JPMorgan Chase Executive Director – Treasury Strategy & Solutions Delivery - Corporate Client Banking - Commercial Bank in Chicago, Illinois
Executive Director – Treasury Strategy & SolutionsDelivery
Corporate Client Banking - Commercial Bank
JPMorgan Chase Overview
JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.
Commercial Banking offers clients the convenience and vast banking network of Chase, combined with the thought leadership and global financial capabilities of J.P. Morgan. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue ranging from $20 million to $2 billion. We provide a comprehensive set of financial products and services including credit, equipment finance, real estate finance, treasury services and access to the investment services of J.P. Morgan.
Commercial BankingTreasury Service
Treasury Services (TS) delivers cash management, trade, liquidity and commercial card capabilities that resolve the working capital and efficiency challenges treasury professionals face today. Our TS platform is recognized as among the best in the industry, and we are committed to investing in a seamless, global operating model that differentiates us in the market. As a leading provider of global treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their Treasury objectives.
Executive Director – TreasuryStrategy & Solutions Delivery
As Executive Director – Treasury Strategy & Solutions Delivery will engage with clients ($500 to $2 billion in revenues) to lead strategic discussions focused on structuring efficient technology solutions that will enable them to develop greater automation within their treasury operations by leveraging in-house technology platforms, third party solutions, and connectivity with J.P. Morgan.
This role will lead client and internal discussions around the following areas
Interviewing client staff (technology and business SME) about their existingtechnology framework to gain a detailed understanding of capabilities andlimitations (ex. Treasury Management Systems (TMS), Enterprise ResourcePlanning (ERP), A/P and A/R Platforms)
Developing compatible options on methods for connectivity and integrationwith the Bank for complex solutions (such as integrated payables and receivables)that interface with various banking products
For specific projects develop estimates for timelines, resource requirements,and approximate effort (man hours).
Provide input into the cost/benefit analysis for technology component inclient opportunities
Provide guidance on newer communication methods and integration protocols,such as API’s, industry standards (ISO XML, SWIFT, SEPA, etc), and proprietary formats
Partner with our product and strategy teams on product enhancements anddevelopment
The Solutions team is charged to work with client coverage team to establish a platform for consultative discussions resulting in complex Treasury solutions delivery that support the client's business goals while growing and retaining revenue for the bank.
Executive Director – Treasury Strategy & Solutions Delivery you may also be asked to promote J.P. Morgan’s thought leadership by speaking at industry conferences and client events as appropriate.
Responsibilities include,but are not limited to:
Structure innovative and customized technology solutions for our mostcomplex client needs that meet J.P. Morgan highest standards
Deliver to the client and relationship team high quality, persuasivedeliverables that enhances our value proposition and helps alleviate any technologyobjections or concerns clients may have
Keep current on the latest versions of technology platforms (ERP, TMS,FinTechs, etc.) and how they impact our clients
Participate in extensive client calling, mostly in the U.S., as requiredby the IPS, TMO and banker teams
Provide assistance with client preparation, including pre-callcoordination and discovery and post call follow-up and execution
Develop peer benchmarking and industry best practices and collaboratewith our marketing team to deliver client facing collateral associated to theseareas
Assist in training TMOs and bankers as required, on how best to positionJ.P. Morgan’s within a client’s technology environment
Manage issue reporting; risks, dependencies, and planning gaps to resolveissues
Practice Management - Continuously work to improve existing processes andprocedures while fostering the growth of junior team members
Requires a BA/BS degree preferably with some technical focus
Requires 7+ years of technical consulting (preferably in ERP/TMS orsimilar area), relationship management, and/ortreasury consulting or sales experience
Deep understanding of the technology aspects of cash management including;
Treasury Management (TMS),Enterprise Resource Planning (ERP), Accounts Payable and Receivable systems, andemerging Fintech platforms
Understanding ofconnectivity (SFTP, HTTPS, etc.) and communication (API, ISO XML, proprietaryformats)
Must possess strong leadership skills and be very proactive in approach
Demonstrate excellent executive skill set; strategic thinking,negotiation skills, verbal and written communication, time management, organizational,and influencing skills
Demonstrate success as a leader within a complex matrix environment:influential partner who can lead and mobilize internal and client technologyfunctions
Demonstrate strong oral and written presentation skills and ability topresent to large groups and executive management
Visible thought leader with the treasury technology community
Ability to work independently and with all levels of the organization tofacilitate the negotiation of critical technology matters on behalf of theclient relationship team
Demonstrate success managing a virtual team where success is achievedthrough influence vs. direct reporting relationship
Strong commercial judgment
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.