15 days old

Wealth Management - Private Bank - Business Finance Manager - Associate

JPMorgan Chase & Co.
Plano, TX 75074
  • Job Code

Wealth Management - Private Bank - Business Finance Manager - Associate

Req #: 190086342
Location: Plano, TX, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)
JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world’s most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recently recognized by Euromoney as the #1 Private Bank for Ultra High Net Worth and High Net Worth clients globally. We have more than 2,500 client advisors in 125 offices in 16 countries and 25 states.


The Business Finance Manager (“BFM”) will be based in Plano, TX with responsibility to broadly support the regional agenda and local markets. The role will work closely with the local team in Plano as well as the regional and local market teams across the Americas (LatAm PB & USPB). The BFM will provide business management oversight including financial, information, and sales management. This role involves frequent interaction with management (Market Managers) and front office advisors (Bankers, Investors, etc.) in a fast-paced team environment, as well as accountability for broader regional projects. 

Strategic Planning
• Partner with regional CFO and Market Manager(s) to develop strategic market plans
• Develop and present strategic insights about the market
• Align market goals and objectives to US-wide priorities and initiatives
• Act as thought partner to Market Managers on key business decisions

Financial, Information and Sales Management
• Conduct analyses to understand business drivers and identify opportunities to improve results
• Enable management by providing timely, accurate information on business performance and profitability
• Partner with regional CFO to prepare for business reviews with senior management
• Participate in the month-end close process with the broader WM finance team
• Drive disciplined expense management
• Research and resolve data issues
• Work with Market Managers to assess talent, using a metrics-driven approach
• Develop and maintain robust sales management processes for Market Manager
• Drive ongoing enhancements and modifications to internal sales management processes
• Bachelor’s degree in Business Administration with a preferred concentration in finance, accounting or engineering
• Experience using Microsoft Office (including Excel formulas & pivot tables, Access tables, PowerPoint)
• Exceptional analytical and project management skills with a focus on attention to detail
• Proactive, strategic thinker with excellent communication skills
• Capable of exercising leadership; willing to make challenging decisions
• Able to work in a dual reporting matrix environment
• Client focused with a tenacity to resolve issues and conflicts
• High energy and enthusiasm required to partner with multiple stakeholders
• Willingness to travel (limited)

Keyword: consumer%20banking


Posted: 2019-11-26 Expires: 2019-12-26

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Wealth Management - Private Bank - Business Finance Manager - Associate

JPMorgan Chase & Co.
Plano, TX 75074

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast