Apply Now    

Wealth Management - Business Finance Manager– Private Banking – South Region - Vice President

Req #: 180022859
Location: Chicago, IL, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 5000 US Dollar (USD)
JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families in 36 countries around the world. The Private Bank delivers highly customized and tailored solutions to help clients with the many complexities they face by leveraging the entire commercial and investment banking capabilities of the firm. The Private Bank addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, capital raising, and specialty wealth advisory services.
The Business Finance Manager (“BFM”) will be based in Dallas, with responsibility to broadly support the regional agenda and the markets.  This role will report directly to the USPB South Regional CFO with (dotted line accountability to the Regional and Market leadership).  The BFM will provide business management oversight including financial, information, and sales management. This role involves frequent interaction with management and front office advisors in a fast-paced team environment, as well as accountability for broader regional projects. 
Strategic Planning
  • Partner with regional CFO and Market Manager(s) to develop strategic market plans
  • Develop and present strategic insights about the market
  • Align market goals and objectives to US-wide priorities and initiatives
  • Act as thought partner to Market Managers on key business decisions

Financial, Information and Sales Management:

  • Manage financial planning and forecasting processes and monitor performance against plan
  • Conduct analyses to understand business drivers and identify opportunities to improve results
  • Enable management by providing timely, accurate information on business performance and profitability
  • Partner with regional CFO to prepare for business reviews with senior management
  • Drive disciplined expense management
  • Research and resolve data issues
  • Work with Market Managers to assess talent, using a metrics-driven approach
  • Develop and maintain robust sales management processes for Market Manager
  • Drive ongoing enhancements and modifications to internal sales management processes
  • Bachelor’s degree in Business Administration with a preferred concentration in finance or accounting
  • Experience using Microsoft Office (including Excel formulas & pivot tables, Access tables, Powerpoint)
  • Strong analytical and project management skills
  • Excellent interpersonal and communication skills
  • Proactive, strategic thinker
  • Strong attention to detail
  • Capable of exercising forceful yet sensible leadership; willing to make tough/unpopular decisions
  • Able to work in a dual reporting matrix environment
  • Client focused with a tenacity to resolve issues and conflicts
  • High energy and enthusiasm required to partner with multiple stakeholders
  • Willingness to travel
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.