Business Management Associate - Private Bank

JPMorgan Chase · Miami

The International Private Bank Platform Business Management Team is part of JPMorgan Private Bank within the Asset & Wealth Management (AWM) line of business, serving ultra and high net worth team members globally. Our goal is to help these affluent clients optimize their wealth, after taxes and across generations. We partner with the Latin America Private Bank Leadership Team and support the Global Families Group, which covers Private Bank clients in Europe, Asia and Canada from the US. Acting as a trusted advisor and COO to regional and market leadership, we execute business priorities in coordination with functional partners (e.g. Products/Solutions, Legal, Risk, Compliance, Technology, Operations, Client Service, Program Management, Controls, Audit) across the organization. The business management team is involved in all facets of the business, including business/product development, sales management, performance reporting, data management and issue/risk management.

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

Job responsibilities

Understand the International Private Bank's business priorities and participate in collaborative initiatives to simplify, improve, and add value to business processes in support of business goals and objectives.
Partner with business-aligned functional areas (Controls, Client Service, Client Operations, Finance, Supervisory Management, Risk, Compliance, Legal) to drive process improvements and change initiatives impacting the region.
Ensure business adherence to policies and procedures through monitoring and testing.
Engage with the front-office, support, and control functions to understand root causes of recurring issues, coordinate remediations, and optimize processes and controls.
Identify key business risks on the platform and drive resolution of mitigating controls.
Maintain a strong control environment; support audit, regulatory, and compliance reviews and deliverables, helping drive specific action plans.
Project manage effectively; respond promptly to executive ad-hoc requests for project management, presentations, and business analysis, managing key workstream deliverables and tasks within larger projects.
Organize complex information in a strategic and compelling way; create effective management presentations, reports, and dashboards, demonstrating strong design skills and expertise in Excel and PowerPoint techniques.
Prepare meeting materials for business management, senior leadership, and front-office training sessions.
Communicate effectively with key business partners to understand projects and drive next steps.
Maintain internal resources and documentation on collaboration sites (e.g., SharePoint).

Required qualifications, capabilities and skills

Bachelor’s degree
2+ years of relevant experience
Strong proficiency in Microsoft Office (particularly MS Excel and PowerPoint)
Excellent organizational, analytical and project management abilities
Outstanding written and oral communication skills
Tenacity to resolve issues and conflicts with a sense of urgency
Ability to multitask and organize work to meet deadlines across multiple projects and stakeholders
Self-motivated and able to work with a high degree of independence
Strong time management and prioritization skills
Proven track record of delivering timely, high-quality presentations
Attention to detail and focus on design excellence

Preferred qualifications, capabilities and skills

Educational background in Business, Finance or Economics major or equivalent experience in wealth management/financial services
Prior experience in Business Management, Project Management or COO role
Automation skills (Python, Alteryx, Prompt Engineering, etc)

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’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.

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.

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’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Drive key strategic initiatives, manage business risk, and optimize front-office processes for the International Private Bank platform.

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