JPMorgan Chase Commercial Banking - MMBSI Strategy & Innovation - Project Manager - Associate in Dallas, Texas

Commercial Banking (CB), one of JPMorgan Chase & Co’s four lines of businesses, provides a full range of services including lending, treasury services, investment banking, commercial card and asset management products to meet its clients’ domestic and international financial needs. Through a network of 125 offices and approximately 8,000 employees, CB serves over 19,000 clients nationally, including corporations, municipalities, financial institutions and not-for-profit entities, with annual revenue generally ranging from $20 million to $2 billion, and over 37,000 real estate clients, owners and investors. In 2015, with almost $170 billion in loans and almost $180 billion in deposits, CB generated revenue and earnings of $7.0 billion and $2.2 billion, respectively.

Within CB, Middle Market Banking & Specialized Industries (MMBSI) serves commercial and industrial U.S. clients with annual revenue generally ranging from $20 million to $500 million. We are committed to building the best commercial bank by helping our clients succeed and making a positive difference in our communities. We are on the path of becoming the best middle market and specialized industries bank in North America and are looking for talented individuals to join the MMBSI Strategy & Innovation team. The Project Manager is a highly visible position and will be filled by a candidate with exceptional drive and energy, who has solid analytical and financial skills, hands-on experience in banking, strategy and business development, strong verbal and written communications skills, and the organizational agility to influence decisions in a highly decentralized organization.

Position Summary:

The MMBSI Strategy & Innovation team is responsible for the development, organization and execution of strategic and tactical initiatives to grow and manage the business. Partnering closely with senior leaders and cross functional teams within MMBSI and across CB, the team helps drive key initiatives, continuous process improvement throughout all aspects of the business and ensures that MMBSI’s complex and evolving business runs smoothly. MMBSI Strategy & Innovation is part of the broader CB Business Management function within CB Finance.

As part of the team, the Project Manager will play a key role in MMBSI’s growth agenda by supporting key projects and initiates as well as managing certain ongoing business needs.

Role represents an excellent opportunity for candidates to:

• Gain level of visibility to MMBSI, CB Business Management and CB as a whole

• Be exposed to and influence the agendas of the leadership team

• Develop expertise in multiple functions and businesses across CB

• Advance to other roles in the MMBSI, CB, Global Finance or elsewhere in the organization

Primary Responsibilities:

Communication, organization and execution of strategic and tactical initiatives to grow and manage the business

  • Support the MMBSI Executive Committee, regional leadership, segment business managers on various initiatives related to business strategy, communications, technology, and reporting

  • Play a key role in driving banker and salesforce engagement in MMBSI initiatives

  • Represent and advocate for MMBSI in strategic Commercial Banking and cross LOB projects

• Drive and operationalize key initiatives

  • Assist in identifying the right resources, content experts and decision makers to complete projects and meet goals

  • Develop and manage overall project plans including, tasks, milestones, staffing and deliverables

  • Provide value-added support of ongoing business-specific requirements, such as sales enablement

  • Ensure projects are completed timely and in accordance with risk, compliance and legal standards

• Drive continuous process improvement throughout all aspects of the business

  • Leverage broad understanding of the business to identify opportunities for process improvement and enhanced efficiencies

  • Contribute to the development and implementation of best practices, project standards and procedures for MMBSI Business Management team

• Ensure complex and evolving business runs smoothly

  • Develop a strong understanding of systems, tools, data and reporting leveraged by the business

  • Work with MMBSI senior management to communicate business updates and organizational announcements

  • Prepare presentations and materials for senior management meetings, including Business Reviews and Town Halls

• Help drive overall CB Business Management agenda

  • Enhance the quality of our sales and client data

  • Deliver analytics and insight by leveraging best in class business intelligence, reporting resources and technology

  • Contribute to the development of the junior talent program


• 4+ years of relevant experience in banking, finance, strategy development, program management and/or business management or other similar role, preferably with knowledge of wholesale banking

• Knowledge of Commercial Banking, Treasury Services and/or Investment Banking

• Familiarity with internal J.P. Morgan wholesale banking systems (e.g. iBanker, Client Central, CKC)

• A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership

• Demonstrated high level of performance evidenced through annual reviews and recommendations

• Bachelor’s Degree required

Key Skills Required:

  1. Communications skills – Candidate must possess strong verbal and written communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas

  2. Execution and project management skills – Well-developed organizational skills to manage multiple projects and priorities. Scope projects and create workable project plans. Candidate must be self-directed with the ability to explore innovative ways to perform tasks in an efficient and timely manner. Must be proactive, high energy, detail and results-oriented, and willing to drive change. Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task

  3. Problem solving skills – Strong analytical capabilities coupled with the ability to identify trends and issues, gather and manipulate data, obtain consensus and implement change

  4. Technical and analytical skills – Able to produce accurate, error-free analysis. Understand business drivers and ensure the team’s analyses are thoughtful and sound

  5. Leadership and interpersonal skills – Candidate must have flexible work style and be able to interact and influence colleagues at all levels in the business. Able to collaborate with peer team members across business and staff areas at all levels.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.