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JP Morgan Chase

Runs a consumer bank and an investment bank

Business Manager

Business OperationsConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USA$125k - $204kIn-person

About the Job

Requirements

  • Advanced proficiency in Outlook, Word, PowerPoint, and Excel, with the ability to quickly learn firm systems.
  • A proven track record of following up and driving tasks from initiation to completion.
  • At least 3 years of experience in the financial services industry.
  • A bachelor's degree.

Responsibilities

  • Demonstrate initiative in creating strategies for branch-level project execution and management initiatives.
  • Oversee and manage onboarding processes for new Financial Advisors, including day-one package delivery, client communications, and protocol adherence.
  • Take ownership of employee offboarding, ensuring proper distribution of a departing Financial Advisor’s book of business.
  • Collaborate with Business-aligned functional areas to develop strategies that enhance communication and drive efficiencies.
  • Identify and communicate efficiencies or inefficiencies to relevant leaders to support growth and development.
  • Work with Risk and Controls, Supervisory Management, Legal, and Compliance teams to resolve Advisor/Client issues and requests.
  • Design and implement communication strategies for key initiatives, ensuring effective updates from Business-aligned functional areas to local management and the front office.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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