Client Onboarding & Servicing Business Manager - Associate
Sales & Business Development
Plano, TX, USA · Chicago, IL, USA
Join our dynamic team where you’ll leverage your analytical skills to shape strategic decisions and deliver meaningful financial insights. We value your ability to turn data into compelling stories and support senior leaders in achieving their goals.
As a COS Business Analytics & Insights Associate in Commercial Banking Finance & Business Management (F&BM), you play a pivotal role in supporting the Client Onboarding & Servicing (COS) organization. You will partner with senior leaders and cross-functional teams to deliver executive presentations, analyze business metrics, and drive strategic initiatives. Your work ensures visibility into key business drivers and empowers decision-making across the Commercial & Investment Bank (CIB).
Job Responsibilities
- Prepare executive presentations that synthesize financials and data into cohesive stories
- Design management reporting packages to communicate business results transparently and concisely
- Create executive-level presentations using PowerPoint PitchPro+
- Coordinate deliverables with business managers, finance, project managers, and F&BM teams
- Analyze large datasets, assess KPI trends, and develop impactful analysis to inform COS strategy
- Partner with COS and CIB F&BM to budget and forecast headcount and direct expenses
- Participate in activity-based costing processes to allocate expenses across lines of business
- Communicate effectively with all levels of the organization
- Collaborate and partner with peers across business and staff areas to achieve goals
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree
- Experience analyzing financial and operational data and translating insights into clear business narratives
- Advanced proficiency in PowerPoint and Excel, including building executive-ready presentations and reporting
- Strong verbal and written communication skills, with the ability to present to stakeholders at multiple levels
- Demonstrated ability to collaborate across teams and build effective working relationships
- Strong analytical judgment, problem-solving skills, and attention to detail
- Proven ability to manage multiple deliverables and perform effectively in a fast-paced environment
Preferred Qualifications, Capabilities, and Skills
- Experience with BI tools, databases, and SQL querying
- Ability to interpret and present complex data
- Strong relationship-building skills with business stakeholders
- Inquisitive personality with a passion for continuous improvement
**To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).**
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
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Drive impactful business insights and financial storytelling for Client Onboarding & Servicing (COS).