In this role, you'll drive innovation in research strategy and financial reporting, focusing on liquidity and interest rate risk. Reporting directly to the Consumer and Community Banking Treasurer, you'll craft a strategic vision and roadmap, delivering tangible benefits to Consumer and Community Banking and Treasury and Chief Investment Office.
As the Managing Director, Consumer and Community Banking (CCB) Treasury Deposits Lead at JPMorgan Chase, you will oversee the balance sheet management of a $1 trillion retail deposit portfolio, focusing on liquidity and interest rate risk. This role requires a seasoned executive capable of navigating a large organization to drive results and impact. You will lead a team of seasoned professionals, collaborating with a wide range of partners to deliver on your vision. Key stakeholders include the heads of the line of businesses, Treasury, and Finance, and so the role requires excellent executive communication skills. Your vision and expertise will be instrumental in shaping the future of our balance sheet.
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Job Responsibilities:
- Develop a strategic vision and roadmap for the future state of CCB Treasury Deposits.
- Oversee the team's work on valuation and pricing, liquidity modeling, FTP analytics, allocation, forecasting, and peer bank balance sheet analytics.
- Drive the research agenda around retail industry deposits, customer analytics, market share, and other retail deposit themes, along with the associated data and platform strategy.
- Partner effectively with Finance, Treasury, Risk, and other stakeholders.
- Lead senior-level discussions and produce executive-level materials to communicate the team's work.
- Manage a team of experienced professionals.
- Lead and develop training programs to upskill the organization around deposits and treasury concepts.
Required qualifications, capabilities and skills:
- 15+ years of experience in Treasury or the finance/banking industry.
- Proven ability to deliver results in a large and networked organization, navigating across various groups at JPMorgan Chase (Treasury/Chief Investment Office, Corporate and Line of Business Finance, Risk, Product and other business stakeholders, Tech, Data, etc.) - building relationships, understanding user needs, generating buy-in, and executing against priorities.
- Intellectual leader with the technical depth needed to hire and guide quants for balance forecasting, pricing optimization, valuation, and novel analytics, while guiding data and platform strategy.
- Strong, clear, and concise written and verbal communication skills with the ability to prepare executive-level presentations for internal and external audiences.
- End-user focused, with a commitment to designing analytics and reporting that meet stakeholder needs.
- Seasoned organizational leader capable of developing a vision and building and leading a team of seasoned leaders.
Preferred qualifications, capabilities and skills:
- Deep knowledge of retail deposits, macroeconomics, rates, interest rate risk, Fed balance sheet, bank balance sheet regulations, and corporate finance.
- Planning & Analysis experience, with the ability to explain complex topics simply and keep track of a wide range of forecasts and sensitivities.
- Technically focused advanced degree.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.