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JPMorganChase

Finance & Business Management - Vice President

Posted An Hour Ago
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Hybrid
Plano, TX
Senior level
Hybrid
Plano, TX
Senior level
Leads finance and business management for a client onboarding and KYC quality-control organization. Responsibilities include strategy execution, transformation initiatives, budgeting, forecasting, cost modeling, investment governance, metrics and dashboards, data analysis, executive reporting, stakeholder coordination, and operational governance. The role requires strong financial acumen, advanced data literacy, communication skills, and experience leading operations transformation in financial services or adjacent industries.
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As a Vice President, Business Manager in the Commercial & Investment Bank Finance & Business Management team, you will support the Client Onboarding & Documentation organization, and specifically the Head of Controls and Head of the Reviewer team, which is responsible for Quality Control for the Wholesale Know Your Customer utility.

We are seeking a strategic, analytical, and execution-oriented candidate to join our Business Management team. This high-impact role partners with leaders across CIB Operations, Digital & Platform Services, Finance, Controls, and Data & Analytics to drive transformation initiatives, shape product and operations strategy, and convert data into actionable insights for senior stakeholders. The position blends portfolio management, operating model design, and hands-on delivery to enable effective end-to-end execution and support the business in achieving measurable outcomes and operational excellence.


Job Responsibilities

  • Partner with senior leaders to define objectives, targets, and metrics; translate strategy into actionable roadmaps and measurable outcomes 
  • Lead or support operations product and transformation initiatives, including process re-engineering, digitization, AI/automation use cases, and location/real-estate planning, from problem framing through benefits realization 
  • Own headcount and expense forecasting in partnership with Finance; support annual budgeting and monthly/quarterly business reviews 
  • Manage allocations and activity-based costing; support cost-to-serve modeling and benchmarking to inform pricing and investment priorities 
  • Develop rigorous business cases and investment memos, including problem statements, options analysis, financial models, risks/assumptions, and success metrics, as well run the investment governance process: intake, prioritization, approvals, and benefits tracking 
  • Build and evolve operational and product metrics frameworks; design executive dashboards and management reporting that connect Key Performance Indicators to strategy 
  • Analyze large, complex data sets to identify performance trends and root causes; turn insights into concise executive narratives and recommendations 
  • Prepare and deliver materials for senior forums (town halls, Business Reviews, QBRs), helping the business “tell the story” with clarity and impact 
  • Coordinate deliverables across business managers, finance, technology, and operations; drive cross-functional decisioning and issue resolution 
  • Manage business hygiene and governance (training, access recertifications, resiliency planning, expense approvals); support people agenda initiatives and organizational communications 


Required qualifications, capabilities and skills

  • 6+ years of progressive experience in financial services or adjacent industries in roles such as business management, operations/product management, strategy/consulting, or transformation 
  • Demonstrated experience leading operations product or transformation efforts (e.g., process redesign, digitization, analytics/AI enablement) with measurable outcomes 
  • Proven ability to craft investment-grade business cases and executive-ready materials; strong financial acumen in budgeting, forecasting, allocations, and cost modeling
  • Advanced data literacy: ability to structure analysis, interpret complex data, and translate insights into decisions; comfort partnering with data & analytics teams 
  • Exceptional communication and storytelling skills—able to distill complexity into compelling narratives for senior audiences 
  • Strong stakeholder management and collaboration skills across multiple levels and functions; ability to influence without direct authority 
  • Highly organized, self-motivated, and adept at managing multiple priorities in a fast-paced environment 
  • Excellent PowerPoint and Excel skills 

Preferred qualifications, capabilities and skills

  • Bachelor’s degree 
  • Experience with dashboarding/Business Intelligence tools 
  • Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications
  • Strong judgment in applying AI—knowing when to use AI vs. manual analysis, and validating outputs for accuracy, completeness, tone, and audience fit

About Us
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

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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