from leadership and staff for smoother adoption of new technologies and processes. Drive Leadership Alignment & Representation: Report directly to the Head of Customer Service Strategy, Customer Experience, and Performance Excellence, with dotted line accountability into the Head of AI Strategy & Transformation Office. Act as a key representative for the Servicing Organization in senior leadership meetings, articulating and advancing Operations-led strategic initiatives through impactful executive-level presentations. Required qualifications, skills, and capabilities 15 years of progressive leadership experience with a strong focus on large-scale business transformation and operational excellence. Demonstrated expertise in large-scale client service environments (10,000+ employees), particularly within call centers and investigation operations, understanding their unique challenges and opportunities. Proven management consulting background with extensive experience in strategic problem-solving, organizational design, process re-engineering, and complex change management. Deep expertise in leading and driving organizational change, including cultural transformation, technology adoption, and workforce evolution. Strong track record of leveraging technology (especially AI/ML) to significantly improve efficiency, customer satisfaction, and operational performance. Exceptional strategic thinking and analytical skills, capable of translating complex data into actionable insights and strategic recommendations. Robust technology and operations knowledge, including expertise in policy, procedures, risk, and controls. Bachelor's degree required. Flexibility to travel as needed. Preferred qualifications, skills, and capabilities Master's degree in Business Administration, Engineering, or a related field is highly preferred;
$102k-150k yearly est. Auto-Apply 59d ago
Project Manager Senior Vice President
Jpmorganchase 4.8
Ohio jobs
Step into a pivotal role at one of the world's most innovative banks, where your strategic vision and project leadership will drive impactful Business Banking initiatives. You will collaborate with cross-functional teams to deliver complex programs, enhance operational efficiency, and ensure seamless communication across the organization. Leverage your expertise in project management and data analysis to guide projects from inception to execution, while maintaining transparency and high standards of compliance. If you thrive in dynamic environments and excel at managing multiple priorities, this is your opportunity to make a meaningful difference. Join us and help shape the future of Business Banking. As a Senior Project Manager in the Business Banking team, you will be primarily responsible for collaboration with various functional areas across Business Banking (e.g. Product, Digital, Operations, Controls, etc.) and lines of business, to manage project/programs impacting Business Banking initiatives. You will provide leadership oversight and direction for project/program level delivery components and are responsible for communication and transparency for project/program level activities. If you can think strategically, implement with discipline, and collaborate closely with internal stakeholders across various levels within the organization, you'd be a great fit for our team. Job Responsibilities Lead end-to-end project delivery processes, including dependency management, operationalization and banker communication, delivery feasibility decision-making, and performance reporting Partner with cross-functional teams (Product, Technology, Operations, Legal-Risk-Compliance-Controls, Sales) to define scope, objectives, deliverables, and align project plans and milestones Develop comprehensive project timelines, utilizing forecasting techniques to improve on-time delivery and monitor scope; partner with business stakeholders to maintain program roadmaps Identify, assess, and mitigate risks and issues; lead change management activities across functional partners and ensure adherence to firm's risk, controls, compliance, and regulatory requirements Analyze current business processes, recommend improvements, and design/document supporting processes to enhance efficiency and client satisfaction Ensure timely and accurate reporting and metrics; complete status dashboard reports and scorecard updates; maintain high-quality presentations for stakeholders and executive leadership Act as a central point of contact for project status, updates, and issue resolution; ensure project tasks and dependencies are clearly defined and tracked Utilize project and product management tools (e.g., Jira, Jira Align, Monday, Teams, PowerPoint, Excel) to plan, execute, and track progress Required Qualifications, Capabilities, and Skills 5+ years of experience in project management, product delivery, or relevant domain area, within financial services or business banking Demonstrated ability to execute operational management and change readiness activities Expertise in project management tools and advanced proficiency in Excel for data analysis and reporting Excellent communication, presentation, and interpersonal skills; ability to convey complex information clearly and concisely Strong organizational skills, self-driven, and able to meet challenging project plans and milestones Demonstrated ability to monitor and manage project milestones, dependencies, and risks effectively Preferred Qualifications, Capabilities, and Skills Proficient knowledge of Agile Product Development and the product development life cycle, design, and data analytics Excellent interpersonal skills, ownership of deliverables, and self-motivation High level of personal initiative, work ethic, and ability to manage multiple tasks simultaneously PMP, CSM, or similar certification
$123k-164k yearly est. Auto-Apply 13d ago
Project Manager Senior Vice President
Jpmorgan Chase & Co 4.8
Ohio jobs
JobID: 210695119 JobSchedule: Full time JobShift: Day : Step into a pivotal role at one of the world's most innovative banks, where your strategic vision and project leadership will drive impactful Business Banking initiatives. You will collaborate with cross-functional teams to deliver complex programs, enhance operational efficiency, and ensure seamless communication across the organization. Leverage your expertise in project management and data analysis to guide projects from inception to execution, while maintaining transparency and high standards of compliance. If you thrive in dynamic environments and excel at managing multiple priorities, this is your opportunity to make a meaningful difference. Join us and help shape the future of Business Banking. As a Senior Project Manager in the Business Banking team, you will be primarily responsible for collaboration with various functional areas across Business Banking (e.g. Product, Digital, Operations, Controls, etc.) and lines of business, to manage project/programs impacting Business Banking initiatives. You will provide leadership oversight and direction for project/program level delivery components and are responsible for communication and transparency for project/program level activities. If you can think strategically, implement with discipline, and collaborate closely with internal stakeholders across various levels within the organization, you'd be a great fit for our team. Job Responsibilities * Lead end-to-end project delivery processes, including dependency management, operationalization and banker communication, delivery feasibility decision-making, and performance reporting * Partner with cross-functional teams (Product, Technology, Operations, Legal-Risk-Compliance-Controls, Sales) to define scope, objectives, deliverables, and align project plans and milestones * Develop comprehensive project timelines, utilizing forecasting techniques to improve on-time delivery and monitor scope; partner with business stakeholders to maintain program roadmaps * Identify, assess, and mitigate risks and issues; lead change management activities across functional partners and ensure adherence to firm's risk, controls, compliance, and regulatory requirements * Analyze current business processes, recommend improvements, and design/document supporting processes to enhance efficiency and client satisfaction * Ensure timely and accurate reporting and metrics; complete status dashboard reports and scorecard updates; maintain high-quality presentations for stakeholders and executive leadership * Act as a central point of contact for project status, updates, and issue resolution; ensure project tasks and dependencies are clearly defined and tracked * Utilize project and product management tools (e.g., Jira, Jira Align, Monday, Teams, PowerPoint, Excel) to plan, execute, and track progress Required Qualifications, Capabilities, and Skills * 5+ years of experience in project management, product delivery, or relevant domain area, within financial services or business banking * Demonstrated ability to execute operational management and change readiness activities * Expertise in project management tools and advanced proficiency in Excel for data analysis and reporting * Excellent communication, presentation, and interpersonal skills; ability to convey complex information clearly and concisely * Strong organizational skills, self-driven, and able to meet challenging project plans and milestones * Demonstrated ability to monitor and manage project milestones, dependencies, and risks effectively Preferred Qualifications, Capabilities, and Skills * Proficient knowledge of Agile Product Development and the product development life cycle, design, and data analytics * Excellent interpersonal skills, ownership of deliverables, and self-motivation * High level of personal initiative, work ethic, and ability to manage multiple tasks simultaneously * PMP, CSM, or similar certification
$123k-164k yearly est. Auto-Apply 11d ago
Generative AI and Innovation Team Director (AVP)- Wealth Management Operations
Morgan Stanley 4.6
Columbus, OH jobs
We're seeking someone to join our team as a Generative AI and Innovation Team in Wealth Management Operations to provide support across our Wealth Management Operations organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: The Professional Development GenAI Project Manager is a part of Wealth Management Operations and is responsible for project management across multiple GenAI concentrations. This includes managing opportunity identification, feasibility analysis and end to end project lifecycle through production deployment, including but not limited to: Leading key initiatives related to increasing efficiencies and reducing operational risks. Creating project plans that align to the enhancement vision, scope, and timelines. Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision. Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported. Running test plans, test execution, and communication risk or concerns to key stakeholder. Anticipating risks that could impact the project and take action to avoid them. Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation. Effectively communicating changes to the production support teams and aligning with training support teams. Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment. Communicate with all people who have a vested interest in the project, including internal team members and external partners. Conduct root cause analysis to identify project issues and implement solutions. Facilitate meetings with project teams and stakeholders to drive progress. Utilize tools such as Jira for project tracking and reporting. Develop and implement business process models to optimize project workflows. Implement change management strategies to ensure successful project adoption. What you'll bring to the role: Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team Ability to operate independently across the majority of day-to-day responsibilities Culture carrier across Operations, embracing the Firm's core values and acting as a role model Strong interpersonal skills and ability to communicate effectively both verbally and in writing. Strong time management skills and ability to set own schedule without falling behind on tasks. Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively. Ability to take initiative and thrive in a collaborative, team environment. Ability to handle highly confidential information with appropriate discretion. Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables. At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $88,000 and $129,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$88k-129k yearly Auto-Apply 60d+ ago
Dir, P3, Workpl Ops & Supp III : Job Level - Director
Morgan Stanley 4.6
Columbus, OH jobs
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Role Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service. What you'll do in the role: Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience Responsible for interviewing and onboarding top talent Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population What you'll bring to the role: 4+ years previous call-center experience or equivalent required in a technical or customer service field Previous Service Desk Experience Experience with Microsoft Office products, Windows 10, and general office computing tools required Passion for providing feedback & coaching Excellent written and oral communication skills Excellent time management skills Excellent Problem-Solving Skills Experience with Microsoft Office Products, Windows 10, and general office computing tools WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $70,000 and $105,000 per [hour/year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-105k yearly Auto-Apply 27d ago

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