Owner and managing director job description
Updated March 14, 2024
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Example owner and managing director requirements on a job description
Owner and managing director requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in owner and managing director job postings.
Sample owner and managing director requirements
- Bachelor's degree in business or related field.
- Minimum 10 years of management experience.
- Demonstrated track record of successful business leadership.
- Strong understanding of financial management.
- High level of understanding of relevant laws and regulations.
Sample required owner and managing director soft skills
- Exceptional communication and interpersonal skills.
- Ability to motivate and lead a team.
- Strong problem-solving and decision-making skills.
- Excellent organizational and time management skills.
- High level of integrity and professionalism.
Owner and managing director job description example 1
JPMorgan Chase & Co. owner and managing director job description
The Workforce Planning Product Owner is a senior executive role responsible for leading a team of professionals using the agile methodology to deliver an integrated or standalone set of technology and services to manage customer facing staffing and performance activities for ~68k employees in the contact centers, back office, & branches. As the Product Owner your primary responsibility will be to proactively set the strategic direction for your Product through the collaboration with business partners in the design and execution of a product roadmap. The individual must be able to manage multiple stakeholder groups, prioritize deliverables and navigate a matrixed organization. You should understand and quantify the business value of the book of work and use critical thinking to make data-informed decisions for your Product. Your mission is to maximize the value of the Product and work of your aligned Product and agile teams. You will drive an agile organization and are empowered to change the direction and scope of the roadmap as needed. This position reports to the Head of CCB Workforce Planning.
This position involves developing and managing a complete set of advanced technology platforms and tools used to manage the large and complex planning ecosystem across Consumer and Community Banking (CCB). CCB is organized into Consumer and Business Banking (including Consumer Banking, JP Morgan Wealth Mgmt, and Business Banking), Home Lending (including Home Lending Production, Home Lending Servicing, and Real Estate Portfolios and Card & Auto. CCB has ~130k employees with ~68k frontline employees serving our customers each day in the branches, call centers and back office. There are over 4,800 bank branches with ~36k employees supporting 250mm+ teller and banker platform transactions each year. CCB Operations supports over 380mm+ specialist handled phone calls and 42mm back office cases across 450+ queues.
The mission of the Workforce Planning team is to ensure we have the right people, in the right place, at the right time to serve our customers. This position involves developing and managing a complete set of advanced technology platforms and tools used to manage the large and complex planning ecosystem across Consumer and Community Banking (CCB). In addition, the Product is creating a technology infrastructure and data science platform to support data acquisition, automation, analytics and modeling used to manage CCB Workforce Planning activities supporting 68k employees.
Business Outcomes
* Deployment of modernized workforce management tools to provide best in class capabilities (including mobile functionality) to improve the employee and customer experience
* Manage workforce activities to improve staff utilization leading to increase operating efficiencies and business resiliency
* Create and deploy a modernized cloud-based data and analytics platform that can be used for advanced forecasting, simulation, optimization, automation, and data visualization capabilities.
* Develop and execute a Workforce Planning data strategy aligned to the CCB Operations target state
* Improve planning precision, eliminate manual work and reduce cycle times
* Workforce application modernization & reduction (data center migration)
* Deploy new Branch planning & staffing capabilities to support Branch transformation
* Implement technology tools to drive real time decisioning capabilities to improve staffing utilization, process automation and monitoring
Responsibilities:
* In partnership with the General Manager, own the product strategy, roadmap prioritization, and product backlog
* Lead a team of ~ 90 employees in partnership with technology to utilize the agile methodology to execute the product roadmap to deliver a high-quality product
* Maximize the value of the product (~$30mm total cost of ownership) and the work of the cross-functional delivery team
* Engage with cross-functional partners across the organization to lead, align, influence, and maintain productive partnerships throughout the lifecycle and to deliver on the product vision
* Partner with the business teams across Chase to analyze and ideate employee, customer experience and efficiency opportunities
* Using an entrepreneurial mindset, maximize product value delivered through backlog creation, management, and prioritization of epics and user stories
* Be a lead voice in senior leadership forums to provide clear updates, drive strategic decisions and alignment, and champion the value proposition of the work being done
* Track and monitor performance, understand insights from analytics, and leverage to continually improve not only product but processes to deliver quality work
Qualifications:
* Bachelor's degree is required, preferred experience in business / workforce planning, technology platforms, or business analytics. Financial Services experience is a plus.
* Demonstrated management, leadership, and client experience skills across a large company with matrixed organizational structure
* Proven experience leading multi-disciplinary teams and project execution in a fast-paced agile development environment
* Demonstrated ability to make strategic decisions, take accountability for those decisions and drive transformational change to drive the right employee and customer outcomes
* Demonstrated understanding of business value drivers, project execution and aligning teams to achieve business objectives
* Strong strategic thinking, communication, presentation and writing skills
* Excellent communicator with ability to interact with senior leaders, key stakeholders, employees, and third-party vendors
Minimum of 10 years management/supervisory experience working in a dynamic product or service environment
This position involves developing and managing a complete set of advanced technology platforms and tools used to manage the large and complex planning ecosystem across Consumer and Community Banking (CCB). CCB is organized into Consumer and Business Banking (including Consumer Banking, JP Morgan Wealth Mgmt, and Business Banking), Home Lending (including Home Lending Production, Home Lending Servicing, and Real Estate Portfolios and Card & Auto. CCB has ~130k employees with ~68k frontline employees serving our customers each day in the branches, call centers and back office. There are over 4,800 bank branches with ~36k employees supporting 250mm+ teller and banker platform transactions each year. CCB Operations supports over 380mm+ specialist handled phone calls and 42mm back office cases across 450+ queues.
The mission of the Workforce Planning team is to ensure we have the right people, in the right place, at the right time to serve our customers. This position involves developing and managing a complete set of advanced technology platforms and tools used to manage the large and complex planning ecosystem across Consumer and Community Banking (CCB). In addition, the Product is creating a technology infrastructure and data science platform to support data acquisition, automation, analytics and modeling used to manage CCB Workforce Planning activities supporting 68k employees.
Business Outcomes
* Deployment of modernized workforce management tools to provide best in class capabilities (including mobile functionality) to improve the employee and customer experience
* Manage workforce activities to improve staff utilization leading to increase operating efficiencies and business resiliency
* Create and deploy a modernized cloud-based data and analytics platform that can be used for advanced forecasting, simulation, optimization, automation, and data visualization capabilities.
* Develop and execute a Workforce Planning data strategy aligned to the CCB Operations target state
* Improve planning precision, eliminate manual work and reduce cycle times
* Workforce application modernization & reduction (data center migration)
* Deploy new Branch planning & staffing capabilities to support Branch transformation
* Implement technology tools to drive real time decisioning capabilities to improve staffing utilization, process automation and monitoring
Responsibilities:
* In partnership with the General Manager, own the product strategy, roadmap prioritization, and product backlog
* Lead a team of ~ 90 employees in partnership with technology to utilize the agile methodology to execute the product roadmap to deliver a high-quality product
* Maximize the value of the product (~$30mm total cost of ownership) and the work of the cross-functional delivery team
* Engage with cross-functional partners across the organization to lead, align, influence, and maintain productive partnerships throughout the lifecycle and to deliver on the product vision
* Partner with the business teams across Chase to analyze and ideate employee, customer experience and efficiency opportunities
* Using an entrepreneurial mindset, maximize product value delivered through backlog creation, management, and prioritization of epics and user stories
* Be a lead voice in senior leadership forums to provide clear updates, drive strategic decisions and alignment, and champion the value proposition of the work being done
* Track and monitor performance, understand insights from analytics, and leverage to continually improve not only product but processes to deliver quality work
Qualifications:
* Bachelor's degree is required, preferred experience in business / workforce planning, technology platforms, or business analytics. Financial Services experience is a plus.
* Demonstrated management, leadership, and client experience skills across a large company with matrixed organizational structure
* Proven experience leading multi-disciplinary teams and project execution in a fast-paced agile development environment
* Demonstrated ability to make strategic decisions, take accountability for those decisions and drive transformational change to drive the right employee and customer outcomes
* Demonstrated understanding of business value drivers, project execution and aligning teams to achieve business objectives
* Strong strategic thinking, communication, presentation and writing skills
* Excellent communicator with ability to interact with senior leaders, key stakeholders, employees, and third-party vendors
Minimum of 10 years management/supervisory experience working in a dynamic product or service environment
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Owner and managing director job description example 2
USAA owner and managing director job description
Purpose of Job
About USAA
USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.
USAA Bank Marketing team is a growth engine for the bank, with a laser focus on our mission. We are looking for a Director of Campaign Management who will share our passion to serve those who have served.
This position is a leadership role that will oversee a team focused primarily on direct mail and email channels, driving bank marketing campaign execution with a focus on quality, speed to market, and a lens toward compliance and risk management. This individual will have expertise in email and direct mail, with an understanding of Marketing Operations to continually focus on process improvement, challenge the status quo and partner with MarTech, Enterprise Marketing Operations, Bank and other teams within USAA as new technology is deployed.
The individual in this role advises marketing plans to support company and enterprise marketing and sales goals. Plans and advises efforts in the areas of campaign planning, campaign execution, research, promotion and communication, analysis, distribution channels, data base marketing systems, and budget. Continually evaluates and adjusts marketing and communication strategy to meet changing market/competitive conditions and member needs. Responsible for cost effective expenditures to achieve goals. Work involves broad latitude for decision-making and review of actions through goal attainment. Provides input to product development, marketing, sales, service and operations regarding attainment of business goals and objectives. Responsible for hiring, developing, and evaluating personnel.
Job Requirements
USAA values a culture that is highly collaborative, and we have found that a hybrid work type helps employees gain the best of both worlds - collaborating in-person in the office and working from home. The actual onsite days are settled between each employee and the employee's manager. Candidates are expected to live a commutable distance from one of our offices in San Antonio, TX, Plano, TX, Phoenix, AZ, Tampa, FL, Chesapeake, VA, Colorado Springs, CO or Charlotte, NC. [This position also has the option to be remote.]
Job Responsibilities:
* Ability to use extensive practical and industry knowledge within a marketing field and to integrate critical information from many diverse areas.
* Applies and/or develops sophisticated marketing concepts.
* Provides input to senior managers in developing and establishing marketing policies.
* Provides general direction to and review of marketing programs and staff.
* Develops organizational policies and authorizes implementation of same.
* Responsible for work prioritization important to the overall success of all aspects and phases of the organization, the execution of which may involve in the complexities of day today operational problems.
* Ensures that overall budget schedules and performance standards are realistically set and attained.
* Directs the planning, execution, and analysis of company marketing program to include the creation, coordination and implementation of distribution schedules across multiple channels (direct mail, email, interactive, etc).
* Develops strategic and operational marketing plans for product offerings and member programs.
* Partners with Client Management, Integrated Marketing and creative agencies to develop market goals and objectives and to create/implement marketing plans and strategies to achieve goals.
* Responsible for achieving market performance goals.
* Monitors, evaluates and adjusts company specific marketing plans to meet market performance measures.
* Reports campaign results to senior management.
* Participates in the development of new products and services, new marketing strategies and new channels of distribution to ensure products meet the needs of members.
* Creates and allocates budgets to support the various marketing plans.
* Responsible for cost effective expenditures.
* Responsible for providing systems support for the marketing function.
* Provides mentorship to system users groups and application design teams.
* Approves system modification work orders and recommends priorities.
Minimum Requirements:
* Bachelor's Degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
* 8 or more years of experience in working in marketing field, to include 4 or more years experience in direct supervisory experience or leading marketing efforts of the highest complexity.
* 4 or more years of leadership or management experience.
* Demonstrated experience influencing business decisions.
* Demonstrates leadership in managing teams, large scale projects and people (coaching, performance management and employee development), influencing business strategies and solutions, and applying innovative approaches to address business problems and solutions.
* Demonstrated comprehensive understanding of the business operations and scientific/quantitative analytics.
* Strong knowledge of MS Office. Excellent communication and presentation skills.
* Demonstrated ability to lead and facilitate cross functional teams, sell ideas and obtain Senior Management endorsement, and deliver results.
Preferred Experience:
* 10+ years of large bank experience with credit and lending products
* Expert knowledge of Direct Mail and Email channels along with marketing processes and capabilities in support of the channels
* Expert understanding of Marketing Operations specifically related to complex offers and campaigns
* Strong understanding of laws and regulations related to the banking/finance sector
* Analytical thinking ability that can be translated to drive strategic decision-making
* Strong ability to build relationships, influence and coach across all levels of the organization, and without having direct authority
* Demonstrated people leadership excellence
* Strong communication skills, verbal and written
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.
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 position. The salary range for this position is: $117,600 - 211,700.
Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.
Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.
Shift premium will be addressed on an individual basis for applicable roles that are consistently scheduled for non-core hours.
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.
To see details on our outstanding benefits, visit USAA Total Rewards.
Relocation assistance is available for this position.
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.
About USAA
USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.
USAA Bank Marketing team is a growth engine for the bank, with a laser focus on our mission. We are looking for a Director of Campaign Management who will share our passion to serve those who have served.
This position is a leadership role that will oversee a team focused primarily on direct mail and email channels, driving bank marketing campaign execution with a focus on quality, speed to market, and a lens toward compliance and risk management. This individual will have expertise in email and direct mail, with an understanding of Marketing Operations to continually focus on process improvement, challenge the status quo and partner with MarTech, Enterprise Marketing Operations, Bank and other teams within USAA as new technology is deployed.
The individual in this role advises marketing plans to support company and enterprise marketing and sales goals. Plans and advises efforts in the areas of campaign planning, campaign execution, research, promotion and communication, analysis, distribution channels, data base marketing systems, and budget. Continually evaluates and adjusts marketing and communication strategy to meet changing market/competitive conditions and member needs. Responsible for cost effective expenditures to achieve goals. Work involves broad latitude for decision-making and review of actions through goal attainment. Provides input to product development, marketing, sales, service and operations regarding attainment of business goals and objectives. Responsible for hiring, developing, and evaluating personnel.
Job Requirements
USAA values a culture that is highly collaborative, and we have found that a hybrid work type helps employees gain the best of both worlds - collaborating in-person in the office and working from home. The actual onsite days are settled between each employee and the employee's manager. Candidates are expected to live a commutable distance from one of our offices in San Antonio, TX, Plano, TX, Phoenix, AZ, Tampa, FL, Chesapeake, VA, Colorado Springs, CO or Charlotte, NC. [This position also has the option to be remote.]
Job Responsibilities:
* Ability to use extensive practical and industry knowledge within a marketing field and to integrate critical information from many diverse areas.
* Applies and/or develops sophisticated marketing concepts.
* Provides input to senior managers in developing and establishing marketing policies.
* Provides general direction to and review of marketing programs and staff.
* Develops organizational policies and authorizes implementation of same.
* Responsible for work prioritization important to the overall success of all aspects and phases of the organization, the execution of which may involve in the complexities of day today operational problems.
* Ensures that overall budget schedules and performance standards are realistically set and attained.
* Directs the planning, execution, and analysis of company marketing program to include the creation, coordination and implementation of distribution schedules across multiple channels (direct mail, email, interactive, etc).
* Develops strategic and operational marketing plans for product offerings and member programs.
* Partners with Client Management, Integrated Marketing and creative agencies to develop market goals and objectives and to create/implement marketing plans and strategies to achieve goals.
* Responsible for achieving market performance goals.
* Monitors, evaluates and adjusts company specific marketing plans to meet market performance measures.
* Reports campaign results to senior management.
* Participates in the development of new products and services, new marketing strategies and new channels of distribution to ensure products meet the needs of members.
* Creates and allocates budgets to support the various marketing plans.
* Responsible for cost effective expenditures.
* Responsible for providing systems support for the marketing function.
* Provides mentorship to system users groups and application design teams.
* Approves system modification work orders and recommends priorities.
Minimum Requirements:
* Bachelor's Degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
* 8 or more years of experience in working in marketing field, to include 4 or more years experience in direct supervisory experience or leading marketing efforts of the highest complexity.
* 4 or more years of leadership or management experience.
* Demonstrated experience influencing business decisions.
* Demonstrates leadership in managing teams, large scale projects and people (coaching, performance management and employee development), influencing business strategies and solutions, and applying innovative approaches to address business problems and solutions.
* Demonstrated comprehensive understanding of the business operations and scientific/quantitative analytics.
* Strong knowledge of MS Office. Excellent communication and presentation skills.
* Demonstrated ability to lead and facilitate cross functional teams, sell ideas and obtain Senior Management endorsement, and deliver results.
Preferred Experience:
* 10+ years of large bank experience with credit and lending products
* Expert knowledge of Direct Mail and Email channels along with marketing processes and capabilities in support of the channels
* Expert understanding of Marketing Operations specifically related to complex offers and campaigns
* Strong understanding of laws and regulations related to the banking/finance sector
* Analytical thinking ability that can be translated to drive strategic decision-making
* Strong ability to build relationships, influence and coach across all levels of the organization, and without having direct authority
* Demonstrated people leadership excellence
* Strong communication skills, verbal and written
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.
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 position. The salary range for this position is: $117,600 - 211,700.
Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.
Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.
Shift premium will be addressed on an individual basis for applicable roles that are consistently scheduled for non-core hours.
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.
To see details on our outstanding benefits, visit USAA Total Rewards.
Relocation assistance is available for this position.
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.
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Updated March 14, 2024
Updated March 14, 2024