Senior Commercial Planning & Initiatives Associate — Payments - Senior Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Base salary + commission

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in New York seeks a Senior Commercial Planning & Initiatives Associate within Merchant Services (Payments).

You will build materials that translate leadership priorities into measurable plans and executive-ready narratives, interacting with Product, Strategy, Finance, Sales & Relationship Management to deliver results. The role focuses on developing scalable reporting, KPI frameworks, and tools to accelerate decision-making and pipeline visibility, while coordinating

Qualifications

• 3+ years of experience or equivalent in commercial strategy, business management, planning, analytics, or related roles.
• Demonstrated ability to produce executive-level reporting and insights with data validation and clear recommendations.
• Strong track record partnering with senior stakeholders and managing competing priorities.

Responsibilities

• Own the commercial planning cadence (annual/quarterly planning, goals, performance rhythms) and executive-ready narratives for leadership review.
• Build and maintain scalable reporting showing pipeline health, conversion, velocity, and segment performance with consistent data definitions.
• Develop tools and scorecards to enable leadership decisions and commercial execution in collaboration with Analytics/Technology.
• Lead high-priority strategic initiatives from scoping to execution tracking and impact measurement.
• Translate ambiguous priorities into structured workstreams with clear objectives, milestones, and risks.
• Create executive communications and materials (leadership decks, QBR content, deep dives) for senior audiences.
• Coordinate across stakeholders to align on outcomes and deliver against commercial objectives.

Skills

Executive reporting

Stakeholder partnering

Cross-functional leadership

Excel & PowerPoint

Structured storytelling

Tools

Excel

PowerPoint

Job description

Drive commercial outcomes through structured planning, actionable insights, and disciplined follow-through. In this role, you will support senior commercial leadership by building the reporting and tooling that clarify performance, strengthen pipeline visibility, and accelerate decision-making—while leading priority initiatives across Merchant Services.

As a Senior Commercial Planning & Initiatives Associate within Merchant Services (Payments), you will build materials that directly interact with senior stakeholders across Merchant Services and cross-functional teams such as Product, Strategy, Finance, Sales & Relationship Management to translate leadership priorities into measurable plans, high-quality executive materials, and delivered results.

Job Responsibilities

• Own the commercial planning cadence (e.g., annual/quarterly planning, goal setting, performance rhythms), including KPI frameworks and executive-ready narratives for Merchant Services leadership and senior stakeholder review.
• Build and maintain scalable commercial reporting that provides clear visibility into pipeline health, conversion, velocity, segment performance, and client activity; ensure consistent definitions and data quality.
• Develop and evolve tools and scorecards that enable leadership decisions and commercial execution (dashboards, standardized performance packs, self-serve views, automated trackers), partnering with Analytics/Technology as needed.
• Lead high-priority strategic initiatives for Merchant Services leadership and senior stakeholders, from scoping and alignment through execution tracking and impact measurement.
• Translate ambiguous priorities into structured workstreams—clarifying objectives, success metrics, milestones, dependencies, and risks/issues; provide concise updates and recommendations.
• Create executive communications and materials (leadership decks, QBR content, segment deep dives, performance narratives) tailored to senior audiences.
• Coordinate across stakeholders in Merchant Services and broader Payments to align on outcomes, remove friction, and deliver against commercial objectives (including engagement with control partners where relevant).

Required Qualifications, Capabilities, and Skills

• 3+ years of experience or equivalent expertise in commercial strategy, business management, planning, analytics, sales effectiveness, project/program management, or technology-adjacent roles.
• Demonstrated ability to produce executive-level reporting and insights (metric definition, data validation, storytelling, and decision-focused recommendations).
• Strong track record partnering with senior stakeholders; high judgment, discretion, and ability to manage competing priorities.
• Ability to structure and drive cross-functional initiatives without direct authority.
• Advanced proficiency in Microsoft Excel and PowerPoint (and strong Word skills).

Preferred Qualifications, Capabilities, and Skills

• Experience owning commercial scorecards / dashboards / performance packs and improving adoption through simple, repeatable outputs.
• Familiarity with pipeline measurement and management concepts (stages, conversion, cycle time, prioritization, coverage attribution considerations).
• Experience supporting strategic planning in Payments / Merchant Services or coverage-led commercial environments.
• Comfort working across multiple data sources; ability to reconcile and explain variances and drive to a single set of definitions.
• Strong written communication: ability to craft crisp narratives (what happened, why, so what, now what).

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

A part of the Commercial & Investment Bank, J.P. Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money, and assets. The team of experts tackles complex challenges at every stage of the payment lifecycle. And their industry-leading solutions facilitate seamless transactions across borders, industries, and platforms.

Operating in over 160 countries and handling more than 120 currencies, J.P. Morgan Payments business is the largest processor of USD payments, with a daily transaction volume of $10 trillion.

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