Vice President - Financial Planning & Analysis in Wealth Management

Financial Planning & Analysis- Vice President

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Vice President – Wealth Management Finance & Business Management in the Wealth Management Finance & Business Management team, you are responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. 

Job Responsibilities 

• Functionally adept in understanding Fee & Market movements– experience in wealth management businesses in a banking environment is a strong plus. 
• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, and formulating annual operating plans. 
• Collaboration: Partner with CFOs and Product Heads within CCB on reporting, business cases, and bespoke analysis to drive business performance. 
• Executive Communication: Prepare and deliver executive-level presentations and reports, clearly communicating complex analytical findings in simple, easy-to-infer outcomes. 
• Team Leadership: Manage and mentor a high-performing team of 25+ analysts, associates, and VPs, fostering a culture of innovation, collaboration, and continuous improvement. 
• Continuous Improvement: Promote intellectual curiosity and stay abreast of emerging trends in finance, rate environment, and data sciences. 

• Support and enable the CFO of Wealth Management & India Head of Banking and Wealth Management on leadership deliverables. 

   

Required Qualifications, Capabilities, and Skills 

• Chartered Accountant / CFA / MBA (Finance) (or similar educational background) with 14+ years of post-qualification experience. 
• Strong financial analytical skills – fusion of finance and data capabilities. 
• Strong team management skills with experience in managing VP/Associate-level populations. 

 

Preferred Qualifications, Capabilities, and Skills 

• Experience managing medium-to-large financial analysis teams. Background in Data Science is a strong plus; experience in SQL, SAS, Python, and Tableau is an advantage. 
• Background in fintech, banking, asset management, or consulting firms. Experience with data sciences a plus. 
• Experience in the banking industry preferred. Excellent communication and partnering skills. 
• Ability to multi-task and work autonomously within a team environment. Ability to research issues/problems and provide a solution-based approach

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 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.

Experience Level

Executive Level