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Commercial Banking - Client Data Management - Project Management - Associate

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.


The CB Client Data Management team within CB Business Management is responsible for the end-to-end ownership of sales and client data as well as related processes. CB Client Data Management is seeking a Project Manager Associate to support the execution of key strategic and tactical initiatives related to sales and client data management. The Project Manager Associate will play a key role in the development and implementation of CB Business Management’s sales and client data management strategy.


Key Responsibilities Include:

  • Development of policies & procedures for CB Client Data Management through close coordination with LOB
  • Data Management teams utilizing standard Change Management process and tools
  • Monitor production activities/processes to ensure timely and effective reporting, tracking, follow-up and communication to internal clients, technical resources and executives
  • Drive client data remediation efforts by assisting with prioritization, tracking, and resolution of data quality issues
  • Assist in development of CB Client Data Management training program for both onshore and offshore data management resources
  • Prepare presentation materials for CDM (e.g., project/roadshow decks, materials for senior management, training materials)
  • Draft communications for CDM (e.g., pilot/roll-out, Technology enhancements)Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
  • Support development of business requirements for key technology/tools (i.e., Client Central, Client Transfer Facility, and COLT) and assist with testing, implementation, and ongoing communication to business

Ideal Candidate:

  • Independent and self-motivated with a service-oriented mindset, but also a team player capable of working collaboratively and developing strong partnerships
  • Able to prioritize issues and multi-task effectively to handle multiple assignments and be proactive in a fast-paced environment while remaining calm under pressure
  • Able to quickly and effectively respond to rapidly changing business needs and urgent requests
  • Previous experience writing, staging and publishing policies and procedures preferred
  • Strong problem-solving and analytical skills; able to think-through and outline work
  • Outstanding project management skills including project planning, time management, organization, influencing, and follow-up skills
  • Excellent verbal, written and presentation skills with attention to detail
  • Intellectually curious with a genuine interest in knowledge gathering and problem solving
  • Proactively seeks guidance, clarification, and feedback from others


  •  Minimum 3 years of work experience; knowledge of Commercial or Investment Banking is a plus
  •  Expertise with Excel, PowerPoint(PitchPro), Project, and Visio preferred
  •  Expertise with Commercial Banking client reference and sales data is a plus
  • Expertise with internal J.P. Morgan systems (e.g. Client Central, Customer Assist, iCRD, Service and credit platforms) is a plus
  • BA/BS degree is preferred

Location: Dallas, Chicago or Phoenix preferred


Req #: 180025023
Location: Phoenix, AZ US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)

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