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

Job Description

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.

 

POSITION SUMMARY:

The Business Finance Manager (“BFM”) would be based in Dallas, with responsibility for Markets across the South. This role will report directly to the USPB South Regional CFO with (dotted line accountability to the Market Manager(s) supported.  The BFM will provide business management oversight for the business including market growth strategies, financial and information management, sales management, project management with interface for office management, real estate and technology topics.  The BFM will also have responsibilities at the Market level with exposure to the Market Manager and Market Investment Team Leader. This role involves frequent interaction with management and front office advisors (e.g., Bankers, Investors, Capital Advisors, etc.) in a fast-paced team environment, as well as accountability for broader regional projects.  The role will involve regular travel to the Markets covered (the South Region covers all Cities & States in the Southern section of the United States and the Business Finance Manager will support multiple Markets in the region). 

 

ESSENTIAL FUNCTIONS:

Strategic Planning

      Partner with regional CFO and market manager(s) to develop strategic market plans

      Collaborate on 5-year financial plan and return on investment for growth markets

      Develop and present strategic insights about the market

      Align market goals and objectives to US-wide priorities and initiatives

      Partner with regional CFO to prepare for regular business reviews

 

Financial and Information Management:

      Manage financial planning and forecasting processes

      Drive disciplined expense management

      Monitor performance against plan

      Conduct analyses to drive further insights and opportunities about business

      Understand business drivers and recommend measures to further improve results

      Enable management by providing timely, accurate information

      Provide business information and analysis (e.g., financial reporting, forecasting)

      Research and resolve data issues

 

Sales Management:

      Develop and maintain robust sales management processes and toolkits for market manager

      Drive ongoing enhancements and modifications to internal sales management processes

      Manage client segmentation strategies and monitor results

      Assist in sales management sessions between Market Manager and Region Head

      Liaise with client service leadership (as appropriate/necessary) to ensure ongoing efficiency

      Escalate and / or resolve client issues; track and measure recurring themes for systemic issues and opportunities

      Assist with meeting management and agenda setting (e.g., Market Managers Calls, Role Play Sessions, etc.).

 

Project Management:

      Provide disciplined project management on ad hoc projects; coordinate product and other non-ITM initiatives which have sales force and/or client impact

      Define market requirements and needs for all US systems; liase with Tech and Ops for all process and technology initiatives to provide support for integration and migration

      Ensure proper discipline around risk management procedures

      Partner with Risk management on audits and responses

 

Business Administration:

      Own real estate strategy and all logistics (e.g. moves)

      Perform space planning, resolve facilities issues, and fulfill equipment procurement

      Manage the day-to-day operations (invoice approvals, technology, office related needs, etc))

      Coordinate with hiring manager and HR on the on-boarding of new hires and off-boarding of departed advisors

      Evaluate the administrative needs and capacity of the administrative teams

      Assist in all other office related, admin, issues

      Organize all hands-on meetings, forums and events (e.g., town halls)

      Manage the business continuity programs and processes

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

·         Proactive, strategic thinker

·         Finance and accounting experience

·         Strong analytical and project management skills

·         Well recognized as having outstanding people leadership and management skills

·         Excellent interpersonal and communication skills

·         Client focused with a tenacity to resolve issues and conflicts

 

PERSONAL CHARACTERISTICS/MANAGEMENT STYLE

·         High energy and enthusiasm required to partner with multiple stakeholders

·         Capable of exercising forceful yet sensible leadership; willing to make tough/unpopular decisions

·         Able to work in a dual reporting matrix environment

·         Affable, with a high tolerance for ambiguity

·         Willingness to travel if required

 

EDUCATION AND EXPERIENCE

·         College degree; MBA a plus

·         Minimum of 7 years of relevant experience

·         Specific industry related experience preferred

Req #: 160037152
Location: Dallas, TX US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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