About JPMorganChase Workplace Solutions (JPMWS)J.P. Morgan Workplace Solutions (JPMWS) has a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide.
Role SummaryAs a CRM Analytics Lead within the JPMorganChase Workplace Solutions Client Relationship Management team, you will turn data into executive-ready insights that drive decisions, accountability, and business performance. You will serve as a strategic thought partner to CRM leadership by framing problems, synthesizing complex inputs into clear narratives, and delivering high-quality leadership presentations for operating reviews, planning cycles, and client strategy discussions.
In parallel, you will build scalable reporting automation and KPI frameworks that improve speed, accuracy, and consistency. You will ensure leadership has a trusted, repeatable view of client health, revenue and growth, pipeline activity, and operational performance.
This role is ideal for a candidate who combines strong communication and stakeholder influence with hands-on technical capability (Python and/or VBA), advanced Excel skills, and strong executive storytelling through PowerPoint.
Key ResponsibilitiesExecutive & Client-Facing Presentations - Lead the development of executive-ready narratives and materials for senior leadership readouts, QBRs, planning sessions, and client strategy discussions, translating analysis into a clear "so what / now what."
- Create story-first decks that connect outcomes to drivers, risks/opportunities, and recommended actions; distill complex detail into crisp executive summaries.
- Apply strong visual standards (clean charts, message-led slide titles, appendix discipline) and ensure materials are accurate, aligned, and decision-useful.
- Manage end-to-end content development in a fast-paced environment: intake, storyline, analysis, drafting, reviews, and final production.
Business Management, Project Delivery & Governance- Own key CRM leadership rhythms (monthly/quarterly business reviews, leadership readouts, planning sessions): agenda setting, insight themes, content development, and follow-ups that drive actions and accountability.
- Partner with CRM leadership to structure ambiguous problems, define success measures, and translate priorities into executable workplans and milestones.
- Project manage cross-functional initiatives (process improvements, new tools/workflows, operating model enhancements), maintaining core artifacts (plans, RAID logs, decision logs, status updates) and driving timely escalation/decisioning.
- Influence stakeholders across CRM, client service, product, operations, and technology, ensuring alignment on definitions, outcomes, and delivery timelines.
Reporting Automation & Analytics- Build and maintain scalable reporting and KPI frameworks that enable leadership to understand performance, diagnose drivers, and take action (client health, revenue/growth, adoption trends, service metrics, pipeline).
- Develop repeatable analysis workflows and data pipelines using Python and/or VBA and Excel (Power Query / Pivot Tables), with strong documentation and controls.
- Perform ad hoc analyses to answer leadership questions, triangulating across sources, validating assumptions, and clearly communicating limitations and implications.
- Identify data quality gaps and drive alignment on source-of-truth, definitions, and governance to improve confidence in leadership reporting.
Risk, Controls & Continuous Improvement- Identify, escalate, and help mitigate operational risks related to reporting, data handling, and recurring deliverables; implement sustainable controls and documentation.
- Drive continuous improvement through simplification, standardization, and automation - reducing manual work and increasing transparency for stakeholders.
Required Qualifications, Skills & Capabilities- Bachelor's degree (Business, Finance, Analytics, Information Systems, or related field preferred).
- 5+ years of experience in business management, consulting, business transformation, strategy/ops, project management, or analytics in a fast-paced environment.
- Exceptional PowerPoint and executive communication skills: ability to build story-first decks, synthesize complex analysis into clear messages, and present recommendations to senior audiences.
- Strong problem structuring and stakeholder influence skills (hypothesis-driven approach, crisp writing, facilitation, and ability to drive alignment across partners).
- Advanced Excel skills (Pivot Tables, complex formulas, structured models) and demonstrated experience building repeatable reporting/automation using Python and/or VBA.
- High attention to detail, strong ownership mindset, and comfort operating in time-pressured, high-visibility situations.
Preferred Qualifications- Experience with data visualization tools (e.g., Tableau, Power BI) and/or Alteryx.
ABOUT USJPMorganChase, 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 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
ABOUT THE TEAMJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.
