Vice President jobs at Goldman Sachs

- 317 jobs

Asset & Wealth Management - Engineering Strategy & Operations , COO Team - Associate - Richardson
Goldman Sachs 4.8
Vice president job at Goldman Sachs
WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that better help customers save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. MARCUS BY GOLDMAN SACHS The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets. Engineering, which is comprised of our technology division and global strategists groups, is at the critical center of our business, and our dynamic environment requires innovative strategic thinking and immediate, real solutions. Want to push the limit of digital possibilities? Start here. WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that better help customers save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. MARCUS BY GOLDMAN SACHS The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets. Engineering, which is comprised of our technology division and global strategists groups, is at the critical center of our business, and our dynamic environment requires innovative strategic thinking and immediate, real solutions. Want to push the limit of digital possibilities? Start here. This critical leadership role will be instrumental in optimizing the performance, efficiency, and productivity of our engineering and technology operations. The Technology COO will drive strategic initiatives to enhance overall technological output, ensure disciplined financial management of resources and productivity, and champion data-driven decision-making to align technology efforts directly with business value. This role requires an individual with a strong grip on metrics, exceptional visualization capabilities, and proven experience in capacity planning and vendor cost management. Key Responsibilities: Strategic Oversight & Performance Management: Develop and implement operational strategies, policies, and procedures to significantly enhance productivity, performance, and efficiency across all technology teams. Establish and monitor key performance indicators (KPIs) and benchmarks for engineering performance, including DORA metrics (Deployment Frequency, Change Lead Time, Change Failure Percentage, Failed Deployment Recovery Time), cycle time, and quality of deliverables, to assess operational health and identify areas for improvement. Drive a culture of continuous improvement, leveraging data and insights to streamline workflows and optimize engineering processes. Business Intelligence & Data-Driven Decision Making: Lead the adoption and application of business intelligence tools and practices within technology operations to provide real-time, actionable insights into engineering performance, resource utilization, and project status. Develop robust reporting and visualization frameworks that translate complex technical metrics into clear, concise, and impactful information for senior leadership and business stakeholders, enabling informed strategic decisions. Utilize AI and advanced analytics to identify trends, predict potential issues, and drive proactive optimizations across technology functions. Resource & Capacity Planning: Oversee comprehensive capacity planning initiatives to anticipate future resource allocation needs, balance demand with available resources, and ensure optimal performance and scalability of technology infrastructure and teams. Implement effective workforce planning strategies, including hiring, organizational design, and training, to support the evolving demands of technology operations. Financial & Vendor Management: Manage technology operational budgets, ensuring cost-effectiveness, maximizing resource utilization, and driving cost-saving initiatives without compromising quality or innovation. Lead vendor management efforts, including contract negotiations, performance monitoring, and relationship management with technology partners and suppliers, to ensure favorable terms and optimal value. Implement robust cost tracking and reporting mechanisms to provide transparency into expenses and identify opportunities for optimization. Prioritization & Business Value Alignment: Establish and manage prioritization frameworks that align technology initiatives with overarching business goals, customer value, and strategic objectives. Work closely with business leaders and product teams to ensure technology roadmaps deliver maximum business value, effectively balancing technical feasibility with strategic impact. Qualifications: Experience: Minimum of 3+ years of experience in technology operations, engineering management, or a similar role within a large, complex organization, preferably in the financial services industry. Experience defining and driving business strategy and execution through concrete programs and strong leadership Proven track record of driving significant improvements in engineering efficiency, productivity, and performance at scale. Extensive experience with Business Intelligence tools, data visualization platforms, and advanced analytics for operational insights. Demonstrated expertise in capacity planning, resource allocation, and large-scale vendor management. Skills: Exceptional analytical skills with a strong ability to define, track, and interpret key metrics across a broad range of technology functions. Mastery of operational excellence principles, process optimization, and project management methodologies (e.g., Agile, Lean). Excellent communication, presentation, and interpersonal skills, with the ability to articulate complex technical concepts and their business impact to diverse audiences. Solid understanding of financial management, budgeting, and cost control within a technology context. Education: Bachelor's degree in Computer Science, Engineering, Business Administration, or a related quantitative field. An MBA or advanced degree is highly preferred. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************** The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************** The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
$137k-193k yearly est. Auto-Apply 7d ago
VP, Financial Consultant - Austin (Bee Cave), TX (Hiring Immediately)
Charles Schwab 4.8
Austin, TX jobs
Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time,youllgrowyourpractice holistically through client asset consolidation, networking, and earning client referrals.If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
$90k-155k yearly est. 6d ago
Vice President, B2B Client Solutions Specialist
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210691925 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$170,000.00; New York,NY $118,750.00-$197,000.00 Are you looking to revolutionize traditional retail and online experiences? If so, you've found the right team! As a B2B Payables Client Solution Specialist in the Commercial Bank's Payments organization, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales. You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams. Job responsibilities * Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives * Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends * Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials * Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap Required qualifications, capabilities and skills * 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set * Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects * Strong executive level presentation skills, including ability to consult and sell at the C-level * Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits * Ability to generate ideas to help coverage teams identify and drive the development of new business * Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated * Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development * Demonstrated prior experience working in a highly matrixed and complex organization Preferred qualifications, capabilities, and skills * Applicable market/industry experience * Diligence to maintain up-to-date and accurate pipeline reports. * Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.
$118.8k-197k yearly Auto-Apply 20d ago
Risk Management - Risk Oversight Lead for Faster Payments - Vice President
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210695341 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $119,700.00-$195,000.00 Bring your expertise to JPMorganChase. 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 Risk Management Oversight Lead for Faster Payments Vice President in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. You will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes. Leveraging your expertise in Zelle, RTP, FedNow, etc. and other innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient payment solutions for our customers. You will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance and communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices. Job Responsibilities * Identify ways new and existing payment use cases can potentially facilitate fraud and scam scenarios, as well as facilitate operational and reputational risk * Demonstrate working knowledge of cross-channel controls that are used to mitigate new and inherent risk in Digital * Understand the faster payment rails, processes and flows you oversee just as well as the Product team * Represent the interests of stakeholders in risk management * Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way * Remain abreast of new/changes in provisioning, tokenization, authentication, technology, and digital financial services * Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management * Work effectively as an individual contributor and collaborative team member on simultaneous projects * Work well in a team environment, including cross-functional teams Required qualifications, capabilities, and skills * Bachelor's degree * Minimum of 7 years in a Risk function (Fraud, Scams, or Reputational Risk) * Experience with faster payments, i.e. Zelle, RTP, FedNow, etc. * Ability to defend positions and influence with quantitative analysis developed with an analytical team * Ability to work effectively with both business and technically oriented individuals * Excellent written and verbal communication skills
$119.7k-195k yearly Auto-Apply 11d ago
Risk Management - Risk Oversight Lead for International Payments - Vice President
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210689177 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $119,700.00-$195,000.00 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 the Oversight Lead for International Payments Vice President in the Consumer 2nd Line of Defense (2LOD) Risk Management organization, you will play a pivotal role in safeguarding our cross-border payments, including wires and blockchain transactions. You will be responsible for identifying, assessing, and mitigating risks associated with cross-border payments, such as fraud, scams, compliance, and operational vulnerabilities. The ideal candidate will develop and implement comprehensive risk management strategies, ensure adherence to international regulations, and serve as a key advisor to senior leadership on potential threats and opportunities in an evolving global landscape. In this role, you will provide independent oversight, guidance, and challenge to the first line of defense (front-line business units) to ensure that risks associated with wires and blockchain payments are effectively managed and remain within the organization's risk appetite. Responsibilities include reviewing product and feature designs, developing and implementing robust risk management frameworks and policies tailored to the unique complexities of both traditional fiat and digital assets. You will also partner with Legal, Compliance, and Controls teams to address emerging issues and provide timely, actionable guidance. Additionally, you will communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices. Job Responsibilities * Look for ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk * Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks * Know the international payment flows you oversee just as well as the Product team * Have a working knowledge of cross-border controls that are used to mitigate inherent risk in Digital and Blockchain * Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way * Work effectively as an individual contributor and collaborative team member on simultaneous projects * Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts * Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management Required qualifications, capabilities, and skills * A minimum of 6+ years of experience in risk management, specifically within the payments, banking, or financial services industry with international exposure. * A Bachelor's degree in Finance, Business Administration, Economics, or a related field * Deep understanding of international payment systems (e.g., Swift, remittances, real time payments) and digital asset protocols, as well as relevant global regulatory landscapes. * Excellent problem-solving, decision-making, and communication skills, with the ability to influence and build relationships across global teams. * Ability to defend positions and influence with quantitative analysis developed with an analytical team. Preferred qualifications, capabilities, and skills * Master's degree or MBA preferred 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).
$119.7k-195k yearly Auto-Apply 33d ago
Data Domain/Client Profitability - Vice President
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210683762 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $118,750.00-$190,000.00 Are you ready to make a meaningful impact on our client businesses? Join a team where your expertise in finance and analytics shapes strategic decisions and supports profitability. As a Vice President, you collaborate with talented professionals and senior leaders, influencing outcomes that matter. We value innovation, accuracy, and a commitment to continuous improvement. This is your opportunity to advance your career and help us achieve shared success. Job summary As a Vice President in the Client Profitability team, you play a pivotal role in improving financial performance and supporting strategic decision-making. You deliver actionable insights, lead month-end close processes, and champion collaboration across global teams. You help us maintain high standards of accuracy and data integrity, while fostering a culture of accountability and continuous improvement. Together, we create value for our clients and our business. Job responsibilities * Lead and coordinate the month-end close process for client profitability * Ensure accuracy, timeliness, and compliance in financial reconciliations and reporting * Prepare, review, and present monthly financial results and variance analysis * Present key performance indicators and profitability trends to senior management * Develop and deliver analytics to support business decisions * Identify and implement opportunities for process improvement * Maintain high standards of data integrity and accuracy * Demonstrate robust risk management and adherence to policies * Foster a culture of accountability across the team * Serve as a key point of contact for business partners and senior leadership * Champion collaboration and teamwork across global teams Required qualifications, capabilities, and skills * Bachelor's degree in Finance, Accounting, Economics, or related field * 10+ years of experience in financial analysis, reporting, or business finance * Advanced understanding of month-end close processes, financial controls, and profitability analysis * Exceptional attention to detail and commitment to accuracy * Advanced analytical skills with proficiency in Excel, PowerPoint, and financial systems * Technical skills in Python, SQL, Databricks, and Alteryx * Excellent communication and interpersonal skills * Ability to influence and collaborate across all levels of the organization * Proven record of process improvements * Experience delivering results in a fast-paced environment Preferred qualifications, capabilities, and skills * MBA or CPA * Experience in a large financial institution * Proven track record of process improvements and delivering results in a fast-paced environment
$118.8k-190k yearly Auto-Apply 12d ago
Affluent - JPMorgan Chase Private Client Business Practices Analyst, Vice President
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210691907 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $114,000.00-$175,000.00 Job Description Are you passionate about: making an impact; building end-to-end processes and solutions; enabling the team to deliver an exceptional client experience all while protecting the firm, its employees, and customers? Join the JPMorgan Private Business Practices Team, where you'll have the opportunity to lead impactful projects, collaborate with industry experts, collaborate with leaders across lines of business, and shape the future of our new business. We are seeking a leader with strong analytical and problem-solving skills, a high degree of intellectual curiosity and a willingness to "roll up their sleeves" in a wide variety of activities. Any successful candidate will be a culture carrier, aspire to embody the firm's leadership attributes and want to be a leader on a team focused on collaboration and shared accountability. As a JPMorgan Private Client Business Practices Analyst within the JPMorgan Private Business Practices Team, you will lead impactful projects, collaborate with industry experts, and shape the future of our new business. You will have the opportunity to leverage your analytical skills to design and develop business strategies, manage a diverse team, promote cross-functional collaboration, conduct in-depth analysis, oversee report production, and build strong relationships with stakeholders. You will work with Affluent partners to organize, manage and oversee a variety of activities aligned with our Private Client business model. You will work closely with peer groups across the Consumer and Community Bank and Asset & Wealth Management Lines of Businesses and other cross functional teams to plan, coordinate and deliver initiatives. Job Responsibilities * Business Objective: Own the creation of business processes and controls to maintain compliance by partnering with stakeholders within the Business, Legal, Risk, Controls and Compliance. * Project Management: Manage smaller projects supporting the JPMorgan Private Client agenda and the implementation of processes and controls. * Relationship Building: Establish strong working relationships with workstream leads, business stakeholders, peers, and subject matter experts. * Communication: Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational, and project levels. * Communication/presentation: Influence business leaders and stakeholders in a meaningful and actionable manner with excellent written and verbal communication skills * Analysis: Partner with stakeholders to identify gaps and determine root cause of control breaks * Analysis: Create and perform ongoing analysis of KRI/KPI and develop ad-hoc reports as requested to support business-related programs and strategies Required Qualifications, Capabilities, and Skills * Education: BA/BS degree required * Experience: 5 + years of project management and process design experience within the Consumer/Business Deposit, Home Lending, or Wealth businesses * Organizational Skills: Highly organized and detail-oriented with a structured/analytical approach to problem-solving and the ability to help drive decisions. * Communication Skills: Excellent written and verbal communication skills with the ability to work with senior management and create executive-level presentations; strong proficiency in MS Suite of products is a must. * Teamwork: Team player with the ability to build strong cross-business relationships * Adaptability: Ability to work autonomously to drive change, demonstrating flexibility and adaptability to shifting priorities; effectively manages competing priorities to achieve optimal results in a fast-paced, results-driven environment. Preferred Qualifications, Capabilities, and Skills * Expertise: Proficient knowledge of control and risk management concepts and experience working within Control framework and platforms (CORE, ELA, Obligation mapping) * Cultural Fit: Passionate culture carrier with grit, tenacity, customer obsession, and a balanced focus on 'the what' and 'the how'
$114k-175k yearly Auto-Apply 12d ago
Vice President, B2B Payables Client Solution Specialist
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210692730 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$170,000.00 Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning. As a B2B Payables Client Solution Specialist in the Commercial Bank's Payments organization, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales. You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams. Job responsibilities * Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives * Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends * Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials * Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap Required qualifications, capabilities, and skills * 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set * Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects * Strong executive level presentation skills, including ability to consult and sell at the C-level * Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits * Ability to generate ideas to help coverage teams identify and drive the development of new business * Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated * Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development * Demonstrated prior experience working in a highly matrixed and complex organization Preferred qualifications, capabilities, and skills * Diligence to maintain up-to-date and accurate pipeline reports. * Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.
$104.5k-170k yearly Auto-Apply 12d ago
Risk Management - Credit Risk Vice President - Bank and Broker Dealers
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210661215 JobSchedule: Full time JobShift: : Join JPMorgan Chase's Risk Management and Compliance team, where your expertise will be pivotal in maintaining our strength and resilience. As a Vice President in the Banks & Broker Dealers team, you'll manage exposure to a diverse client base, including North American banks, broker dealers, fintechs, and more. This role offers the opportunity to lead credit analysis, structure transactions, and develop junior team members. Be part of a culture that values innovative thinking and challenges the status quo, striving for excellence in all we do. As a Vice President in the Banks & Broker Dealers team, you will manage exposure to a client base consisting of North American banks, broker dealers, fintechs, credit unions, and other financial institutions. You will lead due diligence, structure transactions, and evaluate credit requests, demonstrating sound credit judgment and effective risk monitoring. Together, we will foster a culture of excellence and innovation, providing opportunities for growth and success. Job responsibilities * Manage exposure to a diverse client base, including banks, broker dealers, and fintechs. * Lead due diligence, structuring, and evaluation of credit requests. * Demonstrate sound credit judgment and effective risk monitoring. * Manage daily risk demands and execute transactions for financial institutions. * Oversee transaction execution, including client analysis and credit approval. * Train, mentor, and manage junior credit officers and analysts. * Build strong relationships and maintain open communication with colleagues. * Monitor clients and update stakeholders on important developments. * Stay informed about the evolving economic and regulatory environment. * Provide leadership and input into key projects and process improvements. Required qualifications, capabilities and skills * Bachelor's degree. * 7+ years of credit risk experience within financial services. * Credit/Market Risk experience. * Knowledge of financial institutions, including banks and broker dealers. * Ability to analyze financial statements and accounting. * Strong understanding of financial products and market dynamics. * Experience with negotiating loan and trading documentation. * Experience with credit agreements and markets products documentation. Preferred qualifications, capabilities and skills * Advanced knowledge of financial statements and accounting.
$113k-167k yearly est. Auto-Apply 60d+ ago
Chase Vice President, Home Lending Transformation Agility Lead
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210689210 JobSchedule: Full time JobShift: Day : Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution. As Vice President, Agility Lead in Chase Home Lending Transformation, you will play a significant role as a champion for the adoption and continuous improvement of Agile practices within our teams. Leveraging your deep knowledge of product development methodologies and Agile principles, you will use your expert guidance, mentorship, and support to teams to foster a culture of collaboration, innovation, and high performance. As a recognized subject matter expert, you will put your knowledge to use to work on complex issues, exercise considerable judgment, and make impactful decisions that shape the operational and business direction of your sub-function. Your leadership, communication, and coaching skills will be instrumental in empowering teams to deliver high-quality solutions efficiently and effectively, while continuously adapting to changing requirements and priorities. Job responsibilities * Lead and coach teams to adopt and implement agile methodologies, and promote open communication and engagement among team members ensuring continuous improvement and alignment with organizational goals * Use advanced communication, facilitation, and presentation skills to manage and influence stakeholders while communicating organizational impediments to leadership * Develop and implement short to mid-term operational and transformation plans, prioritize tasks and manage resources to achieve product goals in a timely and efficient manner through the utilization of metrics and evidence-based decisions * Identify trends and generate original ideas to contribute to the development of new policies and best practices within the discipline Required qualifications, capabilities, and skills * 5+ years of experience or equivalent expertise in a relevant domain, with a focus on coaching teams and individuals on agile methodologies and project management * Possess advanced knowledge of multiple product development lifecycle stages, methodologies, and best practices, enabling effective guidance and support for teams * Display advanced knowledge of agile delivery and multiple agile approaches, including Scrum, Kanban, Extreme Programming (XP), and scaling frameworks, monitoring agility metrics; with the ability to guide teams through complex projects, emphasizing iterative progress and adaptability * Possess excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at various levels within the organization, effectively guiding group discussions and decision-making processes within the domain context Preferred qualifications, capabilities, and skills * Formal training on Agile coaching, such as recognized coaching certifications
$113k-167k yearly est. Auto-Apply 9d ago
Experience Design Vice President
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210684742 JobSchedule: Full time JobShift: Day : Shape the future of user experience in Corporation Technology, Risk with design initiatives that blend business needs and user insights. Join us to drive innovation and inclusivity in risk management solutions. As an Experience Design Vice President in Corporation Risk Technology, you will play a pivotal role in shaping the user experience across our risk management products and services. Leveraging your deep knowledge of design and research practices, you will lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs. As a subject matter expert, you will collaborate with cross-functional teams, guide and mentor junior designers, and foster a culture of inclusivity and accessibility. Your expertise in experience strategy and inclusive design will ensure that our offerings are visually appealing, accessible, and user-friendly, enhancing the overall customer experience. Job Responsibilities * Develop and execute design/research strategies for complex risk technology projects, ensuring alignment with business objectives and user needs across multiple product areas. * Diagram service flows and product features, design wireframes, and prototype interactions for key touchpoints as you lead end-to-end design initiatives within risk management domains. * Role-model the adoption of inclusive design practices and accessibility guidelines, mentor junior designers, and foster a culture of diversity and inclusion. * Collaborate with cross-functional teams to integrate user experience design into the product development process and ensure seamless, customer-centric solutions. * Analyze market trends, gather feedback from user research, and learn from data insights to inform design decisions and optimize user experiences across various platforms and channels. * Present design concepts and solutions with expertise and rationale, advocating for end users and balancing business, user, and technical priorities. * Evangelize the value of user experience design to product and technology teams, and contribute to the strategic direction of risk technology offerings. Required Qualifications, Capabilities, and Skills * 5+ years of experience or equivalent expertise in user experience design or similar roles, within risk management or technology environments. * Demonstrated ability to create visual representations of user journeys, such as storyboarding, wireframes, and prototypes. * Demonstrated experience in inclusive design and accessibility guidelines, with the ability to incorporate diverse perspectives and abilities into design solutions. * Proven ability to develop experiences that meet or exceed the initial proposal of a product or experience, including the development of transformational innovation strategies and the creation of 'north star' representations to drive customer-centric decision-making. * Advanced technical literacy, including an understanding of client-side technologies, APIs, microservices, and the components of the technology stack, as well as their impact on user experience. Preferred Qualifications, Capabilities, and Skills * Design experience with data products, processes, and applications. * Experience with Figma and data visualization. * Experience with AI-driven design solutions.
$113k-167k yearly est. Auto-Apply 5d ago
Risk Management - Credit Risk Vice President - Bank and Broker Dealers
Jpmorganchase 4.8
Plano, TX jobs
Join JPMorgan Chase's Risk Management and Compliance team, where your expertise will be pivotal in maintaining our strength and resilience. As a Vice President in the Banks & Broker Dealers team, you'll manage exposure to a diverse client base, including North American banks, broker dealers, fintechs, and more. This role offers the opportunity to lead credit analysis, structure transactions, and develop junior team members. Be part of a culture that values innovative thinking and challenges the status quo, striving for excellence in all we do. As a Vice President in the Banks & Broker Dealers team, you will manage exposure to a client base consisting of North American banks, broker dealers, fintechs, credit unions, and other financial institutions. You will lead due diligence, structure transactions, and evaluate credit requests, demonstrating sound credit judgment and effective risk monitoring. Together, we will foster a culture of excellence and innovation, providing opportunities for growth and success. Job responsibilities Manage exposure to a diverse client base, including banks, broker dealers, and fintechs. Lead due diligence, structuring, and evaluation of credit requests. Demonstrate sound credit judgment and effective risk monitoring. Manage daily risk demands and execute transactions for financial institutions. Oversee transaction execution, including client analysis and credit approval. Train, mentor, and manage junior credit officers and analysts. Build strong relationships and maintain open communication with colleagues. Monitor clients and update stakeholders on important developments. Stay informed about the evolving economic and regulatory environment. Provide leadership and input into key projects and process improvements. Required qualifications, capabilities and skills Bachelor's degree. 7+ years of credit risk experience within financial services. Credit/Market Risk experience. Knowledge of financial institutions, including banks and broker dealers. Ability to analyze financial statements and accounting. Strong understanding of financial products and market dynamics. Experience with negotiating loan and trading documentation. Experience with credit agreements and markets products documentation. Preferred qualifications, capabilities and skills Advanced knowledge of financial statements and accounting.
$113k-167k yearly est. Auto-Apply 60d+ ago
Risk Management - Home Lending Strategic Analytics - Vice President
Jpmorgan Chase 4.8
Plano, TX 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 Vice President in Loss Mitigation and Default Servicing Analytics within JPMorgan Chase's Risk Management team, you will lead a team of skilled analysts responsible for driving strategic initiatives in mortgage servicing. Your role will be crucial in shaping analytics strategies, fostering a collaborative and inclusive team environment, and delivering insights that influence senior stakeholders and support our commitment to responsible growth. **Job Responsibilities:** + Lead the development and execution of advanced analytics initiatives related to loss mitigation and default servicing, focusing on areas such as loan modification, foreclosure, bankruptcy. + Utilize SAS and SQL programming to synthesize large datasets, generating actionable insights and data-driven recommendations for senior leaders. + Collaborate with cross-functional teams, including risk management, data scientists, and operations, to ensure data quality and effective strategy execution. + Mentor and develop team members through regular one-on-one coaching, professional development, and performance reviews, fostering a culture of continuous learning and improvement. + Conduct weekly team meetings to provide updates on servicing strategy, recognize achievements, and promote team progress towards goals, while actively promoting diversity and inclusion. + Communicate complex analytical findings to senior stakeholders, ensuring clarity and impact, and deliver influential presentations to management. + Build and execute a strategic book of work, managing risks, deadlines, and dependencies, while ensuring accountability and timely escalation of issues. + Engage with stakeholders through regular one-on-one meetings, bringing agenda topics and following up on action items to maintain strong relationships. + Continuously improve processes, prioritize high-value work, and ensure robust controls are in place for key processes. + Actively seek and respond to feedback, promoting an inclusive environment where diverse perspectives are valued. **Required Qualifications, Capabilities and Skills:** + Bachelor's degree in Finance, Economics, Statistics, Mathematics, Computer Science, or a related field. + 7+ years of experience in analytics, with expertise in SAS and/or SQL programming (ORACLE, Teradata). + Proven leadership experience with a track record of managing and developing high-performing teams. + Strong analytical and problem-solving skills, with the ability to generate actionable insights. + Excellent communication and presentation skills, capable of conveying complex information to non-technical stakeholders. **Preferred Qualifications, Capabilities and Skills:** + An advanced degree is preferred. + Experience in mortgage servicing, risk analytics, or financial services. + Familiarity with advanced analytical tools and techniques, such as Tableau or Alteryx. + Demonstrated ability to lead strategic projects and mentor junior team members. + Experience working with geographically diverse teams is a plus. **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
$113k-167k yearly est. 60d+ ago
Risk Management - Business Banking SBA - Credit Risk - Vice President
Jpmorgan Chase Bank, N.A 4.8
Plano, TX 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 Vice President in Chase Business Banking Risk, you will directly manage and develop the teams of Small Business Account (SBA) credit officers who efficiently decision credit requests of varying complexity with high quality standards that adhere to SBA Standard Operating Procedure (SOP), credit risk requirements, guidelines and procedures. You will also assess businesses for SBA risk appetite across various industries and locations, conduct thorough credit risk analysis and recommend protective structures and make prudent credit decisions within authority levels. Job Responsibilities Maintain direct accountability for Credit Officer quality and compliance with SBA and regulatory requirements Act as the main Risk contact for SBA Solutions, Business Direct Center, Lending Product, Risk Strategy, Portfolio Management and senior management providing any SBA process updates or improvements. Ensure high-quality credit risk assessment and analysis acting with a sense of urgency, solving problems, to effectively meet benchmarks and expectations. Collaborate with peers domestic and global, for consistent and timely coverage, for a national workload. Voice opinions clearly and Identify opportunities to improve controls and efficiencies, as well as lead change initiatives Participate on SBA Solutions Management and SBA Solutions Consultant team calls to discuss any updates to the Risk policy and procedures that impact the SBA products and be aware of any changes impacting Risk. Serve as a subject matter expert on SBA Standard Operating Procedure to ensure Chase Credit Risk requirements and procedures are in compliance to ensure a valid SBA guaranty. Represent JPMorgan in external risk-related discussions. Retain, develop and recruit high-performing talent. Required qualifications, capabilities, and skills Bachelor's degree 10 years of business credit risk experience, with strong knowledge of SBA, Scored and Wholesale Credit Proven leadership and talent development skills Ability to build strong stakeholder relationships and challenge effectively Experience in risk assessment, regulatory management, and procedure development Excellent communication, analytical, and problem-solving skills Preferred qualifications, capabilities, and skills MBA or related Master's Degree preferred 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
$113k-167k yearly est. 4d ago
J.P. Morgan Wealth Management - Vice President, Lending Specialist
Jpmorganchase 4.8
Plano, TX jobs
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes. In this high-impact and fast paced role, you will have the opportunity to make a tangible difference every day, whether it's by providing seamless execution of new lending requests, designing innovative solutions, or helping clients and advisors unlock new opportunities for growth and financial success. Your work will directly contribute to the expansion of our high growth lending business, as you generate new business, deepen existing relationships, and champion the full suite of JPMorgan's lending capabilities. By promoting broader awareness and understanding of our products, you will empower advisors to confidently address client needs and proactively identify new ways to add value. Collaboration is at the heart of this position, as you will partner with internal teams to resolve production, quality, and escalated client service or risk-related issues, always striving for operational excellence and a superior client experience. The pace of change and innovation in this business means you will be at the forefront of shaping the future of lending within Wealth Management, driving sustained growth, and setting new standards for service and performance. This is a unique opportunity for a strategic, client-focused professional to have a lasting and visible impact-not only on the business, but on the lives and financial well-being of clients and advisors across the region. Your expertise, initiative, and commitment will help define what's possible in a high-growth environment where every day brings new challenges and the chance to make a real difference. Job responsibilities Serve as the primary point of contact for Financial Advisors and Market Leadership, providing expert guidance on lending products and solutions to support client needs and business growth. Drive opportunities Advisors, offering recommendations and insights based on specific credit policies and guidelines to facilitate informed decision-making. Demonstrate decisiveness by making thoughtful and timely decisions in high-volume and ambiguous situations, consistently striving for the best outcomes for both clients and the firm. Participate in projects focused on productivity improvements, compliance, and product enhancements, contributing to the ongoing evolution and success of the lending business. Coordinate with and provide support to the Service Team, ensuring seamless execution of lending requests and a high standard of client service throughout the process. Promote broader awareness of lending capabilities and proactively identify opportunities to deepen client relationships and expand the firm's lending footprint. Maintain up-to-date knowledge of lending products, market trends, and regulatory requirements to serve as a trusted resource for Advisors and clients. Collaborate across functional partners to ensure operational excellence and superior client outcomes. Required qualifications, capabilities, and skills 6+ years of financial services experience Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment Experience with lending in a wealth management division across mortgage, margin, and or securities-based lending Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD) Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups Organizational and project management skills; proven ability to manage multiple priorities Must be able to demonstrate flexibility and adaptability and ability to work under pressure
$113k-167k yearly est. Auto-Apply 40d ago
Letter of Credit Transaction Vice President
Jpmorgan Chase & Co 4.8
Dallas, TX jobs
Are you excited to provide best in class client experience to our customer base, do you drive execution effectively and you enjoy taking on ownership of clients and the delivery of our product suite to them? You have found the right team! As a Letter of Credit Transaction Vice President in the Commercial Bank. you are client facing and will team up with our Commercial bankers on relationship management and product delivery activities for our Standby Letter of Credit (SBLC) offering. You will provide consistent, high quality service to ensure excellent client experience. You will take on ownership of a complex product and are responsible for the end-to-end process. You will directly interact with our customers, and gain in-depth insight into the workings of our internal teams, e.g., deal team leads, credit, legal, compliance and business management, relating to credit decisioning, product set up and product execution. Job Responsibilities Own a portfolio of clients and build strong relationships with our customers and internal banking teams dedicated to your portfolio. Advise our Commercial Bank US customers and bankers around best practices on Letter of Credit structuring and set up. Set expectations around product delivery and help our customers with the Letter of Credit execution by providing them with a smooth end to end product delivery. Lead the Letter of Credit process and provide the clients with clear guidance and transparency on the process Act as a trusted advisor to your respective portfolio for any Letter of Credit situations that arise. Coordinate with various internal, cross regional teams such as Banking, Trade Finance, Credit, Legal and other functions to ensure efficient Letter of Credit execution. Coordinate the Letter of Credit process across the Commercial Bank's customer base during client onboarding, new facility set up and Letter of Credit issuance. Consult with clients on new facilities, amendments to or cancellations of Letters of Credit. Manage, oversee, and escalate for a broad range of topics, such as structuring, collateral, documentation and the complex implementations. Know credit appetite and coordinate discussions when a new credit need arises including partnering with the Underwriter and Credit Teams to facilitate set up of Letters of Credit facilities, and Cash Collateral, if needed. Engage with bankers on pricing discussions and guide for market levels and understand background for capital needs on Letters of Credit. Required Qualifications, Capabilities and Skills 7+ years' experience in Commercial banking, sales, operations, with Trade Finance / Letter of Credit experience Proven ability to build and develop relationships. Willingness to build a strong internal network will be critical to success Must possess strong verbal and written communications skills with the ability to adjust messaging for different audiences including our clients C-suite and their operations teams Must be well-organized and structured with the ability to achieve tight timelines on complex deliverables Experience in reviewing, understanding, and/or working with credit partners Knowledge of Foreign Bank Guarantees Experience working in or closely with front office Commercial Banking Preferred Qualifications, Capabilities and Skills Advanced skills with Microsoft Excel and PowerPoint Creative thinker, driven to deliver best-in-class deal execution to our customers Self-starter, creative and driven, to provide consistent, high-quality support to ensure excellent client experience Experience working with SalesForce and workflow tools Trade Finance or Letter of Credit sales experience
$113k-167k yearly est. Auto-Apply 60d+ ago
U.S. Private Bank - Private Banker - Vice President
Jpmorganchase 4.8
Dallas, TX 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
$113k-167k yearly est. Auto-Apply 60d+ ago
Treasury Management Officer - Healthcare Services - Vice President
Jpmorganchase 4.8
Dallas, TX jobs
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills 6+ years of cash management, sales and relationship management experience Success developing new business with focus on prospecting utilizing strong selling and negotiation skills Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy Excellent verbal and written communication skills Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization Strong time management, organizational and planning skills Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills Bachelor's degree Certified Treasury Professional designation Strong creative solution and problem-solving abilities
$113k-167k yearly est. Auto-Apply 35d ago
Risk Management - Wholesale Credit Risk Administration-Vice President
Jpmorganchase 4.8
Plano, TX jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks and using your expert judgment 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 Vice President in Wholesale Credit Risk Administration (WCRA) supporting the Investment Bank Credit Risk - Corporates and Financial Institutions Group (FIG), you will play a key role in driving process improvements, providing governance and oversight of operational processes, and partnering with stakeholders to enhance efficiency and effective control. Additionally, you will collaborate with Credit Risk Administration, Control Management, Wholesale Lending Services, Business Management, Credit Product and Strategy teams to support risk management excellence and operational effectiveness. Job Responsibilities Partner with the Corporates & FIG Credit Risk management team to develop and achieve business priorities and objectives. Drive a culture of collaboration and partnership to balance the needs of our clients and the firm. Lead and support initiatives to enhance existing processes through process improvement and automation, embracing innovative opportunities offered by new technologies. Monitor and oversee credit processes, data quality, and data remediation, ensuring appropriate oversight and controls. Initiate process reviews and enhancements, develop and manage action plans, and support audit, credit review, and regulatory exam activities. Collaborate with Control Management, Wholesale Lending Services, Credit Risk Middle Office, Conduct Operational Risk, Finance, Reporting, and other stakeholders to improve risk management and controls. Serve as a thought leader and advocate for credit risk in technology projects and deployments, working groups, and oversight committees. Represent Corporates & FIG Credit Risk in initiatives addressing data management, regulatory matters, new processes, technology enhancement, and other needs, including serving as a user advocate in application enhancement, UAT, and training, as needed. Identify process gaps, determine root causes, recommend solutions, and perform remediation to mitigate operational risk or improve processes. Understand and interpret regulatory and policy requirements and procedures relevant to credit risk; serve as a resource to the Corporates & FIG Credit Risk team in these areas. Required Qualifications, Capabilities, and Skills Bachelor's degree required. Extensive experience in a commercial or investment bank credit or banking role. Experience in audit, control, operations, or program management roles, with a track record of exceeding performance expectations. Strong analytical and problem-solving skills. Excellent oral and written communication skills, including experience presenting to executive leadership. Ability to assemble and lead high-impact working groups and teams, partnering with executive leadership and stakeholders at all levels of the organization. Broad corporate lending knowledge and experience, including knowledge of primary corporate lending regulations and reporting requirements. Detail-oriented with the ability to multi-task and effectively deliver work products in a time-sensitive, team-based environment. Experience in control and process oversight, including gap identification, root cause analysis, control design and execution, and control management and monitoring. Understanding of data management and proficiency with Microsoft applications such as Excel, Office, SharePoint, and PowerPoint. Preferred Qualifications, Capabilities, and Skills Demonstrated experience in credit risk approvals, underwriting, and administration. Knowledge of credit risk and risk policies, procedures, and standards. Reporting and analytical experience. Experience with Artificial Intelligence tools such as Alteryx and LLM models. Basic SharePoint design and project management experience. Project Management Professional certification is a plus.
$110k-140k yearly est. Auto-Apply 5d ago
AWM, Marcus Business COO Team, Analyst - Richardson, TX
Goldman Sachs 4.8
Vice president job at Goldman Sachs
WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that better help customers save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. MARCUS BY GOLDMAN SACHS The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. THE TEAM & YOUR IMPACT The Marcus Business COO team provides management and strategy oversight across Marcus. Your role will be a key liaison for senior managers and many other business enablers, with a global lens. The position requires deep analytic capabilities, complemented by strong interpersonal skills to ensure delivery of solutions to complex macro and micro issues in wealth. This role will be for a 2026 start date. THE ROLE Principal Responsibilities Support the Global Marcus Chief Operating Officer and senior members of the Global Marcus management team in the execution of managerial initiatives and oversight of the underlying businesses. Provide leadership support to the Global Head of Marcus as needed on internal presentations, project execution, and engagement strategy. Assist with people strategy initiatives including town halls. Create and maintain business level reporting systems for strategic growth and efficiency projects to effectively communicate progress on strategic initiatives in a clear and concise manner. Build expertise in business analytics, project management, real estate, and risk management. Develop product knowledge to gain understanding across the Marcus suite of offerings. Excellent communication, sound judgment, and a collaborative approach are essential, as this role requires frequent interaction with various teams and senior stakeholders across the firm. Gain exposure and access to senior Marcus Management leadership. Significant potential for long-term career development. Experience and Skills Required Bachelor's Degree 1-3 years of prior work experience preferably in financial services and / or business strategy environment Excellent communication and interpersonal skills, with desire to work in a fast paced, high pressure, results driven environment. Ability to work on multiple tasks with a high attention to detail and flexible with hours. Commitment to the highest standard of integrity and maintenance of the appropriate level of confidentiality and discretion on sensitive work assignments. Ability to leverage interpersonal skills to work with cross-disciplinary teams, globally. Outstanding analytical skills as demonstrated by ability to work with detailed financial data and understand commercial implications; proficient in excel and other Microsoft applications. Strong written and oral communication skills with ability to structure key assignment takeaways to dynamic audiences. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* © The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
$137k-193k yearly est. Auto-Apply 60d+ ago