DESCRIPTION:
Duties: Partner with the Private Bank Regional Head of Investments for LATAM and Global Families Group to develop strategic growth initiatives for the business. Oversee the development of strategic business plans, and prepare for business reviews. Implement processes to help achieve strategic business objectives that ensure ongoing efficiency. Partner with CFO and the Private Bank Regional Head of Investments to identify, propose, and achieve funding for business project improvements. Assist control partners to implement ongoing business operations and regulatory matters. Drive ongoing enhancements and modifications to internal sales management processes. Track recurring themes of client issues to reduce escalations and improve timely resolutions.
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QUALIFICATIONS:
Minimum education and experience required: Master's degree in Accounting, Finance, Auditing, Management Consulting, Business, Economics, or related field of study plus 5 years of experience in the job offered or as Business Management, Investment Business Manager, Strategic Projects Manager/Advisor, Management Consultant, or related occupation. The employer will alternatively accept a Bachelor's degree in Accounting, Finance, Auditing, Management Consulting, Business, Economics, or related field of study plus 7 years of experience in the job offered or as Business Management, Investment Business Manager, Strategic Projects Manager/Advisor, Management Consultant, or related occupation.
Skills Required: Requires experience in the following: designing and implementing strategic business operating models with multiple stakeholders; investment products available to international clients, specifically brokerage securities, discretionary accounts, and managed accounts, including Alternatives (PERE) and UCITS (mutual funds); considering what investment products can be offered to international client given their characteristics, how they are priced, limitations, and tax implications; investments-related regulatory rules in the U.S. that are applicable to Private Bank international clients including OCC part 9, Reg BI, Suitability, Reg S, Reg D, CFTC, and Dodd Frank; understanding complex client tax and SEC status in order to advise on suitable investment products and services; cross-border regulatory rules and specific jurisdictional requirements for Private Bank clients based in Latin America, Europe, and Asia; project management for strategy-driven projects; conducting operational efficiency review on system/transformation projects; and managing multi- jurisdictional teams.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. Telecommuting permitted up to 40% of the week.
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.