GWM Private Bank Client Service Strategy and Transformation Analyst
Company Name:
JPMorgan Chase
JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra high net worth individuals and families around the world. The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital raising, and specialty wealth advisory services. JPMorgan was named Best Private Banking Services Overall in the U.S. and North America by Euromoney in February 2012.
The Client Service practice is responsible for meeting the day to day service needs of the Private Bank's high net worth and ultra high net worth client base. Service is delivered through a very high-touch, team-based model with major service locations in the US, EMEA, and Asia. This analyst position is an Associate level position working on the Strategy and Transformation group within global Client Service.
The Client Service Strategy and Transformation group supports the global Client Service practice with planning and execution across key short and long-term business management, change management, project management and sales management activities. The team collaborates closely with PB teams in Product, Operations, Finance and Technology, and works closely with members of the practice leadership team.
Responsibilities:
The Client Service Strategy and Transformation Analyst will support all aspects of the global Client Service Strategy and Transformation agenda, with a primary focus in the ongoing administration of the sales management agenda. This role will require a proven track record of delivering thoughtful leadership and effective execution of sales tracking, pipeline development, sales content creation, and progress reporting responsibilities. A successful candidate will demonstrate the ability to communicate and interact with senior leaders, handle multiple and complex business challenges, and deal with tight and competing deadlines.
Additional key responsibilities include:
- Partner with PB teams in Product, Marketing, MIS, Finance, Technology, and Operations to plan and execute strategy
- Identify weaknesses, gaps, and opportunities for process, organizational, and technology improvements - and report the findings in a simple, compelling way
- Identify cross-sell campaign opportunities that capitalize on business priorities and leverage current market events and competitive advantage.
- Review and audit ongoing sales entries for completeness and accuracy
- Consistently monitor changes to ensure that new models become ingrained in the culture
- Create and maintain detailed project plans to ensure effective and integrated global execution of the agenda
- Document current and target state process flows by participating in detailed process mapping sessions
- Provide analysis and assist the business in developing metrics to measure sales and market penetration
- Develop robust communication materials including presentations, status updates, and other reports
- Work collaboratively with team members and senior management in the development and implementation of all projects and/or initiatives
Must bring a relentless focus on execution and enjoy take ownership for the delivery of measurable results. Must also exhibit the following qualities:
- Strong project management discipline
- Self starter, high energy, and motivated to innovate the business
- Ability to forge relationships and build a network throughout the firm
- Exceptional verbal and written skills, especially executive-level presentation development
- Proven history of successful implementation and execution
- Detail-oriented, organized, and task-oriented
- Highly inquisitive and solution-focused
- Strong analytical skills (quantitative and process)
- Work independently, and know when to ask for guidance
- Positive attitude and easy to work with while delivering on high priority, time sensitive initiatives
- Flexibility to adjust work schedule (nights, weekends) as required per deliverables - deadlines, testing, etc.
Experience:
- 2-3 years of business management and analysis experience
- 2 years experience in the financial industry
- Bachelors degree or equivalent from an accredited institution
- Advanced proficiency with MS Office suite, inclusive of Project and Visio
Job: Asset Management
Organization: ASSET MANAGEMENT
Title: GWM Private Bank Client Service Strategy and Transformation Analyst
Location: DE-Newark-MCC - Ops 3 / 00768
Requisition ID: 140121231 Estimated Salary: $20 to $28 per hour based on qualifications.
JPMorgan Chase
JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra high net worth individuals and families around the world. The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital raising, and specialty wealth advisory services. JPMorgan was named Best Private Banking Services Overall in the U.S. and North America by Euromoney in February 2012.
The Client Service practice is responsible for meeting the day to day service needs of the Private Bank's high net worth and ultra high net worth client base. Service is delivered through a very high-touch, team-based model with major service locations in the US, EMEA, and Asia. This analyst position is an Associate level position working on the Strategy and Transformation group within global Client Service.
The Client Service Strategy and Transformation group supports the global Client Service practice with planning and execution across key short and long-term business management, change management, project management and sales management activities. The team collaborates closely with PB teams in Product, Operations, Finance and Technology, and works closely with members of the practice leadership team.
Responsibilities:
The Client Service Strategy and Transformation Analyst will support all aspects of the global Client Service Strategy and Transformation agenda, with a primary focus in the ongoing administration of the sales management agenda. This role will require a proven track record of delivering thoughtful leadership and effective execution of sales tracking, pipeline development, sales content creation, and progress reporting responsibilities. A successful candidate will demonstrate the ability to communicate and interact with senior leaders, handle multiple and complex business challenges, and deal with tight and competing deadlines.
Additional key responsibilities include:
- Partner with PB teams in Product, Marketing, MIS, Finance, Technology, and Operations to plan and execute strategy
- Identify weaknesses, gaps, and opportunities for process, organizational, and technology improvements - and report the findings in a simple, compelling way
- Identify cross-sell campaign opportunities that capitalize on business priorities and leverage current market events and competitive advantage.
- Review and audit ongoing sales entries for completeness and accuracy
- Consistently monitor changes to ensure that new models become ingrained in the culture
- Create and maintain detailed project plans to ensure effective and integrated global execution of the agenda
- Document current and target state process flows by participating in detailed process mapping sessions
- Provide analysis and assist the business in developing metrics to measure sales and market penetration
- Develop robust communication materials including presentations, status updates, and other reports
- Work collaboratively with team members and senior management in the development and implementation of all projects and/or initiatives
Must bring a relentless focus on execution and enjoy take ownership for the delivery of measurable results. Must also exhibit the following qualities:
- Strong project management discipline
- Self starter, high energy, and motivated to innovate the business
- Ability to forge relationships and build a network throughout the firm
- Exceptional verbal and written skills, especially executive-level presentation development
- Proven history of successful implementation and execution
- Detail-oriented, organized, and task-oriented
- Highly inquisitive and solution-focused
- Strong analytical skills (quantitative and process)
- Work independently, and know when to ask for guidance
- Positive attitude and easy to work with while delivering on high priority, time sensitive initiatives
- Flexibility to adjust work schedule (nights, weekends) as required per deliverables - deadlines, testing, etc.
Experience:
- 2-3 years of business management and analysis experience
- 2 years experience in the financial industry
- Bachelors degree or equivalent from an accredited institution
- Advanced proficiency with MS Office suite, inclusive of Project and Visio
Job: Asset Management
Organization: ASSET MANAGEMENT
Title: GWM Private Bank Client Service Strategy and Transformation Analyst
Location: DE-Newark-MCC - Ops 3 / 00768
Requisition ID: 140121231 Estimated Salary: $20 to $28 per hour based on qualifications.
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