What are the responsibilities and job description for the Wholesale Lending Services Finance and Business Management, Executive Director position at JPMorganChase?
Job Description
Join a high-impact team that turns data into decisions for Wholesale Lending Services. You will shape strategy, elevate transparency, and partner with senior leaders to execute end to end
As a Wholesale Lending Services Finance and Business Management within our Finance team, you will lead a team that clarifies performance, financials, and capacity across WLS. You’ll partner closely with Operations, Finance & Business Management, and Data & Analytics to deliver executive-ready analysis and reporting. Your work will strengthen financial controls, enhance forecasting, and inform strategic decisions that impact clients and the firm
Job Responsibilities
JPMorganChase, 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 Team
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.
Join a high-impact team that turns data into decisions for Wholesale Lending Services. You will shape strategy, elevate transparency, and partner with senior leaders to execute end to end
As a Wholesale Lending Services Finance and Business Management within our Finance team, you will lead a team that clarifies performance, financials, and capacity across WLS. You’ll partner closely with Operations, Finance & Business Management, and Data & Analytics to deliver executive-ready analysis and reporting. Your work will strengthen financial controls, enhance forecasting, and inform strategic decisions that impact clients and the firm
Job Responsibilities
- Serve as a strategic advisor to WLS and F&BM leadership, shaping and communicating strategy, projections, and trends through executive-level presentations
- Design monthly and quarterly business and financial reporting packages that convey results clearly and succinctly for varied audiences
- Coordinate deliverables across business management, finance, operations, and product teams to support priorities and transformation initiatives
- Analyze complex datasets to produce insights and executive-ready narratives; translate analysis into clear presentations (e.g., PitchPro )
- Partner on budgeting and forecasting for headcount and direct expenses in alignment with strategic goals
- Build and enhance capacity models across WLS functions; support activity-based costing to enable accurate allocations and client profitability insights
- Strengthen financial controls and data integrity to enable confident, timely decision-making by senior stakeholders
- Bachelor’s degree in Business, Finance, Economics, or related field; MBA preferred
- Significant experience leading diverse teams and cross-functional initiatives in business management, operations, or consulting
- Advanced presentation and storytelling skills, simplifying complex topics for executive audiences
- Strong analytical skills with experience turning large datasets into actionable insights; high attention to detail and logical problem-solving
- Excellent project management, prioritization, and time management skills in fast-paced environments
- Demonstrated ability to build strong partnerships and influence stakeholders at all levels; outstanding written and verbal communication skills
- Self-starter with a high degree of ownership and independence, driving outcomes with quality and speed
- Experience with capacity modeling and activity-based costing in lending or financial services operations
- Proficiency with executive presentation tools and data visualization; comfort creating executive-ready materials (e.g., PitchPro )
- Background in wholesale lending or credit operations, with knowledge of performance metrics and cost drivers
- People leadership experience focused on coaching, development, and building high-performing teams
JPMorganChase, 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 Team
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.
Salary : $156,750 - $235,000