Strategic Finance & Business Manager – Private Banking

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ, invites you to join the Finance & Business Management Associate program within the US Private Bank Client Service organization.

You will act as a trusted advisor, shape strategy, deliver executive reporting, and coordinate initiatives with cross-functional teams. You’ll analyze performance, manage risks and controls, and present data-driven insights to senior leaders to influence decisions and drive growth while strengthening client service and operational

Qualifications

• 4+ years of relevant experience in wealth management or asset management, or in a consulting, project management, or business management capacity.
• Exceptional written and verbal communication skills, with the ability to draft clear, concise, professional documents and communicate across seniority levels.
• Ability to excel in a fast-paced, dynamic environment, managing and prioritizing multiple competing tasks under pressure and deadlines.
• Strong analytical, conceptual, and creative thinking skills, with the ability to develop business insights and hypotheses.
• Proficiency in PowerPoint and Excel.
• Superior judgment and discretion when handling confidential and sensitive information.

Responsibilities

• Advise the US Client Service Head and leadership team across strategy, controls, people, and performance
• Lead the development, implementation, and tracking of strategic objectives and key results across the region, ensuring alignment with priorities
• Promote optimization of operating models, collaborating with cross-functional teams across Finance, Technology, Operations, Controls, Legal, Risk, Compliance, HR, and Audit
• Oversee business change management, process improvement, and transformation initiatives, including digital platform enhancements, location strategy, and productivity optimization
• Identify, elevate, and mitigate business risks, ensuring robust governance and operational resiliency
• Present complex data and business narratives to senior leadership, providing clear insights and recommendations on financial and operational trends
• Deliver executive management reporting, including presentations, value-added analysis, communications, and business reviews for senior stakeholders
• Represent the business in internal and external working groups, ensuring effective communication and alignment across the organization
• Maintain business hygiene through compliance, training, access management, and resiliency planning
• Support control initiatives impacting the business, partnering with Business Process and Controls, Compliance, Legal, and Control Managers
• Collaborate with counterparts in other regions on global initiatives and best practices

Skills

Communication

Analytical thinking

Stakeholder management

Tools

PowerPoint

Excel

Job description

JPMorgan Chase & Co. in Tempe, AZ, invites you to join the Finance & Business Management Associate program within the US Private Bank Client Service organization.

You will act as a trusted advisor, shape strategy, deliver executive reporting, and coordinate initiatives with cross-functional teams. You’ll analyze performance, manage risks and controls, and present data-driven insights to senior leaders to influence decisions and drive growth while strengthening client service and operational