Business Management Associate - Private Bank
JPMorgan Chase Bank, N.A.
Overview The International Private Bank Platform Business Management Team is part of JPMorgan Private Bank within the Asset & Wealth Management (AWM) line of business, serving ultra and high net worth team members globally. Our goal is to help these affluent clients optimize their wealth, after taxes and across generations. We partner with the Latin America Private Bank Leadership Team and support the Global Families Group, which covers Private Bank clients in Europe, Asia and Canada from the US. Acting as a trusted advisor and COO to regional and market leadership, we execute business priorities in coordination with functional partners (Products/Solutions, Legal, Risk, Compliance, Technology, Operations, Client Service, Program Management, Controls, Audit) across the organization. The business management team is involved in all facets of the business, including business/product development, sales management, performance reporting, data management and issue/risk management. As the Business Manager within the International Private Bank, you will represent the business in global program rollouts, promote process and control enhancements, and ensure adherence to policies and procedures. Responsibilities Understand the International Private Bank's business priorities and participate in collaborative initiatives to simplify, improve, and add value to business processes in support of business goals and objectives. Partner with business-aligned functional areas (Controls, Client Service, Client Operations, Finance, Supervisory Management, Risk, Compliance, Legal) to drive process improvements and change initiatives impacting the region. Ensure business adherence to policies and procedures through monitoring and testing. Engage with the front-office, support, and control functions to understand root causes of recurring issues, coordinate remediations, and optimize processes and controls. Identify key business risks on the platform and drive resolution of mitigating controls. Maintain a strong control environment; support audit, regulatory, and compliance reviews and deliverables, helping drive specific action plans. Project manage effectively; respond promptly to executive ad‑hoc requests for project management, presentations, and business analysis, managing key workstream deliverables and tasks within larger projects. Organize complex information in a strategic and compelling way; create effective management presentations, reports, and dashboards, demonstrating strong design skills and expertise in Excel and PowerPoint techniques. Prepare meeting materials for business management, senior leadership, and front‑office training sessions. Communicate effectively with key business partners to understand projects and drive next steps. Maintain internal resources and documentation on collaboration sites (SharePoint). Required Qualifications Bachelor's degree. Strong proficiency in Microsoft Office (particularly MS Excel and PowerPoint). Excellent organizational, analytical and project management abilities. Outstanding written and oral communication skills. Tenacity to resolve issues and conflicts with a sense of urgency. Ability to multitask and organize work to meet deadlines across multiple projects and stakeholders. Self‑motivated and able to work with a high degree of independence. Strong time management and prioritization skills. Proven track record of delivering timely, high‑quality presentations. Attention to detail and focus on design excellence. Preferred Qualifications Educational background in Business, Finance or Economics major or equivalent experience in wealth management/financial services. Prior experience in Business Management, Project Management or COO role. Automation skills (Python, Alteryx, Prompt Engineering, etc). 2+ years of relevant experience. Benefits Competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and other employee programs. Equal Opportunity Employer 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. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
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