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Chase · 3 weeks ago

Commercial & Investment Bank- Client Onboarding Business Manager Executive Director

277 Park Ave, New York, NY, 10172, US

Full-time

Onsite

Senior Level, Lead/Staff

$176K/yr - $275K/yr

10+ years exp

Chase is a leading financial services firm, and they are seeking an Executive Director for Client Onboarding Business Management. In this role, you will partner with C-suite leaders to drive strategic initiatives and manage high-performing teams to ensure the successful delivery of complex business strategies.

BankingFinancial Services

Responsibilities

Partner with business to set strategy, objectives, targets, and track outcomes

Play a key role in building out the operational metrics framework and investment governance process across D&PS teams, including business case planning, approvals, and tracking

Assist with the People Agenda, Recruiting, Manager Excellence, and Recognition initiatives

Drive the agenda and preparation for Management Team meetings and Business Reviews

Manage various stakeholders with regular engagement across finance, control, and technology

Prepare communications such as town halls, video messages, and organization announcements

Manage Real Estate initiatives and help drive location strategy

Act as OBO for business expense approvals, including consultants, vendors, and infrastructure

Partner with business leaders and the financial management team to complete the annual budget and allocations process, including unit costing, cost to serve modeling, and benchmark studies

Forecast and reconcile workforce needs, including review of open positions, attrition, and location planning

Demonstrate professional presence with the ability to communicate directly with senior stakeholders, interact and influence colleagues at all levels, collaborate and develop strong partnerships, and exhibit independence, organization, self-motivation, and teamwork

Qualification

Financial Services experienceAdvanced PowerPoint skillsAdvanced Excel skillsData analytics knowledgePresentation skillsOral communication skillsWritten communication skillsTeamworkSelf-motivationOrganizational skills

Required

College degree required with 10+ years of relevant experience in the Financial Services industry

Excellent presentation skills and ability to tell the story for business

Demonstrate advanced PowerPoint and Excel skills

Demonstrate strong oral and written communication skills

Interact with multiple priorities and produce successful results in a fast-paced environment

Knowledge of data and analytics with the ability to present complex data sets

Partner directly with C-suite leaders and senior management to shape and execute enterprise-wide priorities, drive financial discipline, and lead transformational initiatives