CCB - JP Morgan Wealth Management - Technology Finance - Associate

JPMorgan Chase Bank, NA
Newark, DE
Aug 01, 2022
Aug 15, 2022
Full Time
CCB - JP Morgan Wealth Management - Technology Finance - Associate JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. The JP Morgan Wealth Management (JPMWM) business is part of Consumer and Community Banking. JPMWM is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management, JP Morgan Advisors and JP Morgan Self-Directed Investing, our digital investing platform. The combined franchise has ~$400 billion in Assets under Supervision and ~4,000 advisors who work out of 3,500 branches and 21 offices. The business is highly dynamic given the rapid evolution of customer behavior, presenting both challenges in how we evolve to meet customer needs as well as opportunities in how we serve our customers more efficiently and effectively. The Technology Finance Office reports to the JPMWM CFO and partners with the JPMWM leadership team to strategically grow our investments market share in the United States. The team's mandate includes strategic financial analysis, agile transformation, and business management supporting technology investments across JPM WM. Position Overview: We are seeking a strategic thinker to join a high-performing team that supports JPMWM's Chief Technology Officer and Chief Financial Officer. The role will collaborate with a matrixed team across the business, technology, and finance to move the organization to the target state. You will constantly need to have a comprehensive understanding of the business including overall vision and strategy, product roadmap and workstream deliverables, program metrics and financial reporting, resource planning, and others. The role will primarily be focused on managing financials around third party relationships from planning process to vendor engagement and ongoing management. An Associate in Tech Finance would be expected to: Work with tech partners to understand 3rd party resourcing needs Manage approval process for all 3rd party engagements Track and analyze financials around vendor and other 3rd party relationships Work closely with the VMO function to ensure all reporting needs and deliverables are met Produce and review monthly report with CTOs to update them on their financial status and help them request changes to CIO and Tech CFO Synthesize key takeaways from touchpoints with CTOs and translate into quantifiable impacts to financial forecast and annual budget Participate in collaborative initiatives with key stakeholders, looking for ways to continually simplify, improve, and add value to existing business processes Provide a high level of responsiveness to executive ad-hoc requests Preferred Experience: Bachelor's degree in Business, Finance, Economics, or other related area Prior experience in Business Management or Financial Analysis; preferably in Financial Services and/or Wealth Management Excellent PowerPoint and presentation skills Proven experience in deriving insights from data analytics (using Excel, SQL, or other data analysis tools) Flexible in his/her work style, strong interpersonal skills with the ability to build relationships across all levels and influence key stakeholders Self-motivated, innovative thinker with the ability to derive, formulate, and develop new concepts, processes and value-added activities. Ability to closely partner with stakeholders on projects Ability to multitask and work effectively under pressure Self-starter, high energy, and motivated to innovate the business Positive, team-oriented attitude High EQ with excellent communication skills with client focus Ability to productively work in a matrix management organization 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.Equal Opportunity Employer/Disability/Veterans

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