Chase ยท 5 months ago
KYC Operations Business Manager - Vice President
8181 Communications Pkwy Bldg B, Plano, TX, 75024, US
Full-time
Onsite
Mid, Senior Level
5+ years expChase is a leading financial services firm, and they are seeking a KYC Operations Business Manager - Vice President to support the Wholesale KYC Operations team. This role involves strategic budgeting, forecasting, and data analysis to enhance client onboarding processes and ensure alignment with senior management initiatives.
BankingFinancial Services
Responsibilities
Partner with WKO and CIB F&BM team to budget and forecast headcount and direct expenses
Participate in activity-based costing to allocate expenses across products and LOBs
Prepare executive presentations, packaging projections and performance trends into cohesive stories
Design management reporting packages to communicate business results transparently
Coordinate deliverables with business managers, finance, project managers, and other F&BM teams
Analyze large data sets to create impactful analysis for WLS strategy development
Create executive-level presentations using PitchPro+
Communicate directly with senior stakeholders, demonstrating strong professional presence
Collaborate with peers across business and staff areas to achieve goals
Influence colleagues at all levels in the business
Develop strong, positive relationships with business stakeholders
Qualification
Required
College degree
Minimum of 5 years of relevant experience in banking or Financial Services
Strong presentation skills and ability to tell the story on initiatives
Ability to work collaboratively and develop strong partnerships with multiple levels of employees
Strong oral and written communication skills
Ability to handle multiple priorities and produce successful results in a fast-paced environment
Ability to interpret and present complex data
Mature, independent, highly organized, self-motivated, and a team player
Strong PowerPoint and Excel skills required
Preferred
Ability to achieve goals without direct control over all resources
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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