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Senior Management Consultant jobs at Wells Fargo - 29 jobs

  • Asset Management - Fund Controller Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210680408 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $113,000.00-$160,000.00; Jersey City,NJ $113,000.00-$160,000.00 As a Fund Controller Asset Management Client Service division the Product Administration Team and has responsibility for supporting the overall management and oversight of a group of Funds including US Mutual Funds, ETFs, and Collective Investment Funds in addition to Canadian products including ETFs. As an Asset Management - Fund Controller - Associate you will support the Production Administration leadership team in executing management and oversight responsibilities for the Funds. You will consider the market, regulatory, and business environment that they operate within the space. As a Fund Controller Associate you will participate in and support new fund development and implementation efforts as well as other product related initiatives as they arise. Job responsibilities * Execute risk focused oversight model that address all aspects of Fund Operations including: daily/monthly net asset values, distributions, expenses, implementation of accounting policies, issue identification, management and resolution * Evaluate all aspects of proposals (e.g., prospectus language, trading/operational model, distributions, expense structure, etc.) to identify solutions to launch/modify the product * Implement the appropriate risk-focused oversight controls * Review and approve Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors; and, executing disclosure control procedures in support of Audit Committee clearance meetings, principal financial/executive officer certifications, etc * Review and provide input to all Fund-related regulatory filings (e.g., N-1A), participate in efforts to respond to regulatory requests and inquiries related to the Funds * Lead and participate in various Fund related initiatives * Develop materials to summarize oversight results to Funds' governing bodies Required qualifications, capabilities and skills * 3+ years' experience in the investment management industry * Technical and business knowledge of various Fund structures (e.g., mutual collective investment and ETFs) and activities from an investment, operational, regulatory, accounting and financial reporting perspective * Knowledge and experience across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products) * Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications * Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team * Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format * Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes
    $113k-160k yearly Auto-Apply 60d+ ago
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  • Corporate Third Party Oversight, Risk Management - Outsourcing Risk & Resiliency Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210676207 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $85,500.00-$135,000.00 Bring your expertise to JPMorgan Chase, a global leader in financial services dedicated to innovation, integrity, and positive impact. Join our Corporate Third Party Oversight (CTPO) Risk Management team and help shape the future of third-party risk management. Be at the forefront of global initiatives that advance regulatory compliance and reduce risk to the firm, its clients and customers. Collaborate with diverse stakeholders and drive meaningful change across our global organization, unlocking your potential in a dynamic and impactful environment. As a Senior Associate in the Corporate Third Party Oversight Risk Management team, you will play an important role in maintaining and enhancing the Third Party Risk & Resiliency frameworks managed by CTPO. You will participate in meetings with internal stakeholders and governance or compliance teams and collaborate with resiliency and technology partners. In this role, you will also provide updates to Operational Risk leadership, lead and support regulatory assessments relevant to the CTPO Program, and deliver high-quality solutions while fostering collaboration across functions. Your contributions will be essential to maintaining our commitment to excellence and compliance. Job Responsibilities: * Serve as a subject matter expert for the Third Party Risk and Resiliency program and framework. * Collaborate with key program stakeholders (e.g., Cybersecurity, Resiliency, Control Managers, CTPO Leadership, Supplier Oversight Services, Sourcing) to develop solutions for required changes to the Outsourcing Risk and Resiliency programs. * Monitor, escalate, and resolve issues, while tracking project risks and concerns to ensure timely resolution. * Prepare presentations to communicate Third Party Risk & Resiliency framework changes to governance bodies and forums. * Educate internal stakeholders and share best practices with peers and colleagues. * Identify opportunities for process improvements within CTPO Risk Management to increase efficiency, transparency, and effectiveness. Required qualifications, capabilities and skills * Strong leadership skills, sense of ownership, attention to detail, and commitment to quality. * 3+ years of experience in audit, compliance, oversight & controls, Third Party Risk Management, Resiliency. * Ability to thrive in a fast-paced and dynamic environment with constant change. * Well-organized, independent self-starter with strong prioritization skills and the ability to escalate appropriately. * Advanced proficiency in MS Excel, Access, PowerPoint, Word, and SharePoint. Preferred qualifications, capabilities and skills * Knowledge and experience with third party oversight, inter-affiliate arrangements, technology, risk, legal, compliance, procurement, or other related control functions * Operational risk experience
    $85.5k-135k yearly Auto-Apply 15d ago
  • Vendor Management Analyst II - Collections Litigation

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210682754 JobSchedule: Full time JobShift: Day : Elevate your career with us as a Vendor Management Analyst, where your efforts will shape the future of Chase Card Recovery. Join a dynamic team that values integrity, respect, and innovation, offering you opportunities for growth and development. Job Summary: As a Vendor Management Analyst within our Chase Card Recovery team, you will play a crucial role in managing vendor relationships and ensuring operational excellence. You will collaborate with internal and external partners to drive strategic changes and improve performance metrics. Your work will directly impact our customer experience and risk management outcomes. In this role, you will design and implement tools and procedures to track and measure key performance indicators. You will also conduct on-site reviews of law firms and provide meaningful feedback to stakeholders. Your contributions will help us maintain a strong control environment and achieve our business goals. Job Responsibilities: * Monitor day-to-day business results for assigned vendors. * Demonstrate exceptional judgment and communication skills. * Lead compliance-related audit activities. * Manage projects to meet critical deadlines. * Own the vendor communication process. * Consult with business partners to establish clear requirements. * Identify emerging trends and propose solutions. * Establish and maintain partnerships with external groups. * Travel for on-site reviews approximately 10%-20% of the time. Required Qualifications, Capabilities, and Skills: * Three years of business operations experience in Collection Litigations. * Outstanding written and verbal communication skills. * Strong task and priority management skills. * Ability to drive issue resolution in a fast-paced environment. * Analytic mindset with clear and persuasive presentation skills. * Detail-oriented with excellent time management skills. * Experience in analyzing and improving business processes. * Ability to monitor and analyze vendor performance data. * Bachelor's Degree or equivalent work experience. Preferred Qualifications, Capabilities, and Skills: * Programming skills/aptitude is desirable. Additional Information: * This role requires working in the office five days a week. * Relocation assistance is not available for the role. * Role is not eligible for H1B or immigration sponsorship. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
    $74k-100k yearly est. Auto-Apply 33d ago
  • Finance & Business Management - Associate - Home Lending Production Operations

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    As an Associate of Finance & Business Management in Home Lending Operations, you will work closely with a team of peer analysts and associates who prepare monthly reporting and build budget forecasts. Finance and Business Management (F&BM) manages headcount capacity planning, annual expense budgeting, investment analysis, strategic projects, and finance reporting directly to operations leaders. Home Lending Operations is currently focused on technology initiatives that will increase efficiency, and you will help track and manage the implementation of these projects. Your reporting will support both Consumer and Correspondent Home Lending Production business, which includes all the operational functions required for Chase to provide home loans to customers and purchase loans from Correspondent clients. **Job Responsibilities** + Prepare headcount and expense forecasts for a department in Home Lending Operations, including monthly updates to finance and capacity plans + Prepare capacity plans: track productivity drivers in operations functions, calculate required headcount based on forecasted loan volumes, attend meetings with department leaders to understand these drivers and plan for headcount changes + Provide variance analysis in monthly financial reporting - explaining why actual expenses and headcount vary from budget forecast + Vendor (third party) expenses: load vendor expenses to budget, prepare monthly reporting, track invoices, and process monthly expense accruals for the business + Collaborate effectively with team members and present to team leaders (Vice President, Executive Director) and Ops department leaders + Ability to contribute to projects from leadership, participate effectively in meetings with peer associates, and respond quickly to feedback/assignments + Support business cases (NPV, IRR, Capex Analysis) to understand the trade-offs between different investment opportunities + Leverage AI/LLM (Large Language Models, similar to ChatGPT) in your daily tasks **Required Qualifications** + Bachelor's degree in Business, Accounting, Finance, Economics, or other related area + 2+ years of experience in Financial Analysis, Accounting, Business Reporting, or Related Field + Intermediate to Advanced Excel skills (advanced formulas) + Dashboard and data visualization skills (Microsoft Power BI, Tableau, Thoughtspot) + Intermediate skill with Enterprise Financial Software and Finance Excel Retrieves (e.g. Dodeca Essbase) + Ability to prepare professional finance PowerPoint presentations for monthly finance reviews + Intermediate MS Office Proficiency - Outlook, Word, OneNote, PowerPoint **Preferred Qualifications** + Experience in Corporate FPA (Financial Planning and Analysis) + Experience presenting to business leaders + Excel Macros and VBA Literacy + Ability to build Alteryx workflows to synthesize and prepare large data sets for analysis 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
    $66k-89k yearly est. 47d ago
  • Finance & Business Management - Associate - Home Lending Operations

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    As an Associate of Finance & Business Management in Home Lending Operations, you will work closely with a team of peer analysts and associates who prepare monthly reporting and build budget forecasts. Finance and Business Management (F&BM) manages headcount capacity planning, annual expense budgeting, investment analysis, strategic projects, and finance reporting directly to operations leaders. Home Lending Operations is currently focused on technology initiatives that will increase efficiency, and you will help track and manage the implementation of these projects. Your reporting will support both Consumer and Correspondent Home Lending Production business, which includes all the operational functions required for Chase to provide home loans to customers and purchase loans from Correspondent clients. Job Responsibilities Prepare headcount and expense forecasts for a department in Home Lending Operations, including monthly updates to finance and capacity plans Prepare capacity plans: track productivity drivers in operations functions, calculate required headcount based on forecasted loan volumes, attend meetings with department leaders to understand these drivers and plan for headcount changes Provide variance analysis in monthly financial reporting - explaining why actual expenses and headcount vary from budget forecast Vendor (third party) expenses: load vendor expenses to budget, prepare monthly reporting, track invoices, and process monthly expense accruals for the business Collaborate effectively with team members and present to team leaders (Vice President, Executive Director) and Ops department leaders Ability to contribute to projects from leadership, participate effectively in meetings with peer associates, and respond quickly to feedback/assignments Support business cases (NPV, IRR, Capex Analysis) to understand the trade-offs between different investment opportunities Leverage AI/LLM (Large Language Models, similar to ChatGPT) in your daily tasks Required Qualifications Bachelor's degree in Business, Accounting, Finance, Economics, or other related area 2+ years of experience in Financial Analysis, Accounting, Business Reporting, or Related Field Intermediate to Advanced Excel skills (advanced formulas) Dashboard and data visualization skills (Microsoft Power BI, Tableau, Thoughtspot) Intermediate skill with Enterprise Financial Software and Finance Excel Retrieves (e.g. Dodeca Essbase) Ability to prepare professional finance PowerPoint presentations for monthly finance reviews Intermediate MS Office Proficiency - Outlook, Word, OneNote, PowerPoint Preferred Qualifications Experience in Corporate FPA (Financial Planning and Analysis) Experience presenting to business leaders Excel Macros and VBA Literacy Ability to build Alteryx workflows to synthesize and prepare large data sets for analysis
    $66k-89k yearly est. Auto-Apply 48d ago
  • Finance & Business Management - Associate - Home Lending Operations

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    As an Associate of Finance & Business Management in Home Lending Operations, you will work closely with a team of peer analysts and associates who prepare monthly reporting and build budget forecasts. Finance and Business Management (F&BM) manages headcount capacity planning, annual expense budgeting, investment analysis, strategic projects, and finance reporting directly to operations leaders. Home Lending Operations is currently focused on technology initiatives that will increase efficiency, and you will help track and manage the implementation of these projects. Your reporting will support both Consumer and Correspondent Home Lending Production business, which includes all the operational functions required for Chase to provide home loans to customers and purchase loans from Correspondent clients. **Job Responsibilities** + Prepare headcount and expense forecasts for a department in Home Lending Operations, including monthly updates to finance and capacity plans + Prepare capacity plans: track productivity drivers in operations functions, calculate required headcount based on forecasted loan volumes, attend meetings with department leaders to understand these drivers and plan for headcount changes + Provide variance analysis in monthly financial reporting - explaining why actual expenses and headcount vary from budget forecast + Vendor (third party) expenses: load vendor expenses to budget, prepare monthly reporting, track invoices, and process monthly expense accruals for the business + Collaborate effectively with team members and present to team leaders (Vice President, Executive Director) and Ops department leaders + Ability to contribute to projects from leadership, participate effectively in meetings with peer associates, and respond quickly to feedback/assignments + Support business cases (NPV, IRR, Capex Analysis) to understand the trade-offs between different investment opportunities + Leverage AI/LLM (Large Language Models, similar to ChatGPT) in your daily tasks **Required Qualifications** + Bachelor's degree in Business, Accounting, Finance, Economics, or other related area + 2+ years of experience in Financial Analysis, Accounting, Business Reporting, or Related Field + Intermediate to Advanced Excel skills (advanced formulas) + Dashboard and data visualization skills (Microsoft Power BI, Tableau, Thoughtspot) + Intermediate skill with Enterprise Financial Software and Finance Excel Retrieves (e.g. Dodeca Essbase) + Ability to prepare professional finance PowerPoint presentations for monthly finance reviews + Intermediate MS Office Proficiency - Outlook, Word, OneNote, PowerPoint **Preferred Qualifications** + Experience in Corporate FPA (Financial Planning and Analysis) + Experience presenting to business leaders + Excel Macros and VBA Literacy + Ability to build Alteryx workflows to synthesize and prepare large data sets for analysis 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
    $66k-89k yearly est. 47d ago
  • J.P. Morgan Wealth Management - Program Project Manager - Columbus, OH

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization. **Job Responsibilities** + Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program + Organize and execute operational process changes, including annual reviews and change management + Ensure compliance with change management processes and firm guidelines + Evaluate data needs and technology opportunities to create effective management information systems + Develop and communicate program updates to internal forums, business partners, and senior management + Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives + Support compliance testing, audits, and risk assessments for the E-Comm Review Program + Coordinate recruiting, onboarding, and staffing for program capacity projections + Lead new hire training and ongoing development for E-Comm Review Program employees and partners + Partner with Technology to communicate business needs and track project progress + Define project objectives, success metrics, and oversee execution of deliverables **Required Qualifications, Capabilities, and Skills** + 7 years of experience in the securities or investment industry + Strong technical acumen and understanding of the technology development lifecycle + Proven project management experience, including leading teams through full project lifecycles + In-depth analytical skills and ability to make data-driven decisions + Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income) + Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC) + Excellent communication skills, both oral and written + Ability to manage multiple projects of varying size and complexity + Demonstrated initiative and achievement of challenging goals + Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint + Bachelor's degree or significant equivalent experience in a related securities industry position **Preferred Qualifications, Capabilities, and Skills** + Experience with Agile and/or Jira + Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau) + Business and technology consulting experience + Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license) + Experience in process design, technology development, and business readiness + Experience influencing and aligning cross-functional stakeholders + Openness to developmental feedback and a collaborative work environment 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
    $85k-105k yearly est. 34d ago
  • J.P. Morgan Wealth Management - Program Project Manager - Columbus, OH

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization. Job Responsibilities Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program Organize and execute operational process changes, including annual reviews and change management Ensure compliance with change management processes and firm guidelines Evaluate data needs and technology opportunities to create effective management information systems Develop and communicate program updates to internal forums, business partners, and senior management Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives Support compliance testing, audits, and risk assessments for the E-Comm Review Program Coordinate recruiting, onboarding, and staffing for program capacity projections Lead new hire training and ongoing development for E-Comm Review Program employees and partners Partner with Technology to communicate business needs and track project progress Define project objectives, success metrics, and oversee execution of deliverables Required Qualifications, Capabilities, and Skills 7 years of experience in the securities or investment industry Strong technical acumen and understanding of the technology development lifecycle Proven project management experience, including leading teams through full project lifecycles In-depth analytical skills and ability to make data-driven decisions Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income) Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC) Excellent communication skills, both oral and written Ability to manage multiple projects of varying size and complexity Demonstrated initiative and achievement of challenging goals Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint Bachelor's degree or significant equivalent experience in a related securities industry position Preferred Qualifications, Capabilities, and Skills Experience with Agile and/or Jira Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau) Business and technology consulting experience Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license) Experience in process design, technology development, and business readiness Experience influencing and aligning cross-functional stakeholders Openness to developmental feedback and a collaborative work environment
    $85k-105k yearly est. Auto-Apply 36d ago
  • Process Improvement Associate II - Transformation Consultant

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210694894 JobSchedule: Full time JobShift: Day : Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of JPMorgan Chase's commitment to operational excellence. The team partners with strategic and functional leaders to improve and enhance core components of our business, from designing innovative, streamlined ways of working to piloting cutting-edge AI solutions. Our mission is to optimize end-to-end processes, elevate the customer experience, and foster a vibrant culture of continuous improvement. We are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Process Improvement Associate II - Transformation Consultant at JPMorgan Chase, you will serve as a strategic partner in transforming organizational strategy and operating models across the firm. Leveraging your expertise in business transformation, data analytics, and artificial intelligence, you will drive innovative solutions that enhance operational efficiency, reduce risk, and deliver sustainable value. Additionally, you will collaborate with senior leaders to understand and optimize processes, enhancing operational efficiency. Your work will require initiative and judgment to resolve challenges and propose strategic improvements. You will analyze data, craft compelling narratives, and work with diverse teams to achieve common goals. Your ability to work with diverse teams, manage conflicts, and delegate tasks effectively will be crucial in this role. Your innovative thinking will challenge the status quo and influence change, while your understanding of artificial intelligence foundations will be instrumental in optimizing the performance of AI systems. Job responsibilities * Break down complex problems using hypothesis-driven thinking and analysis to develop insights and actionable recommendations. * Deliver compelling presentations to senior executives and key stakeholders, focusing on actionable insights and strategic value. Proactively address questions and concerns, establishing yourself as a trusted advisor and thought partner. * Collaborate with project teams to conduct stakeholder interviews, develop frameworks, and generate insights that inform process optimization, organizational transformation, and functional strategy development efforts. * Informally develop team members by serving as a mentor and inspiring a culture of continuous learning; this may include managing analysts and interns. * Analyze and map key business processes, identifying inefficiencies and areas for improvement using advanced data analytics and statistical inference techniques. * Develop and implement process improvement initiatives, prioritizing simplification, automation, and the integration of digital tools to enhance operational efficiency and effectiveness. * Collaborate with cross-functional teams to ensure alignment of process improvement initiatives with organizational goals, Champion a culture of innovation, agility, and continuous improvement across the organization. * Utilize storytelling skills to effectively communicate complex process improvement concepts and data to diverse audiences, fostering understanding and retention of the core message. * Take ownership and accountability of assigned workstreams, managing all aspects from planning to execution, and ensuring delivery of high-quality outcomes within established timelines. Required qualifications, capabilities, and skills * 3+ years in management consulting or process improvement professional environment with a proven track record of developing and implementing strategic business recommendations that deliver measurable results. * Proven ability to apply advanced analytical and problem-solving skills to address complex operational issues along with strong client management and executive-level communication skills. * Demonstrated proficiency in data analytics, with experience in interpreting models and diagrams to communicate data requirements and assets. * Experience in team building, with a focus on constructing diverse teams with varied experiences, skills, and backgrounds. * Proficiency in using digital process tools and AI systems to optimize operational efficiency and service delivery. * Experienced in creating presentations, both written and verbal, tailored for senior audiences. * Preferred qualifications, capabilities, and skills * Financial services background. * Experience supporting or leading change management initiatives, including process redesign and organizational transformation. * Foster cross-functional collaboration to identify and implement process improvement opportunities across departments. * Leverage digital proficiency to adopt and manage digital tools that support process improvement initiatives. * Implement automation to streamline workflows and reduce manual effort, increasing overall productivity. * Use agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.
    $70k-92k yearly est. Auto-Apply 16d ago
  • Manager, Project Management - Network Innovation Engagement Manager

    Capital One 4.7company rating

    Columbus, OH jobs

    Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work. As a Manager Project Manager at Capital One, you will drive strategy and execute on high priority projects for the company. You will work with smart and passionate people to deliver results that have a direct impact on the company's bottom line. You will take on important and exciting responsibility from day one, working with key stakeholders across the company. You will be challenged to excel and lead alongside the brightest talent in the industry and be rewarded for your achievements. **About the role:** **The Network Innovation Team is seeking an Innovation Engagement Manager to uncover problems and opportunities worthy of exploration, evaluate potential implications, develop hypothesis, structure experiments to validate/invalidate hypothesis, execute the full innovation process, and support stakeholders as they ingest the insights and learnings from generated evidence.** **The successful candidate is responsible for innovation engagements from inception to execution to implementation. They manage ALL aspects of the engagement over its entire life including: the initiation, design and development of plan, identification and management of stakeholders, execution, controls, implementation, and communications. The Engagement Manager assembles and leads the engagement team - usually consisting of internal and external parties - to ensure engagements are completed on time, within budgets, and produce the learnings required to evaluate the engagement hypothesis. This role also actively manages and escalates risk and customer-impacting issues within day-to-day management.** **General Responsibilities** **:** + Leading moderate to large complex projects and programs by providing strategic direction to projects, peers, and direct reports. + Designing, developing, and managing project plans in a complex dynamic environment, revising needs to meet changing requirements + Ensuring projects are being documented appropriately to mitigate risk and to be delivered on time. + Leveraging problem solving and influencing skills to ensure project plans deliver on intent + Partnering cross-functionally with project customers to provide strategic and tactical thought partnership to effectively drive project delivery + Building relationships and collaborating with key stakeholders to ensure delivery of commitments + Exhibit outstanding influencing skills to effectively drive project / program efforts + Demonstrate a proven track record of excellent project management, bringing the ability to quickly put structure in place to manage work in a dynamic complex environment. + Display a passion for coaching and developing a team of associates through their leadership style + Have excellent communication and partnership skills which are essential for interacting and communicating with key stakeholders at all levels across the company to manage, inform and influence outcomes **Basic Qualifications:** + Bachelor's Degree or Military experience + At least 7 Years of Project Management experience + At least 1 Year of People Management experience **Preferred Qualifications:** + Masters / MBA degree + 8+ years of Project Management experience + 3+ years of People Management experience + PMP, Lean, Agile or Six Sigma certification At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Columbus, OH: $138,100 - $157,700 for Manager, Project Management Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $138.1k-157.7k yearly 50d ago
  • Business Analysis Manager Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210684792 JobSchedule: Full time JobShift: Day : Step into a pivotal role where your expertise in business analysis will directly shape the future of Business Banking. Join a dynamic team that values innovation, collaboration, and leadership, empowering you to drive impactful solutions for both our customers and the business. You'll be at the forefront of bridging business and technology, transforming challenges into opportunities and making a real difference every day. As the functional leader, your insights and guidance will influence key decisions and foster a culture of excellence across our organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! As the Business Analysis Manager Vice President within Business Banking, you will research and promote solutions impacting customers both directly and indirectly. You will partner with business and technology teams to overcome challenges and recognize opportunities, translating insights into positive outcomes for the business and customers. You will work across functional teams to promote resolutions, optimize existing processes, and identify new opportunities for improvement. This role requires bridging business and technology, effectively communicating to both areas succinctly and accurately. As the functional leader of the support environment, you will be the primary contact for related issues and ongoing programs. You will offer clear guidance and feedback to colleagues while promoting the values, culture, and brand of Business Banking. Your expertise in business analysis will shape the future of Business Banking, promoting impactful solutions for customers and the business. You will be at the forefront of bridging business and technology, transforming challenges into opportunities. Your insights and guidance will influence key decisions and foster a culture of excellence across the organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! Job responsibilities * Lead the team that researches and provides approval for Business Banking lending and deposit fee refunds and waivers. Support the National Sales Team by reviewing pricing adjustments. Requests may may come directly from Sales staff including Market and Division leaders * Provide metrics and insight into trends and partner with Product Teams and Stakeholders to make improvements in both the support process experience and products and services the firm provides to customers * Track and follow up on escalated requests, prioritize issues and drive resolution * Engage the sales team by responding to questions and research requests on supported requests * Maintain process documentation and ensure information is current and accurate * Engage with Business Banking Chief Administrative Office and Business Practices Oversight strategic priorities and drive measurable progress towards them including enhancing National Sales Support, develop and strengthen key partnerships across Business Banking, and leading from the front to drive efficiency, productivity, and control sustainability Required qualifications, capabilities and skills * Outstanding organizational skills and the ability to deal successfully with complex issues, multiple priorities and short deadlines * Strong analytical and problem-solving skills * Positive attitude with the ability to build and foster relationships with internal partners and team members * Expert verbal and written communications skills. Ability to listen effectively and credibly present ideas * Flexible, with ability to work under minimum direction and use independent judgment in decision-making * Good interpersonal skills that allow the individual to effectively interact with all levels of management * Experience partnering across multiple lines of business and/or organizations Preferred qualifications, capabilities and skills * Experience with Business Banking lending and deposit products * Proficiency in Business Central (Salesforce), Customer Assist (CA), Vendor Loan Systems (VLS) * 7+ years Financial Services industry experience w/ Consumer, Business or Commercial banking * Bachelor's degree in Business, Finance, or Systems; or equivalent work/training
    $97k-117k yearly est. Auto-Apply 6d ago
  • Business Analysis Manager Vice President

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Step into a pivotal role where your expertise in business analysis will directly shape the future of Business Banking. Join a dynamic team that values innovation, collaboration, and leadership, empowering you to drive impactful solutions for both our customers and the business. You'll be at the forefront of bridging business and technology, transforming challenges into opportunities and making a real difference every day. As the functional leader, your insights and guidance will influence key decisions and foster a culture of excellence across our organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! As the Business Analysis Manager Vice President within Business Banking, you will research and promote solutions impacting customers both directly and indirectly. You will partner with business and technology teams to overcome challenges and recognize opportunities, translating insights into positive outcomes for the business and customers. You will work across functional teams to promote resolutions, optimize existing processes, and identify new opportunities for improvement. This role requires bridging business and technology, effectively communicating to both areas succinctly and accurately. As the functional leader of the support environment, you will be the primary contact for related issues and ongoing programs. You will offer clear guidance and feedback to colleagues while promoting the values, culture, and brand of Business Banking. Your expertise in business analysis will shape the future of Business Banking, promoting impactful solutions for customers and the business. You will be at the forefront of bridging business and technology, transforming challenges into opportunities. Your insights and guidance will influence key decisions and foster a culture of excellence across the organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! Job responsibilities Lead the team that researches and provides approval for Business Banking lending and deposit fee refunds and waivers. Support the National Sales Team by reviewing pricing adjustments. Requests may may come directly from Sales staff including Market and Division leaders Provide metrics and insight into trends and partner with Product Teams and Stakeholders to make improvements in both the support process experience and products and services the firm provides to customers Track and follow up on escalated requests, prioritize issues and drive resolution Engage the sales team by responding to questions and research requests on supported requests Maintain process documentation and ensure information is current and accurate Engage with Business Banking Chief Administrative Office and Business Practices Oversight strategic priorities and drive measurable progress towards them including enhancing National Sales Support, develop and strengthen key partnerships across Business Banking, and leading from the front to drive efficiency, productivity, and control sustainability Required qualifications, capabilities and skills Outstanding organizational skills and the ability to deal successfully with complex issues, multiple priorities and short deadlines Strong analytical and problem-solving skills Positive attitude with the ability to build and foster relationships with internal partners and team members Expert verbal and written communications skills. Ability to listen effectively and credibly present ideas Flexible, with ability to work under minimum direction and use independent judgment in decision-making Good interpersonal skills that allow the individual to effectively interact with all levels of management Experience partnering across multiple lines of business and/or organizations Preferred qualifications, capabilities and skills Experience with Business Banking lending and deposit products Proficiency in Business Central (Salesforce), Customer Assist (CA), Vendor Loan Systems (VLS) 7+ years Financial Services industry experience w/ Consumer, Business or Commercial banking Bachelor's degree in Business, Finance, or Systems; or equivalent work/training
    $97k-117k yearly est. Auto-Apply 6d ago
  • Business Analysis Manager Vice President

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Step into a pivotal role where your expertise in business analysis will directly shape the future of Business Banking. Join a dynamic team that values innovation, collaboration, and leadership, empowering you to drive impactful solutions for both our customers and the business. You'll be at the forefront of bridging business and technology, transforming challenges into opportunities and making a real difference every day. As the functional leader, your insights and guidance will influence key decisions and foster a culture of excellence across our organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! As the Business Analysis Manager Vice President within Business Banking, you will research and promote solutions impacting customers both directly and indirectly. You will partner with business and technology teams to overcome challenges and recognize opportunities, translating insights into positive outcomes for the business and customers. You will work across functional teams to promote resolutions, optimize existing processes, and identify new opportunities for improvement. This role requires bridging business and technology, effectively communicating to both areas succinctly and accurately. As the functional leader of the support environment, you will be the primary contact for related issues and ongoing programs. You will offer clear guidance and feedback to colleagues while promoting the values, culture, and brand of Business Banking. Your expertise in business analysis will shape the future of Business Banking, promoting impactful solutions for customers and the business. You will be at the forefront of bridging business and technology, transforming challenges into opportunities. Your insights and guidance will influence key decisions and foster a culture of excellence across the organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! Job responsibilities + Lead the team that researches and provides approval for Business Banking lending and deposit fee refunds and waivers. Support the National Sales Team by reviewing pricing adjustments. Requests may may come directly from Sales staff including Market and Division leaders + Provide metrics and insight into trends and partner with Product Teams and Stakeholders to make improvements in both the support process experience and products and services the firm provides to customers + Track and follow up on escalated requests, prioritize issues and drive resolution + Engage the sales team by responding to questions and research requests on supported requests + Maintain process documentation and ensure information is current and accurate + Engage with Business Banking Chief Administrative Office and Business Practices Oversight strategic priorities and drive measurable progress towards them including enhancing National Sales Support, develop and strengthen key partnerships across Business Banking, and leading from the front to drive efficiency, productivity, and control sustainability Required qualifications, capabilities and skills + Outstanding organizational skills and the ability to deal successfully with complex issues, multiple priorities and short deadlines + Strong analytical and problem-solving skills + Positive attitude with the ability to build and foster relationships with internal partners and team members + Expert verbal and written communications skills. Ability to listen effectively and credibly present ideas + Flexible, with ability to work under minimum direction and use independent judgment in decision-making + Good interpersonal skills that allow the individual to effectively interact with all levels of management + Experience partnering across multiple lines of business and/or organizations Preferred qualifications, capabilities and skills + Experience with Business Banking lending and deposit products + Proficiency in Business Central (Salesforce), Customer Assist (CA), Vendor Loan Systems (VLS) + 7+ years Financial Services industry experience w/ Consumer, Business or Commercial banking + Bachelor's degree in Business, Finance, or Systems; or equivalent work/training 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
    $97k-117k yearly est. 60d+ ago
  • Senior Commercial Card Consultant - Payment Services (Merchant & Institutional)

    Us Bank 4.6company rating

    Columbus, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description SUMMARY The Senior Commercial Card Consultant plays a critical role in evaluating client/prospect commercial card programs, identifying opportunities for improvement, and delivering actionable insights. This position requires strong analytical skills, relationship-building capabilities, and a deep understanding of transactional data to support strategic recommendations. RESPONSIBILITIES * Assessment of Client Commercial Card Programs: Conduct comprehensive evaluations of client card offerings to identify strengths, gaps, and areas for optimization. Provide tailored recommendations to enhance program performance and client satisfaction. * Provide Strategic Guidance: Deliver consultative support to clients, leveraging data-driven insights and industry best practices to improve program effectiveness, efficiency and profitability. * Analyze Transactional Data: Review and interpret transactional data to uncover spend trends, usage patterns, and actionable insights that inform strategic decisions and client recommendations. * Develop Internal Relationships: Build and maintain strong partnerships with internal stakeholders, including Bankers, Sales teams, Relationship Managers, and Partners-to promote awareness of available resources and ensure alignment on client objectives. * Stay Current on Industry Trends: Monitor developments in payment solutions, card programs, and regulatory changes to ensure recommendations remain relevant and competitive. BASIC QUALIFICATIONS * Ten or more years of applicable experience. * Bachelor's degree in Business, Finance or Accounting (or equivalent experience). * Ability to travel up to 30%. PREFERRED SKILLS/EXPERIENCE * 7 or more years of experience in commercial card programs, payment solutions, virtual payments, treasury and accounts payable operations. * Strong analytical and problem-solving skills with proficiency in data manipulation and interpretation. * Excellent communication (written and verbal) as well as relationship-building abilities. This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $132.3k-155.6k yearly 32d ago
  • Managing Consultant - Consumer Analytics & Advisory

    Keybank 4.4company rating

    Brooklyn, OH jobs

    This leader will be part of the Consumer Analytics & Advisory (CAA) team, primarily responsible for either leading a project team of analysts as an engagement manager or serving as high level individual contributor for a project that leverages a deep data-driven expertise to drive solutions. This role must establish priorities for the project team, assign and define the work to the right resources within the team, and understand the strengths and opportunities of the team to ensure the group meets and exceeds expectations. May be responsible for leading multiple projects simultaneously, including organizational initiatives. Responsibilities Lead a team of consultants and analysts for both development and execution of strategic initiatives across the Consumer Bank Provide solutions based on “connecting the dots” leveraging business insights to align, develop, and build holistic strategies and solutions that align with LOB priorities and consider knowledge of cross-LOB interdependencies Translate data into clear narratives, recommendations, and presentations to Executive & LOB Management teams which include actionable recommendations that improve the business Provide thought leadership within and beyond engagement teams Collaborate with other analytics teams across the Consumer Bank to leverage expertise on LOB strategies, decision sciences, and analytics data assets Promote the benefits of quantitative techniques and analysis Challenge the thought process and statistical methods applied by the team and test the rigor of the work the team has done Identify the appropriate use of analytical techniques and deploy problem solving frameworks, even in areas with no prior experience Actively listen to stakeholders and know when to probe for further information Lead and participate in efforts to enrich the Consumer Bank's analytical capabilities Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree Finance, Business Analytics, Computer Science, Mathematics, or other analytically related discipline (required) Experience Qualifications A minimum of 5 years Analytical experience in consulting, business, or related field (required). A minimum of 3 years experience in financial services (preferred). A minimum of 3 years experience in leading teams to develop impactful business strategies based on analysis (preferred). Experience working with multiple consumer banking products (ex: deposits, credit cards, home loans, etc.) and multiple functional areas (ex: acquisitions, product strategy, customer management, etc.) (preferred) Experience translating complex data into clear narratives and presentations for senior level leaders (required) Demonstrated experience in test design (control groups, A/B/n, multivariate, etc.) (preferred) Experience leveraging digital analytics platform technologies such as Adobe Analytics (or related platform) (preferred) Familiarity SQL, R, or Python (preferred) Tactical Skills Excellent oral and written communication skills Detailed knowledge and expertise in Data Analytics software applications Advanced Microsoft Office Suite skills Experience in leading high-impact, cross-functional projects Experience in delivering Senior Management Level presentations Strong time-management and organizational skills Personal Skills Collaboration Critical Thinking Decision Making Problem Solving Resilience Practical Skills Analytical Thinking Business Acumen Data Analysis Oral & Written Communication Systems Thinking Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/28/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $112k-210k yearly Auto-Apply 3d ago
  • RPS High Value Business Card Consultant

    U.S. Bank 4.6company rating

    Remote

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionDevelops profitable business account relationships and increased profitability from existing and new accounts. Identifies business opportunities based on knowledge of clients, markets, products and services. Makes sales presentations to existing and/or prospective clients informing them of benefits of using the organization's products and services to meet their needs. Implements and maintains an effective referral network and call program to promote sales Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven to nine or more years of relevant work experience - Ability to travel (local and regional, some national) Preferred Skills/Experience- Prior business card field sales experience, targeting companies between $10-50MM in annual revenue- Well-developed sales and new business development skills, including the development of sales strategies and goals and closing skills - Thorough knowledge of unit payment products - Basic knowledge of the organization and its products, services and operations - Basic knowledge of product marketing, client service issues, and organization operations - Strong marketing, negotiation and decision-making skills - Strong organizational and problem-solving skills - Strong customer service/relation skills with ability to creatively resolve client concerns and issues - Excellent interpersonal, presentation, verbal and written communication skills - Good understanding of basic accounting principles related to financial transactions Location Expectations This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $98.2k-115.5k yearly Auto-Apply 11d ago
  • J. P. Morgan Wealth Management - Business Analysis Manager

    Jpmorgan Chase & Co 4.8company rating

    Westerville, OH jobs

    JobID: 210701682 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$150,000.00; Elgin,IL $104,500.00-$150,000.00 The Workforce Management Reporting team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes. As a Vice President, Business Analysis Manager within Workforce Management for J.P. Morgan's Wealth Management Business Development and Solutions, you will play a pivotal role in shaping and delivering reporting and insights that drive both Workforce Management and Operational excellence. You will collaborate closely with Workforce Management, Service Center leaders, functional support teams, and product teams to define and refine data, reporting, and insight requirements. Leveraging your expertise in Contact Center and Workforce Management reporting, along with your strengths in collaboration, communication, data storytelling, and presentation, you will translate complex data into actionable insights. If you are a creative thinker who is self-motivated, confident, and organized-and thrive on independently driving assignments aligned with our department's goals and the broader WFM Reporting roadmap-you may be the ideal addition to our team. Job responsibilities * Develop data repository complete with the appropriate data model, data structure, data hierarchy and enhanced summarization capabilities to align with corporate standards * Maintain all documentation on source of truth and core calculations for each of the WFM data elements and reports * Design reporting/visualizations that provide easy-to-navigate interfaces and clear data displays (Time period, charts, graphs, highlights, trends and patterns, etc.) * Embed comprehensive validation. quality controls and inspections to ensure reports are consistently providing accurate insights. This includes designing, updating and maintaining reports that meet the firm's audit control requirements * Partner with stakeholders to gather a holistic set of report requirements (data needs, design preferences, filters, refresh rate, etc.) * Act as data expert on all WFM reports and data elements across all core products (ie:Webstats/Genesys, Alvaria, Service Desktop, IVR, Call Miner, etc) * Build operating models and workflows to support optimum efficiency across internal processes; work closely with work stream owners to track and report progress of growth initiatives Required qualifications, capabilities, and skills * 5 years in WFM/Call Center reporting and analytics * 2 years with development of data warehouse/repository and managing large scale projects * High level of proficiency using Microsoft Office products such as Word and PowerPoint * Experience with SQL and writing database queries * Prior experience creating high quality presentations used for executive level management communication and data visualization with the ability to tell a compelling story using analytics (example presentation required during second interview round) * A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating ability to work in an unstructured, dynamic environment * Strong organizational skills and detail-orientation, comfort juggling a dynamic and complex piece of work; Ability to articulate complex data to non-data users in a way that would be easily understood Preferred qualifications, capabilities, and skills * Excellent end-to-end problem solving skills, including developing logical, actionable recommendations * Strong leadership and communication skills (both verbally and written) * Advanced analytic skills utilizing tools such as Tableau, Alteryx and Excel. * Experience with WFM systems; direct experience with Alvaria WFM system is a plus
    $104.5k-150k yearly Auto-Apply 7d ago
  • Senior Manager - Enterprise Data

    Keybank National Association 4.4company rating

    Brooklyn, OH jobs

    Step into a dynamic leadership role where you'll guide talented squads of delivery associates to implement innovative Data solutions for high-impact projects. You'll be at the forefront of large-scale modernization initiatives, helping the enterprise to transform legacy platforms by enabling Data solutions supporting those efforts. Your expertise will drive the scoping, design, staffing, and management of data initiatives-from sourcing fresh data inputs to integrating systems and curating analytic datasets. You'll lead a diverse, collaborative team of Scrum Masters, Project Managers, Data Analysts, ETL Developers, and Testers, working in geographically disbursed locations. While Cleveland is preferred, we're open to remote candidates who are ready to travel and make a difference! Key Responsibilities * Lead squads of delivery associates charged with implementing Data solutions in support of project-based initiatives. Team members include Scrum Masters\Project Managers, Data Analysts, ETL Developers, and Testers. Team size will range from 20-40, geographically disburse in US, Canada, and India. * Enable large-scale modernization projects targeted to pivot legacy platforms to modern platforms. In addition, support various projects to enable new capabilities via analytic data set curation. * Scope, design, staff, and manage data related work including but not limited to sourcing new data inputs, enabling system to system integrations, and curation of raw data into analytic data sets. * Financial management of project and cost center budgets. * Collaborate with internal partners, line of business representatives, and third-party vendors to design data solutions that will meet defined business requirements. Qualifications and Skills * Deep expertise in designing and delivering data solutions at enterprise scale. * Exceptional communication and collaboration skills to build relationships across disparate teams. * Proven management experience (5-10+ years). * Comfortable managing medium to large size teams who are distributed geographically across multiple time zones. * Preference for business acumen and experience working in Banking\Financial services. * Cloud experience is a plus. * Attract and develop internal and external talent. * Strong risk management experience to identify potential issues in project delivery. * Experience with GCP, Big Query, SQL, Ab Initio #LI-BS2 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. This position is eligible to earn a base salary in the range of $150,000.00 to $175,000.00 annually depending on job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/13/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $150k-175k yearly Auto-Apply 23d ago
  • Lead Business Risk and Controls Risk Advisor (Risk Analytics and Insights)

    Keybank 4.4company rating

    Brooklyn, OH jobs

    ABOUT THE JOB (JOB BRIEF) Assists Business Risk and Control supported line(s) of business with risk related reporting and analysis to support the identification, measurement, and management of risk; development and implementation of sustainable controls; and development or maintenance of effective risk management policies and programs, reporting, training and testing to fulfill strategic objectives while operating within defined risk appetite. Provides risk, control and compliance reporting, in conjunction with the second line of defense, including consideration of current and emerging risks impacting assigned line(s) of business; promotes accountability for the awareness and management of risk; and coordinates the management and escalation of issues. Engages and consults with corporate risk management partners across risk disciplines to develop and implement consistent risk management reporting standards and processes. Mentors more junior teammates. ESSENTIAL JOB FUNCTIONS Develop and maintain reporting processes for the Risk and Control Self-Assessment (RCSA) process, ensuring accuracy, timeliness, and alignment with risk frameworks. Analyze and interpret data to proactively identify trends, emerging risks, and potential issues or concerns. Draw actionable data insights to inform business decisions and enable strategic prioritization for various levels of leadership across the enterprise. Design and deliver impactful dashboards and visualizations primarily using Tableau, with growing use of Power BI. Create executive-level presentations and effectively communicate findings to senior leadership, both in written and verbal formats. Collaborate with stakeholders to understand reporting needs and tailor outputs to business objectives. Ensure data integrity and quality through validation, reconciliation, and adherence to governance standards. Drive continuous improvement in reporting processes and analytical capabilities. Assist in the development of quarterly risk profile(s) reporting, including collecting of information, drafting content, identifying key risk topics and points of interest, facilitating review by Business Risk and Control and corporate partners. Provide reporting that supports the development and implementation the risk and control self-assessments and related risk profiles, including risks, controls, testing, and risk metrics in accordance with corporate standards. Provide support to more junior employees to ensure accuracy and timeliness of reporting. Lead or support enterprise risk mitigation projects, business continuity and other incident response and security related activities. Lead reporting activities that enable quarterly assessments of testing, control effectiveness, residual risk, risk metrics and encourage proactive identification of weaknesses and/or control gaps, while providing sound recommendations to address control gaps. Validate, monitor, and provide reporting for findings, remediation plans, and exception requests, escalating risks and issues outside of risk appetite, as applicable. Assist with implementation of risk management policies, programs and procedures by participating in projects, reviewing documentation, and/or ensuring engagement of appropriate stakeholders to fully implement requirements. Support the management of internal audits and external exams. Participate in pre-regulatory exam preparation activities including collecting and tracking information requests and following up on post exam corrective actions to ensure effectively implemented prior to closure. Build and sustain positive working relationships with corporate risk management and line of business executives, managers and teams, while developing an understanding of the business and strategic objectives. EDUCATION Bachelor's Degree (preferred) OR equivalent experience (required) WORK EXPERIENCE Minimum 5 years of relevant experience (required) REQUIRED QUALIFICATIONS Risk Management - Knowledge of processes, tools, and reporting (Tableau/excel) for assessing and controlling an organization's exposure to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations. Effective Communications - Understanding of effective communication concepts, tools and reporting; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Business Process Design - Knowledge of business process design; ability to develop appropriate techniques to re-examine key processes and focus on optimizing organizational performance. Decision Making and Critical Thinking - Knowledge of the decision-making process and associated tools and reporting; ability to accurately analyze situations and reach productive decisions based on informed judgment. Cross-Team Integration - Understanding of the importance of inter-team collaboration in breaking down silos and achieving business results; ability to lead employees from various functions to communicate, coordinate work across divisions, and collaborate in solving problems as one team. Managing Multiple Priorities - Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Accuracy and Attention to Detail - Understanding the necessity and value of accuracy, especially related to reporting (Tableau/excel), data governance, and data quality; ability to complete tasks with high levels of precision. Internal Controls - Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls. Risk & Control Self-Assessment (RCSA) - Knowledge of risk and control self-assessment (RCSA); ability to develop, maintain, and enhance reporting to assess, clarify, and appraise significant risks inherent in investment activities as well as to ensure that internal controls, policies, and procedures are accurate and adequate. Audit and Compliance Function- Knowledge of major responsibilities and tasks of Audit and Compliance (A&C) function; ability to manage the operation of A&C function in various business environments. Regulatory Environment - Financial Services - Knowledge of regulatory environment; ability to help an organization comply with regulations at the federal, state and local level and follow the organization specific policies and guidelines, affecting business practices. Strategic Thinking - Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization. PREFERRED SKILLS AND QUALIFICATIONS Strong proficiency in Tableau and familiarity with Power BI; working knowledge of SQL for data extraction and manipulation is a plus. Ability to translate data into insights and communicate findings clearly. Comprehensive experience with risk management frameworks and RCSA processes; extensive experience highly preferred Experience with RSA Archer GRC or equivalent. CORE COMPETENCIES All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. PHYSICAL DEMANDS General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $80k-150k yearly Auto-Apply 3d ago
  • Project Consultant I - Practice Solutions

    Bank of America 4.7company rating

    Westerville, OH jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Responsibilities: Manages backlog of startup healthcare clients during the project phase of loan process Processes disbursements on behalf of clients Communicates frequently with internal/external partners and clients Identifies and delivers to client's needs through loan closing process Collects required documentation from client based on loan conditions Skills: Client Experience Branding Client Solutions Advisory Collaboration Customer and Client Focus Record Keeping Account Management Adaptability Required Qualifications: Proficient computer skills Strong decision-making skills and problem-solving skills Excellent verbal and written communication skills Strong customer service skills Desired Qualifications: Three or more years of previous real estate loan administration experience or real estate paralegal experience Ability to learn and adapt to ongoing changes and new technology platforms Experience in receiving and implementing performance feedback and coaching Self-motivated and results-oriented with excellent organizational skills Experience deepening relationships over the phone with clients Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $75k-105k yearly est. Auto-Apply 60d+ ago

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