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JPMorganChase

KYC Operations Business Manager - Vice President

Reposted Yesterday
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Hybrid
Fort Worth, TX
Senior level
Hybrid
Fort Worth, TX
Senior level
The role involves managing budgeting, forecasting, and data analysis for KYC Operations, ensuring effective execution and communication with senior management.
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Job Description
Join the Commercial & Investment Bank (CIB) Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Wholesale KYC Operations (WKO) team with Client Onboarding & Documentation (CO&D). This high-impact leadership role ensures senior management across the CIB has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.
As a Business Manager Vice President in the CIB F&BM team, you will partner closely with senior Operations leaders and key partners across CIB Finance, Business Management, and Data & Analytics teams to enable effective end-to-end execution. Your role involves budgeting, forecasting, executive presentations, and impactful data analysis to support WKO strategy.
Job Responsibilities:
  • Partner with WKO and CIB F&BM team to budget and forecast headcount and direct expenses.
  • Participate in activity-based costing to allocate expenses across products and LOBs.
  • Prepare executive presentations, packaging projections and performance trends into cohesive stories.
  • Design management reporting packages to communicate business results transparently.
  • Coordinate deliverables with business managers, finance, project managers, and other F&BM teams.
  • Analyze large data sets to create impactful analysis for WLS strategy development.
  • Create executive-level presentations using PitchPro+.
  • Communicate directly with senior stakeholders, demonstrating strong professional presence.
  • Collaborate with peers across business and staff areas to achieve goals.
  • Influence colleagues at all levels in the business.
  • Develop strong, positive relationships with business stakeholders.

Required Qualifications, Capabilities, and Skills:
  • College degree.
  • Minimum of 5 years of relevant experience in banking or Financial Services.
  • Strong presentation skills and ability to tell the story on initiatives.
  • Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
  • Strong oral and written communication skills.
  • Ability to handle multiple priorities and produce successful results in a fast-paced environment.
  • Ability to interpret and present complex data.
  • Mature, independent, highly organized, self-motivated, and a team player.
  • Strong PowerPoint and Excel skills required.

Preferred Qualifications, Capabilities, and Skills:
  • Ability to achieve goals without direct control over all resources.

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 Team
J.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.

Top Skills

Excel
Pitchpro+
PowerPoint

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