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chief of staff - lead technical program manager

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lead technical program manager

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Lead transformative tech programs, enhancing experiences firm-wide with strategic insights and technical prowess.</p><p>
As a Lead Technical Program Manager at JPMorgan Chase within the Commercial and Investment Bank - Markets Global Middle Office Technology team, you will drive the successful delivery of complex technology projects and programs that will help reach business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets and collaborating with high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.</p><p>
</p><p><b>Job responsibilities</b></p><ul><li>
Gather, analyze, document and communicate requirements across large scale Financial Systems, as well as maintain project plans and track project status.</li><li>
Develop and execute comprehensive project plans and presentations, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions.</li><li>
Manage key stakeholders and their responsiblities, including being the liaison between users and engineers. This including proper documentation of the business flows, application change requests, and functional requirements, all translated into technical specifications that will deliver what the business wants from our products.</li><li>
Collaborate with users for User Interface (UI) and User Experience (UX) design, and documenting wireframes.</li><li>
Participate in the planning and execution of Quality Assurance (QA) and User Acceptance Testing (UAT)</li><li>
Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum</li><li>
Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define scope, objectives, and deliverables, ensuring alignment with overall product delivery goals</li><li>
Provide inputs for decision making with As Is and To Be models, requirements, planning, roadmaps, and able to deliver estimates grounded on solid data.</li><li>
Oversee overall objectives of a Product Operating Model, with Product Owner responsibilities. This includes being fluent in agile ways of working and proficient in organizing feature teams and scrum calls</li><li>
Encourage the overall adoption of Artificial Intelligence (AI) and Large Language Model (LLM) concepts and to foster a culture of continuous learning and innovation within the team</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li>
5+ years of experience and expertise in technical business analysis, technical project and program management, and leading complex technology projects in a large financial organization</li><li>
Clear understanding of Middle Office Operations, Post Trade processes, and trade booking concepts</li><li>
Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and users</li><li>
Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities and have excellent analytical skills, especially pertaining to data analysis and data interrogation in databases and logs</li><li>
Experience in requirements elicitation as a Technical Business Analyst and experience in Agile methodologies and Scrum Master</li><li>
Familiarity with User Interface (UI) and User Experience (UX) design and familiarity with the concepts of Artificial Intelligence (AI), Large Language Model (LLM), and Machine Learning (ML)</li><li>
Experience in utilizing technical fluency, and familiarity with cloud architecture and software development fundamentals</li><li>
Must have excellent oral, written and presentation skills, being able to communicate effectively on both a technical and business level</li><li>
Must have experience with the following set of tools: Visio, Word, Excel, PowerPoint, MS Project, JIRA, Confluence, SharePoint, etc.</li><li>
Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
Professional certifications in AWS and Agile Delivery</li><li>
Experience in finance especially within Corporate and Investment Banking across Equities and Derivatives domain</li><li>
Experience in data and analytics and full stack technical delivery</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Lead Technical Program Manager

<div><b>JOB DESCRIPTION</b><p><br>
Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
</p><p>As a Lead Technical Program Manager (Chief of Staff) in LOB Aligned Onboarding platform, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.</p><p><b>
Job responsibilities</b></p><ul><li><p>
Lead software engineering projects, overseeing timelines, objectives, planning, execution, and delivery. Execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions</p></li><li><p>
Apply software development methodologies to enhance project outcomes, planning discipline, and execution rigor.</p></li><li><p>
Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum</p></li><li><p>
Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals</p></li><li><p>
Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness</p></li><li><p>
Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team</p></li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li><p>
5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization</p></li><li><p>
Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients</p></li><li><p>
Driving engagement team management and business process improvement initiatives.</p></li><li><p>
Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services</p></li><li><p>
Proven track record of effectively negotiating and managing resources, timelines, budgets, financial resources and high-performing teams in a fast-paced, agile environment</p></li><li><p>
Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities</p></li><li><p>
Understanding and leveraging AI technologies for day today activities</p></li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul><li><p>
Having obtained Project Management Professional (PMP) and/or Certified ScrumMaster (CSM) certifications.</p></li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we&rsquo;re setting our businesses, clients, customers and employees up for success.</div>

Chief of Staff - Lead Technical Program Manager

<div><b>JOB DESCRIPTION</b><p><br>
Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
</p><p>As a Lead Technical Program Manager in Enterprise Product Security, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.</p><p><b>
Job responsibilities</b></p><ul><li>
Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions</li><li>
Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum</li><li>
Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals</li><li>
Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness</li><li>
Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization</li><li>
Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients</li><li>
Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services</li><li>
Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment</li><li>
Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities</li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul><li>
Experience in Cybersecurity in financial services</li><li>
Experience with technology control governance in financial services</li><li>
Experience with cloud, employee workspace or endpoint security, IOT security, and/or technology governance</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we&rsquo;re setting our businesses, clients, customers and employees up for success.</div>

Lead Technical Program Manager-Next Gen Workspace Security

<div><b>JOB DESCRIPTION</b><div><br>
Elevate your career by steering multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations.</div><div>
</div><div>As a Principal Technical Program Manager in Corporate Technology, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders. Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change. With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals. Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management. In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.</div><div>
</div><div>The Chief of Staff (COS) will serve as a strategic partner and trusted advisor to the CDAS leadership team in driving operational excellence, strategic initiatives, and organizational effectiveness. The Chief of Staff will play a key role in coordinating cross-functional activities, managing priorities, and ensuring alignment across the CDAS organization.</div><div>
</div><div><b>Job responsibilities</b></div><ul><li>
Develop and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration.</li><li>
Support the Head of CDAS in developing, communicating, and executing strategic plans and priorities. Track progress against key initiatives and ensure timely delivery of objectives.</li><li>
Oversee day-to-day operations, including resource allocation, project tracking, and process improvement. Identify and address operational bottlenecks to enhance team efficiency.</li><li>
Prepare briefing materials, presentations, and reports for senior leadership meetings. Facilitate decision-making by providing relevant data, insights, and recommendations.</li><li>
Act as a liaison between the Head of CDAS and internal/external stakeholders, ensuring clear communication and follow-up on action items.</li><li>
Lead or support key projects and programs, ensuring alignment with organizational goals. Monitor project milestones, risks, and dependencies.</li><li>
Ensure adherence to governance frameworks, compliance standards, and risk management practices within the technology organization.</li><li>
Drive initiatives to foster a positive, inclusive, and high-performing team culture. Organize team communications, events, and recognition programs.</li><li>
Support change management efforts related to technology transformation, process enhancements, and organizational restructuring.</li></ul><div><b>
Required qualifications, capabilities, and skills</b></div><ul><li>
7+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in large organizations.</li><li>
Proven experience in a Chief of Staff, program management, or technology leadership role.</li><li>
Strong understanding of compliance, risk, and regulatory requirements in a technology context.</li><li>
Excellent organizational, communication, and interpersonal skills.</li><li>
Ability to manage multiple priorities in a fast-paced environment.</li><li>
Demonstrated ability to influence and collaborate across all levels of the organization.</li><li>
Advanced analytical reasoning skills, applying critical thinking and problem-solving techniques to break down business, technical, and operational objectives.</li><li>
Proven ability in leading through change, managing dependencies, and controlling change in high-pressure, shifting environments.</li><li>
Advanced expertise in stakeholder management, establishing productive relationships, and driving beneficial outcomes aligned with firm objectives.</li><li>
Familiarity with data management practices, including data governance, data lineage, etc., and modern patterns such as lakehouse and data mesh.</li><li>
Champion the adoption of AI/ML tools and apply them to CoS and PM workflows driving measurable productivity gains and establishing governance for responsible use approved solutions.</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we&rsquo;re setting our businesses, clients, customers and employees up for success.</div>

Principal Technical Program Manager - Chief of Staff

Sumitomo Group

<div><p>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.</p><p></p><p><br>
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.</p><p></p><p><br>
The anticipated salary range for this role is between $97,000.00 and $156,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.</p><div><div><div><h2 class="jobSectionHeader"><b>
Role Description</b></h2></div><div><p>
Reporting to the Vice President, Data Analytics Manager, Analytics, in the Financial Crimes Compliance Department, Americas Division, the Associate assists in the management and execution of large-scale projects in the Sanctions Compliance area. The incumbent will conduct analyses and reporting in support of general business/Sanction Compliance needs, special projects/initiatives and/or strategic operational planning activities. May serve as a project lead, enlisting support from junior staff or peers. Contribute to the development of new processes or procedures for required analytics. Performs analysis in support of the design, implementation, and enhancement of sanctions screening systems. Perform the collection, aggregation, analysis, and visualization of customer, product, and transaction data. Will develop and communicate reports effectively for use by SMBC Americas Division and Head Office stakeholders.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Role Objectives</b></h2></div><div><ul><li>
Liaison with technology teams to stay current on Fircosoft Screening platform enhancements/changes.</li><li>
Liaison with the Sanction Compliance team provides support for projects, data collection, and analysis.</li><li>
Manage both existing and new initiatives within the Screening program from a technological perspective.</li><li>
Collaborate with senior stakeholders to understand their needs to enhance existing applications and define improvements to gain both operational efficiencies and architectural and infrastructure improvements.</li><li>
Liaise with stakeholders to create process maps, data flow diagrams, and use cases for the Sanctions program.</li><li>
Collaborate with Operations, Technology, Compliance, and business partners to ensure documentation is up to date as enhancements and/or new applications are introduced.</li><li>
Manage and drive screening stakeholders to define data, logic, and ruleset requirements.</li><li>
Partner with the business, technical, and quality review teams to communicate and test functional requirements and collectively define appropriate solutions to meet user requirements.</li><li>
Ability to distill complex concepts and document them clearly with use cases and process flows</li><li>
Collect, aggregate, analyze, and visualize customer, product, and transaction data to identify trends and evaluate changes in customer, product, and transactional risk exposure.</li><li>
Develop MIS reports for submission to senior Branch management.</li><li>
Develop knowledge of new analytical techniques and data sources that provide ongoing risk mitigation, and how emerging data and technology issues may impact the achievement of the BSA/AML Compliance Department&rsquo;s objectives.</li><li>
Ability to comprehend and define scope of project, initiate test plan, and execution of testing initiatives as it relates to the project as well as mitigate any associated risk as it relates to the testing event</li><li>
Ability to define a project plan and adhere to target dates.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Qualifications and Skills</b></h2></div><div><ul><li>
Bachelor&rsquo;s Degree in relevant discipline (e.g., Information Technology, Computer Science, Mathematics, Statistics, Analytics, or another related field) or the equivalent combination of education and experience.</li><li>
2-5 years of <b>BSA/AML compliance experience, particularly Regulatory and Name Screening technology </b>experience for Consumer/Business</li><li>
Strong reasoning ability and analytical skills.</li><li>
Self-starter that will be able to readily understand Screening and AML concepts and issues, possess strong technical skills, and is able to learn new technologies quickly</li><li>
Knowledge of vendor BSA/AML transaction monitoring and sanctions screening systems (e.g., <b>Actimize, Fircosoft, Fortent</b>, etc.)</li><li>
Experience with some or all the following technologies to build analysis and drive insights from data:<ul><li>
Database: Oracle (PL/SQL), Microsoft SQL Server (T-SQL)</li><li>
Reporting tools: PowerBI, Tableau, Excel</li><li>
Hands on with Python / R / No-SQL Databases</li></ul></li><li>
Experience with SharePoint and Microsoft Office suite/MS Project</li><li>
Maintains a high level of confidentiality; unquestionable character, integrity and professionalism.</li></ul><p></p><p><i><br>
Nice to Have:</i></p><ul><li>
ACAMS certified or other equivalent industry certification is a plus.</li><li>
Familiarity with regtech</li><li>
Microsoft Projects</li></ul></div></div></div><p>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.</p><p></p><p><br>
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</p></div>

Sanctions Data Analyst Associate

<div><b>JOB DESCRIPTION</b><p><br>
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.</p><p>
</p><p>As a Tech Risk &amp; Controls Lead at JPMorganChase within Cybersecurity Technology and Controls, you will evaluate delivery, quality, and integrity across a range of Global Technology Control Assessments, including SOX, SOC, PCI, FedRAMP, and other regulatory frameworks. You will provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with Service Leads, Business Control Managers, and Regulators, you will help report a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles will enable you to drive innovative solutions and manage a diverse team in a dynamic risk landscape.</p><p>
You will help define and implement best-in-class assessment methodologies and practices. This role is ideal for professionals with significant experience in audit, risk, or compliance who are looking to make a strategic impact through leadership and innovation.</p><p><b>
Job responsibilities</b></p><ul><li>
Lead and execute comprehensive, independent evaluations of control and compliance assessments across all phases&mdash;planning, execution, and reporting&mdash;ensuring accuracy, reliability, consistency, and compliance throughout.</li><li>
Operate independently to document assessment results with clear workpapers, findings, improvement opportunities, and remediation actions.</li><li>
Oversee and perform testing of GTCA controls and processes, ensuring assessments are based on verified evidence and aligned with assessment methodologies and practices to address all relevant regulatory requirements, risks, and controls.</li><li>
Present review progress, key insights, and strategic recommendations to senior leadership and governance committees.</li><li>
Proactively identify, manage, and mitigate delivery risks by addressing potential obstacles and implementing contingency strategies to sustain program momentum.</li><li>
Foster a culture of continuous improvement and operational excellence, providing training and driving innovation in methodologies and processes.</li><li>
Leverage your expertise in assurance and review methodologies to ensure methodological rigor, consistent application of standards, and thorough review and validation of deliverables.</li><li>
Review assessments and reports to validate they are completed on schedule, based on verified data, and address relevant regulatory requirements, risks, and controls.</li><li>
Evaluate ongoing improvements to processes and tools, and verify that team members are well-trained and knowledgeable about current regulations and assessment practices.</li><li>
Ensure assessments are objective, transparent, and ethically conducted, maintaining confidentiality and data privacy, and compliance with all relevant laws, regulations, and internal policies.</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li>
Formal training or certification on security concepts and five years of experience in IT risk, audit, compliance, or control assessment, including at least three years of internal or external audit experience leading reviews and managing stakeholders in large financial institutions.</li><li>
Proven ability to lead projects and teams, manage multiple assessment reviews, and collaborate effectively across functions in complex environments.</li><li>
Exceptional written and verbal communication skills, with the ability to translate complex technical and regulatory information into clear, actionable messaging for diverse audiences including senior leaders, stakeholders, and clients.</li><li>
Detail-oriented with strong documentation skills and a demonstrated ability to learn and apply new concepts quickly.</li><li>
Skilled in critical thinking, root cause analysis, and structured problem-solving to drive continuous improvement.</li><li>
Ability to ensure decisions or constraints affecting program delivery are effectively escalated and addressed in a timely manner.</li><li>
Strong background in information security, IT General Controls, risk and control frameworks, and regulatory compliance, including hands-on experience with SOX, SOC, PCI, and regulatory technology assessments.</li><li><p>
Growth mindset with the ability to drive strategy and execute at scale.</p><p>
</p></li></ul><p></p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
CISA, CIA, CPA, CISSP, or similar industry-recognized risk certifications are preferred.</li></ul><p>
</p><p>#CTC</p><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we&rsquo;re setting our businesses, clients, customers and employees up for success.</div>

Tech Risk and Controls Lead(IT Audit)

Sunbit, Inc

<div><p><b>JOB TITLE: </b>Principal Product Manager, Agent Experience &amp; AI</p><p><b>
LOCATION:</b> Hybrid- New Jersey/ New York, NY</p><p><b>
REPORTS TO:</b> Head of Product, Customer Experience</p><p></p><p><b><br>
The Company:</b></p><p>
Sunbit builds financial technology for real life. Our AI-native platform helps more people get to &ldquo;yes&rdquo; at the moments that matter with personalized offers, transparent terms, and no added consumer fees. In stores, practices and service centers across the country, Sunbit provides a fast, fair pay-over-time option. For everything else, the Sunbit Credit Card delivers a modern, no-fee credit experience managed in a powerful mobile app.</p><p>
We are guided by people-centered values: Serve Others Before Self, Include Always, Connect Genuinely, Innovate for Good. These values shape how we build, how we support customers and merchants, and how we work with each other.</p><p>
What makes Sunbit different is an AI-native infrastructure that runs through the full customer and merchant journey. Our interconnected AI systems power instant decisioning, streamline fraud checks with human-in-the-loop safeguards, and enable highly personalized offers at scale. The result is a quick, fair, and simple experience for consumers and merchants.</p><p>
We pair this technology with inclusion and transparency. Sunbit delivers industry-leading approval rates &mdash; 90%+ in auto service and 85%+ in dental &mdash; while maintaining zero consumer fee-based revenue. It is a better way to serve people and merchants, proven at scale.</p><p>
Today, Sunbit is available across nationwide, in-person merchant network of 30,000+ locations spanning auto service centers, dental and optical practices, veterinary clinics, and other specialty services. We help teams say &ldquo;yes&rdquo; more often and help customers move forward with confidence.</p><p></p><p><b><br>
The Role:</b></p><p>
We are seeking a Principal Product Manager to lead the strategy and execution of our digital agent experience, owning the end-to-end product lifecycle of internal platforms. This role will bring a B2C/SaaS mindset to build high-performance, low-latency systems with intuitive, &ldquo;zero-training&rdquo; interfaces.</p><p>
You will also drive the development of advanced AI-powered chat and voice solutions, moving beyond basic automation to deliver intelligent, empathetic experiences capable of handling complex financial transactions with precision and efficiency.</p><br>
Requirements:<br>
<br>
<p><b>What You&rsquo;ll Own:</b></p><ul><li><b>
The Digital Platform Strategy:</b> Own the end-to-end product lifecycle for the Agent Experience. You will apply the same rigor found in top-tier B2C or SaaS products to our internal ecosystem&mdash;focusing on performance, low-latency data, and &quot;zero-training&quot; UI.</li><li><b>
AI Chat &amp; Voice Products:</b> Architect and deploy automated servicing channels that actually work. You will move beyond simple bots to build high-quality AI Voice and Chat Agents that handle complex financial transactions with precision and empathy.</li><li><b>
Build It Right the First Time:</b> We prioritize Quality over Quantity. You will be responsible for the architectural integrity and scalability of the platform. You value a clean, robust foundation over a high volume of low-impact features.</li><li><b>
The Outcome (The P&amp;L):</b> You will partner with business stakeholders to define and own the OKRs that matter: Cost Per Interaction (CPI), First Contact Resolution (FCR), and AI Containment Rates.</li><li><b>
Cross-Functional &amp; Technical Diplomacy:</b> You are the connective tissue between Technology, Operations, Risk, Compliance, and Legal. You ensure our digital products are &quot;Compliant by Design&quot; and technologically superior.</li></ul><p></p><p><b><br>
﻿What You 'll Bring:</b></p><ul><li>
6+ years in Product Management, specifically building and scaling modern digital products.</li><li>
A portfolio of delivering high-quality software where stability and scalability were paramount.</li><li>
Deep background in Conversational AI (Voice/Chat) and automated customer servicing.</li><li>
Proven ability to own Business Outcomes and move needle-shifting KPIs.</li><li>
An AI &quot;Power User&quot; who leverages LLMs and modern tech to 10x your own productivity.</li><li><b>
﻿Product-First Mindset:</b> You are a &quot;Digital Product Person&quot; through and through. You understand how to build software that scales, how to manage a technical roadmap, and how to prioritize based on data-backed outcomes.</li><li><b>
AI &amp; Conversational Mastery:</b> You have a track record of shipping AI-driven products, specifically in Voice and Chat. You understand the mechanics of NLP/NLU and real-time intelligence tools like Cresta.</li><li><b>
FinTech Expertise:</b> You have extensive experience in Financial Services or FinTech. You know how to build innovative digital products that navigate the complexities of a regulated industry.</li><li><b>
Technical Fluency:</b> You speak the language of engineering. You are comfortable discussing API contracts, system architecture, and technical trade-offs.</li><li><b>
Design Thinking:</b> You believe that internal tools should be beautiful and efficient. You use research and data to eliminate friction from every digital interaction.</li></ul><p></p><p><b><br>
﻿The Perks</b></p><ul><li>
Join one of LA&rsquo;s fastest growing startups (2023), A Most Loved Workplace, #576 on the 2023 Inc 5000 list, and Forbes Fintech 50 (2024)</li><li>
Mission driven + empowered + collaborative</li><li>
Competitive pay and stock options</li><li>
Unlimited PTO</li><li>
Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, &amp; Parental Leave</li><li>
Newly added HSA and Pet Insurance</li><li>
401K Plan with Matching</li><li>
Cell Phone Stipend</li><li>
Casual Dress</li><li>
Team based strategic planning + Team owned deliverables</li></ul><p></p><p><b><br>
How We Pay:</b></p><ul><li>
We believe in paying fairly and equitably based on a number of factors including but not limited to previous experience, relevant work history, interview performance, geographical location, internal equity, and expected level of ownership.</li><li>
We are targeting a salary of $160,000 - $200,000 per year for this role</li><li>
This role will also be granted company equity via stock options</li></ul><p></p><p><i><br>
Sunbit is an Equal Opportunity Employer. We strive to provide a professional &amp; welcoming workplace for all employees.</i></p><p><i>
﻿</i></p><p><b>
Recruitment Fraud Disclaimer</b></p><p>
We&rsquo;ve been made aware of fraudsters impersonating Sunbit employees during the hiring process. Please note that all official communication will come from an @sunbit.com email address, through our applicant tracking platform @sunbit.comeet-notifications.com or directly via LinkedIn. We will never ask for your age, Social Security number, bank account details, payment of any kind, or other unrelated personal information during the application process. Our hiring process always includes interviews, either by phone, zoom, or in person, before any offer is made. If something feels suspicious, please contact us at hr@sunbit.com to confirm.</p><p>
We ask that you contact hr@sunbit.com only about potential instances of fraud. hr@sunbit.com does not reach our recruiting team directly. Your application directly through the posting is the best way to ensure that your candidacy is reviewed by our team. Due to the volume of applications, we will not respond to nor forward emails about your candidacy that are sent to hr@sunbit.com directly, and your email about your application will be deleted from our systems.</p><p></p><p><br>
IND1</p><p>
#LI-Hybrid</p></div>

Principal Product Manager, Agent Experience & AI

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