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CIB F&BM Business Management – Treasury Services Sales Business Manager - Associate

Req #: 170108189
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3500 US Dollar (USD)

J.P. Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves many of the worlds most prominent corporate, institutional and government clients and millions of consumers in the United States under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at


J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and over $350 billion in deposits, the CIB provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


The CIB Finance & Business Management (F&BM) group is organized to support and drive the strategic and financial objectives of the business and ensure a sound control environment.

Business and Role Description:

The CIB GCB & TS Coverage F&BM team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance.  The team partners with management to drive business strategy through projects and analyses focused on drivers of growth and efficiency, such as strategic client targeting, new business origination, balance sheet optimization, cross-border expansion, product cross-sell, and coverage productivity.  In addition, the team helps establish, execute, and maintain key business governance initiatives, such as client account planning, global TS new business and revenue target-setting, business reviews and management information, and the control framework for TS new deal origination.  The team also handles ad hoc special projects (e.g. regulatory priorities) and delivers compliance and audit support. 


Business Management needs highly-motivated creative thinkers who can leverage their analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems. 


The NA Treasury Services Corporate Sales team manages the complex cash management needs of a portfolio of ~500 sophisticated multinational corporations headquartered in the U.S. and ~90 broker dealer, exchange, clearinghouse and bank clients.


 Support NA TS Sales groups in managing the business including:


  • Build working relationships with the TS Sales teams
  • Assist with industry reviews, including pipeline deep dives
  • Analyze key revenue drivers and trends
  • Assist with analysis for client targeting and account planning
  • Review coverage loading and identify outliers
  • Assist with annual new sales, headcount and expense planning


  • Create the weekly news sales report used to monitor business performance
  • Manage sales initiative tracking and report outs
  • Drive best in class pipeline management and practices
  • Assist with scorecard administration and communication including:
    • Due diligence reviews
    • Issue investigation and resolution
    • Predictive analysis
    • Talent management/review support
  • Provide value add team information and analysis including:
    • Monthly revenue trends, drivers and advancers/decliners
    • Headcount trends, org summaries, forward looking forecasts
    • Other ad hoc projects
  • Develop working partnerships with business and functional partners necessary to execute the coverage teams’ agenda including:
    • TS Global Sales teams
    • Product and GCB Business Management teams  
    • TS Product
    • Functional groups - Finance, HR, Marketing/Events, Billing/Finance

  • Creativity & problem solving
  • Strong analytical and organizational skills
  • Strong interpersonal and communication skills
  • Project management - ability to effectively manage multiple projects simultaneously
  • Ability to act independently and make proactive recommendations
  • Ability to work well under pressure and maintain composure
  • Assist in improving performance metrics for the sales organization
  • Knowledge of the bank's financial sales tracking systems
  • 2+ years of experience in a finance revenue and/or analytical role
  • Strong knowledge of Microsoft Office Suite is required

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