Business Management Associate - Private Bank

JPMorgan Chase & Co. • Miami, FL

1d

About The Position

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 (e.g. 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. You will
collaborate closely with front-office, control, and support partners to
understand business priorities and deliver best-in-class execution for the
region. In this role, you will lead and support initiatives that simplify,
improve, and add value to end-to-end business processes in line with strategic
goals. You will partner with key functional areas—including Controls, Client
Service, Operations, Finance, Supervisory Management, Risk, Compliance, and
Legal—to design and implement change initiatives and process improvements. You
will maintain a strong control environment by monitoring and testing key
activities, identifying and remediating root causes of recurring issues, and
promoting the resolution of key business risks. You will support audits,
regulatory and compliance reviews, and related deliverables, helping to define
and track action plans. You will manage projects and workstreams, responding to
executive ad-hoc requests for project management, analysis, and presentations.
You will organize complex information into clear, strategic management
materials, reports, and dashboards, leveraging advanced Excel and PowerPoint
skills. You will prepare content for senior leadership meetings, business
management forums, and front-office training sessions. You will also maintain
internal documentation and collaboration sites (e.g., SharePoint) to ensure
information is current, accessible, and well-governed.

Requirements

• 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

Nice To Haves

• 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

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 (e.g., SharePoint).

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees