Senior Associate, Business Manager - Shared Services

JPMorgan Chase; Chicago (IL); On-site; USD 85,500 - 125,000; Full time

Job summary

JPMorgan Chase in Chicago seeks a Senior Associate, Business Manager for Shared Services to provide strategic financial storytelling and executive-ready insights. You will partner with Onboarding, Service and Finance teams to present projections, trends, and outcomes to senior management.

The role emphasizes data-driven storytelling, cross-functional collaboration, and rapid, accurate reporting to support growth and client onboarding effectiveness.

Qualifications

• Requires storytelling and context setting across client onboarding and service finance.
• Ability to prepare executive presentations with projections and performance trends.
• Demonstrates strong collaboration with multiple levels of stakeholders.
• Proficient in Excel functions, automation and visualization.

Responsibilities

• Partner with Onboarding & Service and Finance teams to prepare executive presentations with projections and trends.
• Design management for reporting packages to communicate results clearly.
• Coordinate operations and deliverables with business managers, finance, and senior stakeholders.
• Analyze complex data sets, track KPI trends, and generate actionable insights.
• Budget and forecast headcount and expenses for the function.

Skills

Storytelling with data

Project management

Stakeholder collaboration

Analytical thinking

Attention to detail

Tools

PowerPoint

PitchPro

Excel

Job description

The Client Onboarding & Service Finance & Business Management team is seeking a professional to support Shared Services, who has a penchant for story‑telling with financial data and a desire to be strategic and operates with a sense of urgency.

As a Senior Associate, Business Manager - Shared Services in our Client Onboarding & Service Finance & Business Management team, you will have a high impact, large remit opportunity to ensure that senior management across the Global Bank have visibility into major Client Onboarding & Service initiatives, metrics, financials, and insights. Our goal is to support business growth while playing a key role in client retention through their onboarding and servicing experience.

Job responsibilities

• Partner with Client Onboarding & Service and Finance & Business Management to understand the business and their key objectives to be able to prepare executive presentations - ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
• Design management for reporting packages to communicate business results in a transparent and concise manner
• Coordinate operations & deliverables with other business managers, finance, project managers, and senior stakeholders across the firm
• Analyze complex data sets, assess KPI trends, and create impactful insights using statistical analysis tools to assist in strategy development
• Partner with Client Onboarding & Service and Finance & Business Management team to budget and forecast headcount and expense

Required qualifications, capabilities and skills

• At least 5 years of experience in Client Onboarding & Service, project management, or finance in roles that required an advanced skillset in storytelling and context setting
• Ability to work collaboratively; develop dynamic partnership with multiple levels of stakeholders and integrate with the business
• Advanced presentation skills (PowerPoint and/or PitchPro) with an expectation to repurpose standard content, as well as design & build - accounts for ~50% of role
• Intermediate Excel Skills - Proficiency in using more complex functions with an instinct for automation and visualization
• Ability to interpret and present complex data with an advanced attention to detail and in an engaging manner
• Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
• Excellent problem solving, resourcefulness and critical thinking skills
• Naturally curious, with a desire to use data to promote efficiency or improve outcomes
• Operate with a sense of urgency and know how to prioritize accordingly

Preferred qualifications, capabilities and skills

• Experience in Process and/or Continuous Improvement
• Cross-Functional Leadership - Demonstrated ability to lead and collaborate effectively across diverse teams and departments
• Dynamic Stakeholder Management - Proven expertise in building and maintaining relationships with key stakeholders, ensuring alignment and effective communication to support strategic goals and project success

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Chicago, IL $85,500.00 - $125,000.00 / year; Plano, TX $85,500.00 - $125,000.00 / year