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Asset & Wealth Management Investment Product Operations Business Manager - Senior Associate

Columbus, OH $105k - $145k/yr Full time Posted 18h ago

Job Description

Senior Asset & Wealth Management Operations Business Manager responsible for driving strategic initiatives, coordinating with HR and Finance, and advising executive leadership within Investment Product Operations.

Location: Columbus, OH (onsite) • Salary: USD 104,500 - 145,000 per year

Responsibilities

  • Serve as a trusted advisor to the Investment Product Operations leadership team and a broad set of product stakeholders.
  • Assist the lead business manager in communicating strategic priorities and tracking progress across initiatives.
  • Prepare and deliver accurate, clear, and professional presentations and reports for internal and external stakeholders.
  • Collaborate across the organization to execute on the people agenda.
  • Partner with HR to monitor open headcount status, funding, and overall staffing needs.
  • Coordinate with Finance to prepare budgets and forecasts, manage expenses, headcount reporting, and allocations.
  • Identify opportunities for cost optimization, organizational and operational design improvements, and thought leadership.
  • Plan and manage agendas, presentations, and follow-ups for management meetings, internal forums and town halls, and select client meetings; streamline processes and prep senior management for meetings (data, talking points, and presentations).

Requirements

  • Bachelor’s degree in Business, Finance, Economics, or a related field.
  • 5+ years of experience in or related to financial services strategy, business management, and/or financial planning.
  • Comfort with ambiguity, proactive and self-motivated, able to drive initiatives from ideation to completion.
  • Proven ability to influence and align diverse teams toward a common goal.
  • Excellent written, visual, and verbal communication skills, with strong PowerPoint proficiency.
  • Strategic thinking with the ability to develop solutions and present recommendations to business leaders.
  • Highly organized with solid project management experience, capable of prioritizing multiple tasks and deadlines.
  • Proficiency in Excel, PowerPoint, and data visualization tools (eg Tableau).
  • Strong analytical and problem-solving capabilities.

Technologies

  • PowerPoint
  • Excel
  • Tableau

Benefits

  • Base salary
  • Commission-based pay
  • Discretionary incentive compensation
  • Health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching

About JPMorganChase

JPMorganChase is a leading global financial institution with a history spanning more than 200 years, offering innovative financial solutions across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

Asset & Wealth Management delivers investment management and private banking solutions to individuals, advisors, and institutions, while Global Finance & Business Management focuses on capital strategy, growth, efficiency, financial reporting, and risk management to support sustainable results.

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