Job Description

Job Description

This is a Managing Director role based in New York, reporting to the Chief Financial Officer of Asset Management. 

As the Head of F&BM within our Asset Management Americas Client team, you will lead a team across New York, Columbus, and Brazil, with matrix oversight for team members in India, and supports all aspects of the Americas Client organization. Given the scale, complexity, and heightened regulatory and controls focus, the position drives a broad agenda across finance, sales management enablement, technology prioritization, and governance to support business growth and operational excellence.

Job responsibilities

• Partner with the Head of Americas Client and the Americas Client Management Team to run the business, including strategic growth initiatives, business objectives, and regular business reviews.
• Drive the finance agenda for the group, including budgeting, forecasting, capital management, expense management, efficiency initiatives, and headcount planning.
• Enhance internal sales management processes, including incentives, metrics, scorecards, and compensation frameworks.
• Own the technology agenda and prioritization in partnership with sales stakeholders, product owners, and the technology organization.
• Manage the controls framework, including establishing policies and procedures and coordinating with Control Management, Risk, Compliance, Legal, Audit, and regulators.
• Lead real estate strategy and logistics, including space planning to support long-term growth.
• Oversee vendor relationships in close partnership with Sourcing and Legal.
• Run and coordinate key cross-business initiatives (e.g., sales territory changes, new product launches, client roadshows).
• Represent Americas Client in internal forums (e.g., board meetings, technology prioritization discussions, governance/control forums) and in regulatory initiatives across JPMAM.
• Act as a leader, culture-carrier, and mentor across the broader AWM Finance & Business Management organization.
• Execute ad hoc initiatives as business needs arise.

Required qualifications, capabilities, and skills

• 10+ years of relevant experience in financial services and/or strategy; knowledge of Asset Management clients, products, and systems strongly preferred.
• Good interpersonal skills with the ability to collaborate and build partnerships at all levels of the organization.
• Proven experience leading teams in a fast-paced environment while managing multiple priorities simultaneously.
• Great project management and strategic planning capabilities, including influencing and teamwork skills.

• Great oral and written communication skills, including presentation skills and ability to “tell the story.”

   

• Advanced analytical skills with the ability to interpret and present complex data; high attention to detail.
• Mature, independent, highly organized, and self-motivated; strong team orientation.
• BA/BS degree required.

Preferred qualifications, capabilities, and skills

• MBA strongly preferred.
• Financial qualification (e.g., CFA, CPA, CIMA) strongly preferred.

About Us

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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