sr partner development specialist financial services industry banking and payments amer industry partner solutions

Amazon Web Services

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
This position is part of the AWS Specialist and Partner Organization (ASP). Specialists own the end-to-end go-to-market strategy for their respective technology domains, providing the business and technical expertise to help our customers succeed. Partner teams own the strategy, recruiting, development, and growth of our key technology and consulting partners. Together they provide our customers with the expertise and scale needed to build innovative solutions for their most complex challenges.<br>
<br>
Would you like to be part of a team that is redefining the IT industry? Amazon Web Services (AWS) is leading the next paradigm shift in computing and is looking for world class candidates to develop relationships and drive the success of our consulting and technology partners serving the financial services industry.<br>
<br>
The Amazon Web Services (AWS) Americas Financial Services Industry team is looking for an experienced Banking and Payments Industry Leader to work with our strategic partners to help Banking and Payments customers solve their business problems, develop and execute joint go-to-market (GTM) strategies, and collaborate with AWS sales and business development teams on specialized partner solutions.<br>
<br>
Responsibilities include Banking and Payments industry partner pipeline management, leading the industry-wide partner development strategy for partners serving Banking and Payments customers (commercial banking, retail banking, digitally native banking, payment platforms, payment service providers, merchant acquirers, processors, payment networks, bank processors), managing strategic relationships with influential software vendors/consulting firms/systems integrators, and driving C-level, marketing, field and channel relationships.<br>
<br>
You will possess a deep Banking and Payments industry background and consulting/sales/business development experience that enables you to engage at the CXO level with Banking and Payments industry customers and partners, and easily interact with partners, enterprise customers and sales/field reps. You have a demonstrated ability to think strategically about business and technical challenges, with the ability to build and convey compelling value propositions, in complex situations. You are a collaborative leader who can build mechanisms to drive customer outcomes in a highly-matrixed organization. The position requires a strong technical acumen, along with working knowledge of the financial services consulting services landscape.<br>
<br>
Key job responsibilities<br>
<ul><li>Develop and drive a strategy to build and grow a thriving community of Banking and Payments partners in the Americas.</li><li>Influence joint business plans with strategic partners serving Banking and Payments customers.</li><li>Work with partners to define and execute joint practice, sales and GTM programs.</li><li>Serve as a key member of the global Banking and Payments industry teams in helping to deliver the overall financial services partner strategy.</li><li>Engage partners&rsquo; field sales organizations, channels, and end customers to create and drive revenue opportunities for AWS.</li><li>Set and manage revenue targets and drive collaboration between partners and AWS sales organizations to achieve/exceed goals.</li><li>Build mechanisms to drive engagement with key internal stakeholders in a highly-matrixed organization (e.g. sales, business development, specialists, partners, marketing, PR, legal, support, etc.)</li><li>Work with AWS marketing to include partners in relevant campaigns and promotional opportunities.</li><li>Develop and drive promotions, funding benefits, and incentives as appropriate.</li></ul><br>
About the team<br>
Diverse Experiences<br>
<br>
AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn&rsquo;t followed a traditional path, or includes alternative experiences, don&rsquo;t let it stop you from applying.<br>
<br>
Why AWS?<br>
<br>
Amazon Web Services (AWS) is the world&rsquo;s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating &mdash; that&rsquo;s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.<br>
<br>
Inclusive Team Culture<br>
<br>
AWS values curiosity and connection. Our employee-led and company-sponsored affinity groups promote inclusion and empower our people to take pride in what makes us unique. Our inclusion events foster stronger, more collaborative teams. Our continual innovation is fueled by the bold ideas, fresh perspectives, and passionate voices our teams bring to everything we do.<br>
<br>
Mentorship &amp; Career Growth<br>
<br>
We&rsquo;re continuously raising our performance bar as we strive to become Earth&rsquo;s Best Employer. That&rsquo;s why you&rsquo;ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.<br>
<br>
Work/Life Balance<br>
<br>
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there&rsquo;s nothing we can&rsquo;t achieve.</div><h2 class="jobSectionHeader"><b>
BASIC QUALIFICATIONS</b></h2><ul><li>5+ years of developing, negotiating and executing business agreements experience</li><li>5+ years of professional or military experience</li><li>5+ years of working with Core Cloud Technology Services, including, but not limited to Compute, Edge, Hybrid, Security, and/or Networking experience</li><li>5+ years of solving problems with technology in the Global Financial Services Industry experience</li><li>5+ years of Go-To-Market, Business Development, Sales, or Consulting experience</li><li>Bachelor's degree</li><li>Experience developing strategies that influence leadership decisions at the organizational level</li><li>Experience managing programs across cross functional teams, building processes and coordinating release schedules</li><li>Experience selling enterprise software or cloud-based applications</li><li>Experience explaining complex technical concepts to various business and technical audiences</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>Experience interpreting data and making business recommendations</li><li>Experience identifying, negotiating, and executing complex legal agreements</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, GA, Atlanta - 147,900.00 - 200,100.00 USD annually<br>
USA, NJ, Jersey City - 162,700.00 - 220,200.00 USD annually<br>
USA, TX, Austin - 147,900.00 - 200,100.00 USD annually<br>
USA, TX, Dallas - 147,900.00 - 200,100.00 USD annually</div><p></p>

Sr. Partner Development Specialist, Financial Services Industry – Banking and Payments, AMER Industry & Partner Solutions

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Own the analytics lifecycle for Trade &amp; Working Capital&mdash;shaping problems, testing hypotheses, and delivering production‑grade models that drive portfolio strategy from origination through distribution.</p><p>
As Portfolio Analytics Development Lead within the Portfolio Management team, you will partner with Product, Sales, Risk, and Portfolio Management to build analytics applications that support portfolio management across origination, pricing, limit setting, renewals, and distribution. You will work across the data‑science lifecycle&mdash;from data acquisition and feature engineering to model development and insight delivery&mdash;framing business problems, testing hypotheses, and translating analysis into embedded solutions and clear recommendations within a global team.</p><p><b>
Job Responsibilities</b></p><ul><li>
Build analytical tools and interfaces to measure exposure, flows, and market drivers; enhance performance attribution; systematically surface opportunities and portfolio actions</li><li>
Translate business needs into requirements and technical designs; define, design, and develop automated data solutions to create analysis‑ready datasets and streamline reporting that produces actionable insights</li><li>
Rapidly prototype solutions, lead structured testing with clear success criteria, and drive initiatives from pilot to full rollout with appropriate approvals and controls</li><li>
Embed real‑time insights and model outputs into sales and product workflows with Technology and Product partners via APIs and flexible decision tools</li><li>
Present recommendations to management and business partners with strong data‑visualization practices; champion data quality, validation, lineage, and documentation standards</li><li>
Build evaluation packages (offline benchmarks, A/B or holdout tests) to demonstrate efficacy, reliability, and fairness; communicate results and go/no‑go decisions; stay current on AI/ML and act as an internal SME</li></ul><p><b>
Required Qualifications, Capabilities, and Skills</b></p><ul><li>
Advanced degree (MS or PhD) in a quantitative/STEM discipline or equivalent industry experience</li><li>
Commercial experience applying advanced analytics to high‑impact use cases (e.g., semantic search, information extraction, question answering, personalization, classification, recommendation, forecasting)</li><li>
Proficiency in Alteryx, SQL, Python, and BI tools to automate data solutions and flexible reporting</li><li>
Solid grounding in ML fundamentals and practical implementations (e.g., time‑series analysis, clustering, decision trees, deep learning)</li><li>
Strong knowledge of NLP, language modeling, prompt engineering, and domain adaptation for LLM applications</li><li>
Track record of taking solutions from prototype to production, including structured testing with defined success criteria and change‑controlled implementation</li><li>
Ability to communicate to technical and non‑technical audiences</li></ul><p><b>
Preferred Qualifications, Capabilities, and Skills</b></p><ul><li>
Experience in performance attribution or trading/decision analytics; front‑office finance experience</li><li>
Familiarity with incorporating unstructured data into portfolio analytics and product development</li><li>
Knowledge of the alternative data landscape</li><li>
CFA designation or progress toward it</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>
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>

Trade & Working Capital - Portfolio Analytics Development Lead - Vice President

<div><b>JOB DESCRIPTION</b><div><br>
<div><div><div><div><div><p>We are seeking an energetic team member to help develop and execute annual audit plans, manage audit engagements, oversee and perform audit testing!</p>
<p>As a Technology Audit Manager within Commercial and Investment Banking, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. this will support the Payments Technology and Chief Data and Analytics Audit team within Commercial and Investment Banking.
</p><p>Job responsibilities</p>
<ul><li>Participate in audit engagements from planning to reporting</li>
<li>Partner with colleagues and stakeholders to evaluate, test and report on the design and operating effectiveness of management&rsquo;s controls</li>
<li>Communicate audit findings to management and identify opportunities for improvement</li>
<li>Create and maintain collaborative working relationships with stakeholders, while providing independent challenge</li>
<li>Contribute to a collaborative working environment with team members and peers, supporting a culture that encourages integrity, respect, excellence and innovation</li>
<li>Stay up to date with evolving industry and regulatory developments
</li><li>Find ways to drive efficiencies in audit process through automation</li>
</ul><p>Required qualifications, capabilities and skills</p>
<ul><li>7+ years of internal or external auditing experience, or relevant business experience</li>
<li>Bachelor's degree (or related financial experience) in Technology, Accounting, Finance, or related discipline</li>
<li>Understanding of internal control concepts with the ability to evaluate and determine the adequacy of control design and operating effectiveness in an integrated manner</li>
<li>Ability to effectively and efficiently execute audit testing and complete audit work paper documentation</li>
<li>Adaptable to changing business priorities and ability to multitask in a constantly changing environment</li>
<li>Excellent verbal and written communications skills</li>
<li>Great interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners</li>
</ul><p>Preferred qualifications, capabilities, and skills</p>
<ul><li>Related professional certification such as CISA, CISSP, or CIA</li>
<li>Business knowledge of payments products.
</li><li>Knowledge of application controls, code reviews, data analytics, cyber security controls, mainframe controls, cloud design and controls, and/or distributed technologies</li>
<li>Enthusiastic, self-motivated, interest in learning, effective under pressure and willing to take personal responsibility/accountability</li>
</ul></div></div></div></div></div></div><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>
<div>
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><div><br>
<br>
</div><div>The Audit department provides independent assessments to evaluate, test and report on the adequacy and effectiveness of our governance, risk management and internal controls. The team&rsquo;s priorities are focused on strong governance, transparency, strategic engagement, and fostering a diverse and inclusive culture that develops our talent.</div></div>

Tech Audit Manager - Commercial Investment Banking Technology

<div><b>JOB DESCRIPTION</b><p><br>
Where strategy meets execution: capital, liquidity, and Basel expertise that accelerates performance and growth.</p><p>
As a Financial Resource Management Lead within Trade &amp; Working Capital, you will lead balance sheet enhancement initiatives to improve capital efficiency, liquidity positioning, and liability structure across the global Trade &amp; Working Capital portfolio.
</p><p><b>Job Responsibilities</b></p><ul><li>
Set the capital, liquidity, and liability agenda for Trade &amp; Working Capital; deliver initiatives that lift risk‑adjusted returns and balance sheet efficiency in line with firm targets</li><li>
Run balance sheet forecasting and planning, producing multi‑year asset, liability, capital, and liquidity projections with scenario analysis to guide strategic planning and budgets</li><li>
Oversee funding and credit cost performance through partnership with Treasury on FTP/LP, track funding spreads and market pricing, and work with Risk/Finance on provisioning and understanding expected credit loss outcomes</li><li>
Provide capital and liquidity impact assessments for distribution activities and ensure structures align with portfolio and resource objectives</li><li>
Build performance dashboards and KPIs to manage returns, capital usage, liquidity ratios, and funding costs); identify trends and drive targeted actions</li><li>
Lead cross‑functional forums with Treasury, Finance, Risk, Product, and Sales; present recommendations to senior leadership on capital deployment and balance sheet choices</li><li>
Act as internal/external SME on Basel interpretation for trade products; engage with trade associations and regulators to deliver business‑specific industry feedback</li></ul><p><b>
Required qualifications, skills and capabilities</b></p><ul><li>
Bachelor&rsquo;s degree required or equivalent industry experience</li><li>
Extensive experience in financial resource management, treasury, capital planning, or balance sheet management in banking</li><li>
Deep knowledge of regulatory capital and liquidity (Basel III/IV, RWA, LCR, NSFR) and return metrics</li><li>
Strong understanding of trade and working capital products (SCF, receivables, documentary trade, lending)</li><li>
Advanced modelling, forecasting, and analytics; familiarity with FTP, stress testing, and provisioning methodologies</li><li>
Proven cross‑functional leadership and senior stakeholder influence; excellent written and verbal communication</li></ul><p><b>
Preferred qualifications, skills and capabilities</b></p><ul><li>
Advanced degree (MBA, MSF) or credential (CFA, FRM)
</li><li>Experience in global portfolio, business management, or treasury roles within banking settings</li><li>
Liability and balance sheet structuring expertise in trade finance or commercial lending</li><li>
Funding cost/FTP proficiency; awareness of deposit dynamics and wholesale markets</li><li>
Multi‑year balance sheet modelling with regulatory and macro scenarios</li><li>
Industry engagement (e.g., ICC, BAFT, IIF) and contribution to regulatory consultations</li><li>
Track record leading complex change with strong governance and controls; multi‑region experience
</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>
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>

Trade & Working Capital - Global Portfolio Management - Financial Resource Management Lead - Executive Director

<div><b>JOB DESCRIPTION</b><p><br>
Join JPMorgan Chase&rsquo;s Firmwide P&amp;A Transformation and Innovation organization and help shape the future of planning and analysis. In this exciting role, you&rsquo;ll translate complex planning processes into scalable Anaplan solutions that improve quality and efficiency. You will partner closely with P&amp;A teams, product development, and stakeholders to drive adoption, deliver value, and continuously enhance our capabilities. Grow your expertise in enterprise planning technology while making a tangible impact across the firm!</p><p>
</p><p><b>Job Summary:</b>
</p><p>As an Anaplan Solution Delivery Vice President in the Anaplan Solution Delivery team within the Firmwide P&amp;A Transformation and Innovation organization, you will collaborate with internal clients across the Planning &amp; Analysis community with responsibility to turn their planning needs into well-designed Anaplan solutions. You&rsquo;ll own a client portfolio, coordinating / managing requirements, testing, training, and implementation to ensure high-quality delivery and strong user adoption. This is an individual contributor role that offers significant ownership, exposure, and opportunities to influence firmwide planning processes.</p><p><b>
Job Responsibilities:</b></p><ul><li>
Own and build relationships with P&amp;A clients as a trusted partner that understands their processes and pain-points.</li><li>
Document client use-cases and translate them into clear, written Anaplan model and UX specifications.</li><li>
Partner with Product Development to refine requirements, clarify edge cases, and align on release plans.</li><li>
Project manage solution implementations and feature updates, coordinating timelines and stakeholders.</li><li>
Maintain feed development efforts, maintain and prioritize backlogs of features and bug fixes in JIRA and the JPMC Feature Request Tool.</li><li>
Create intelligent test plans, execute functional testing, and coordinate user acceptance testing of Anaplan model and UX updates.</li><li>
Document test outcomes and traceability to requirements to ensure quality and compliance with acceptance criteria.</li><li>
Train P&amp;A users on new products and features, sharing tips and best practices to drive adoption and proficiency.</li><li>
Support clients in implementing Anaplan solutions into business processes, including process re-engineering and continuous improvement.</li><li>
Troubleshoot data, logic, and UX issues; triage and escalate with Product Development teams as needed.</li><li>
Maintain solution documentation, playbooks, user guides, and videos; contribute to change management presentations, demos, and other communications.</li></ul><p><b>
Required Qualifications, Capabilities, and Skills:</b></p><ul><li>
6 plus years of relevant experience with a bachelor&rsquo;s degree in business, finance, or data science; or 4 years with a master&rsquo;s degree.</li><li>
Excellent in-person, virtual, chat, email, and presentation communication skills with individuals and groups, adapting style to audience.</li><li>
Understanding of standard financial forecasting, planning, and budgeting processes across varied organizations.</li><li>
Strong relationship-building skills with P&amp;A professionals; ability to understand and speak their language.</li><li>
Foundational project management skills: planning, scheduling, risk, resource and stakeholder management, performance monitoring.</li><li>
Ability to translate business use cases into clear, testable technical requirements for technology products.</li><li>
Test planning and execution skills to validate that tools implement specified calculations correctly.</li><li>
Ability to perform standard calculations and manipulations used in P&amp;A budgeting and forecasting.</li><li>
Experience using the Anaplan platform as an end-user.</li><li>
Proficiency with Microsoft Office suite: Excel, PowerPoint, Teams, and Outlook.</li></ul><p><b>
Preferred Qualifications, Capabilities, and Skills:</b></p><ul><li>
3 plus years experience in Planning &amp; Analysis.</li><li>
3 plus years in technology product management and/or business analyst type roles.</li><li>
3 plus years using data wrangling tools such as Alteryx or SQL for reconciliations and validations.</li><li>
Anaplan Level 1 Model Builder certification or higher and/or hands-on experience building Anaplan models.</li><li>
Strong skills with Atlassian JIRA, including building customized in-tool reporting.</li><li>
Knowledge of and experience with Agile development.</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>

Anaplan Solution Delivery - Vice President

<div><b>JOB DESCRIPTION</b><div><br>
This is a high visibility role responsible for working on client-facing features across digital channels, the Chase mobile app, and advisor/branch tool-sets.</div><div>
</div><p>As an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the Wealth Management business lines. The role will partner with other product teams, designers, and technology teams across JPM WM and the broader JPM Chase organization to deliver an intuitive, controlled, and seamless experience for all JPM WM clients and advisors. The ideal candidate is comfortable working on large-scale initiatives, connecting dots across product lines, and conducting deep analysis to recommend solutions supported by data.</p><p>
</p><p></p><p><b>Job Responsibilities:</b></p><ul><li>
Serve as the initial contact between our business and technology partners to triage new features and enhancement requests, ensure clear understanding of the desired business objective, and how the new functionality supports firm wide business strategies</li><li>
Conduct requirement-elicitation meetings with appropriate teams to understand the context of critical stakeholder needs, pain points and business impact</li><li>
Engage with Tech Architect to determine architectural impact to Platform and identification of potential impact to other Platforms</li><li>
Participate in preparation tasks for prioritization through Agile planning methods and work with Product Owner to make recommendations into final prioritization decisions</li><li>
Adopt usage of processes and tools for appropriate documentation of the business problem, use cases, user stories, current state (As-Is) and target state (To-Be) processes</li><li>
Lead partnership with Quality Assurance to drive functional end-to-end testing across all channels (web, mobile). Drive the prioritization of any defects found and work with technology on the resolution</li><li>
Lead release coordination and planning</li><li>
Develop expert level knowledge of current state platform and help with solutioning the target state.</li><li>
Provide key input in build out of multi-year product roadmap and translate product strategy into defining actionable deliverables</li><li>
Provide key input in defining the OKRs by partnering with cross functional leaders</li><li>
Proactively analyze data and leverage data-driven experimentation and measurement frameworks to ensure that key results are on-track</li><li>
Generate ideas for continuous improvement and process improvements to promote productivity, efficiency, and increased collaboration across multiple scrum teams</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li>
2-5 years of product management or business analyst experience with a strong analytical background; project management experience a plus</li><li>
Experience in Payments, cash/asset transfer, or related field</li><li>
Experience working closely with user experience designers and software engineers</li><li>
Experience with Adobe Analytics or any web analytics tool is a plus</li><li>
Work in environment with a high level of ambiguity and ability adapt accordingly</li><li>
Execution focused and able to organize, prioritize and manage multiple streams of work simultaneously</li><li>
Strong partnership record and ability to build effective business relationships required to leverage parts of the organization when needed</li><li>
Strong verbal communication and presentations skills - the ability to write clearly with a high level of sophistication and detail</li></ul><p>
</p><p><b>To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase &amp; Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).</b></p>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><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><p></p><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></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Associate Product Manager

Verisk

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 We are seeking a highly analytical and business-minded Financial Planning &amp; Analysis professional to play a critical role in driving financial visibility and strategic decision-making within a high-growth Insurtech organization. This role partners closely with Accounting, Sales, Operations, and executive leadership to deliver accurate financial reporting, insightful performance analysis, and data-driven recommendations across the business. The ideal candidate thrives in fast-paced SaaS environments, brings deep expertise in P&amp;L management, forecasting, and financial modeling, and is passionate about transforming complex data into clear, actionable insights. This position offers the opportunity to directly influence pricing strategy, forecasting accuracy, and long-term growth through disciplined financial analysis and modern BI and automation tools.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Financial Close &amp; Performance Analysis
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Own and support the monthly close financial analysis process, partnering closely with Accounting to ensure accurate reporting
  </li>
  <li>
   Analyze monthly results and provide detailed variance analysis vs. budget, forecast, and prior periods
  </li>
  <li>
   Maintain deep visibility into the company P&amp;L, identifying key drivers of revenue, gross margin, and operating expenses
  </li>
  <li>
   Build and maintain executive-level reporting packages and financial dashboards
  </li>
  <li>
   Ensure reporting and analysis align with GAAP accounting principles
  </li>
  <li>
   Implement process improvements in financial close and reporting to enhance operational efficiency, standardize workflows and strengthen reporting accuracy
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Budgeting, Forecasting &amp; Financial Modeling
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support the development of annual operating plans, budgets, and rolling forecasts
  </li>
  <li>
   Build and maintain robust financial models to evaluate business performance and future growth
  </li>
  <li>
   Develop scenario and sensitivity analyses to support strategic planning
  </li>
  <li>
   Partner cross-functionally with Sales, Operations, and Leadership to understand financial drivers
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Pricing &amp; Unit Economics
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Conduct pricing and margin analysis across products, customers, and segments
  </li>
  <li>
   Analyze SaaS unit economics including ARR, gross margin, CAC, and contribution margin
  </li>
  <li>
   Support pricing strategy through data-driven modeling and financial insight
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Data &amp; Business Intelligence
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Build advanced Excel models and automate reporting where possible
  </li>
  <li>
   Develop Power BI dashboards to provide real-time visibility into financial and operational performance
  </li>
  <li>
   Leverage AI tools and data automation to improve financial analysis and decision support
   <br/>
   <br/>
  </li>
 </ul>
 Present insights and recommendations clearly to leadership using
 <strong>
  PowerPoint
  <br/>
  <br/>
 </strong>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field
  </li>
  <li>
   3&ndash;6+ years of experience in FP&amp;A, corporate finance, investment banking, consulting, or high-growth tech/SaaS finance
  </li>
  <li>
   Strong understanding of P&amp;L management and GAAP accounting fundamentals
  </li>
  <li>
   Expert-level Excel skills (financial modeling, complex formulas, data analysis, large datasets)
  </li>
  <li>
   Experience building financial models and forecasting frameworks
  </li>
  <li>
   Experience with Power BI, Tableau, or similar BI tools
  </li>
  <li>
   Strong proficiency with PowerPoint for executive presentations
  </li>
  <li>
   Familiarity with AI tools, automation, or data analytics is a strong plus
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What Defines Success In This Role
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Exceptionally analytical and data-driven
  </li>
  <li>
   Able to move quickly from data &rarr; insight &rarr; recommendation
  </li>
  <li>
   Naturally curious and proactive in identifying financial trends and risks
  </li>
  <li>
   Comfortable working in fast-paced, high-growth SaaS environments
  </li>
  <li>
   High attention to detail while maintaining strong business judgment
  </li>
  <li>
   Strong communicator who can translate complex financial information into clear insights for leadership
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 For over 50 years, Verisk has been the leading data analytics and technology partner to the global insurance industry by delivering value to our clients through expertise and scale. We empower communities and businesses to make better decisions on risk, faster.
 <br/>
 <br/>
 At Verisk, you'll have the chance to use your voice and build a rewarding career that's as unique as you are, with work flexibility and the support, coaching, and training you need to succeed.
 <br/>
 <br/>
 For the eighth consecutive year, Verisk is proudly recognized as a Great Place to Work&reg; for outstanding workplace culture in the US, the fourth consecutive year in the UK, Spain, and India, and the second consecutive year in Poland. In addition, we&rsquo;ve been recognized by The Wall Street Journal as one of the Best-Managed Companies and by Forbes as a World&rsquo;s Best Employer, testaments to the value we place on workplace culture.
 <br/>
 <br/>
 We&rsquo;re 7,000 people strong. We relentlessly and ethically pursue innovation. And we are looking for people like you to help us translate big data into big ideas. Join us and create an exceptional experience for yourself and a better tomorrow for future generations.
 <br/>
 <br/>
 <strong>
  Verisk Businesses
  <br/>
  <br/>
 </strong>
 Underwriting Solutions &mdash; provides underwriting and rating solutions for auto and property, general liability, and excess and surplus to assess and price risk with speed and precision
 <br/>
 <br/>
 Claims Solutions &mdash; supports end-to-end claims handling with analytic and automation tools that streamline workflow, improve claims management, and support better customer experiences
 <br/>
 <br/>
 Property Estimating Solutions &mdash; offers property estimation software and tools for professionals in estimating all phases of building and repair to make day-to-day workflows the most efficient
 <br/>
 <br/>
 Specialty Business Solutions &mdash; provides an integrated suite of software for full end-to-end management of insurance and reinsurance business, helping companies manage their businesses through efficiency, flexibility, and data governance
 <br/>
 <br/>
 Catastrophe and Risk Solutions &mdash; provides risk modeling solutions to help individuals, businesses, and society become more resilient to catastrophic events.
 <br/>
 <br/>
 Marketing Solutions &mdash; delivers data and insights to improve the reach, timing,relevance, and compliance of every consumer engagement
 <br/>
 <br/>
 Life Insurance Solutions &ndash; offers end-to-end, data insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.
 <br/>
 <br/>
 Verisk Maplecroft &mdash; provides intelligence on sustainability, resilience, and ESG, helping people, business, and societies become stronger
 <br/>
 <br/>
 Verisk Analytics is an equal opportunity employer.
 <br/>
 <br/>
 Verisk invests in a benefits package for all employees that includes the following: Health Insurance, a Retirement Plan, Disability benefits, and a Paid Time Off program. We offer a competitive total rewards package that includes base salary determined based on role, experience, skill set, and location.
 <br/>
 <br/>
 All members of the Verisk Analytics family of companies are equal opportunity employers. We consider all qualified applicants for employment without regard to race, religion, color, national origin, citizenship, sex, gender identity and/or expression, sexual orientation, veteran's status, age or disability. Verisk&rsquo;s minimum hiring age is 18 except in countries with a higher age limit subject to applicable law.
 <br/>
 <br/>
 https://www.verisk.com/company/careers/
 <br/>
 <br/>
 Unsolicited resumes sent to Verisk, including unsolicited resumes sent to a Verisk business mailing address, fax machine or email address, or directly to Verisk employees, will be considered Verisk property. Verisk will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.
 <br/>
 <br/>
 Verisk Employee Privacy Notice
 <br/>
 <br/>
</div>


Financial Analyst

Explore 146+ Sr partner development specialist financial services industry banking and payments amer industry partner solutions in Jersey City this March. Find roles across top companies and apply now to boost your career.