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Wealth Management - U.S. Private Bank - Vice President - Client Service & Experience Data Analy[...]

Company: JPMorgan Chase & Co.
Location: Newark
Posted on: August 4, 2022

Job Description:

Wealth Management - U.S. Private Bank - Vice President - Client Service & Experience Data Analytics - Newark, DE -"Job Details" Newark, DE, United States Job Identification 210204940 Job Category Project Management Locations

  • 500 Stanton Christiana Rd, Newark, DE, 19713, US Posting Date 01/31/2022, 03:50 PM Job Schedule Full time Job Description JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank's client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia. Key Responsibilities:
    • Develop and maintain the business & data models for various business initiatives such as digital adoption, capacity management, client segmentation, and service transformation. Responsibilities include, but not limited to, to upgrade activity tracking tool, manage and perform activity studies, capture/integrate new activity data, enhance the capacity model accuracy, develop predicative capabilities, perform analyses and recommend business improvements
    • Enhance executive management reporting, a complex process with integrated three dimensions:(1) provide a wing-to-wing view of the business across key activities thru a simple and concise approach; (2) visualize business insights in a form of heads-up-display rather than thru a rear-view-mirror, and allow easy access; (3) streamline reporting process end-to-end, including preparation for executive/leadership business reviews
    • Develop CSX data strategy and solution towards strategic goals, the ultimate analytics foundation for executive reporting, advanced and predicative analytics. Responsibilities include, but not limited to, design and implement data mart, develop data visualization tool, collaborate with other key partners and stakeholders on WM wide strategic solutions
    • Support business and platforms transformation initiatives which will involve various in-depth analyses, such as client segmentation, business/service model redesign, deepening client relationship. Other Responsibilities:
      • Participate in collaboration with other WM functions to define desired client experience, develop client experience tracking capabilities, provide insights, especially on client interactions via the service/advisor platforms, and support deep dive on key issues and root causes
      • Partner with team members and other teams to enhance CSX analytics infrastructure and be hands on with the end-to-end processes; from idea generation, discover data needs/sources, perform analyses, to making recommendations Qualifications
        • 2-5 years analytics experiences in sales, service, tech, ops, or marketing
        • Proven expertise in turning data into actionable management information
        • Strong problem solving skills and exceptional attention to detail
        • Proven record of innovation and demonstrated intellectual curiosity
        • Strong communication skills, especially in interpretation of analytical findings
        • Advanced data mining skills using SQL, Python or other equivalent tools
        • Experience in data transformation tools, such as Alteryx/UiPath
        • Experience in data visualization tools, e.g., Tableau, QlikView / QlikSense
        • Team player with strong influencing skills
        • Experience with predictive or propensity modeling techniques is a plus
        • Advanced proficiency with Excel, Access and PowerPoint
        • Experience in work with IT to build analytics data requirements
        • Bachelor's degree in related field required, Master's degree preferred About Us JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. Equal Opportunity Employer/Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. 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. Page Wealth Management - U.S. Private Bank - Vice President - Client Service & Experience Data Analytics - Newark, DE - JPMC Candidate Experience page Careers loaded IMPORTANT NOTICE: PLEASE READ CAREFULLY BEFORE USING THIS WEBSITE

Keywords: JPMorgan Chase & Co., Newark , Wealth Management - U.S. Private Bank - Vice President - Client Service & Experience Data Analy[...], Executive , Newark, New Jersey

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