Apply Now    

Asset & Wealth Management - Planning, Reporting & Analysis Expense Lead - Executive Director

Req #: 180017025
Location: Dallas, TX, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at


Business Description:

With Client Assets of $2.8 trillion, Asset & Wealth Management (AWM) is a global leader in investment advice and management.  Our clients include institutions and retail investors in Asset Management, high-net-worth individuals in the Private Bank and brokerage clients in JPMorgan Securities.


Department Description:

The AWM Central Finance Planning, Reporting and Analysis team supports the CFO and Executive Management of the AWM business. The team is responsible for reviewing all aspects of the business in an effort to develop analysis and provide insight on revenue, expense, profitability, investment performance, capital & balance sheet usage in order to provide senior management with meaningful recommendations to increase profitability and efficiency. Key deliverables include the consolidated monthly and quarterly management reporting packages, public reporting, planning, forecasting and analysis of business drivers.


The successful candidate will be responsible for all aspects of AWM expense and headcount planning and reporting.  This individual will manage a small central team and also drive a strong partnership across all AWM LOB expense teams, providing guidance on policy, procedures and controls globally across the entire AWM organization.  This individual will also identify opportunities to improve procedures and controls, and also implement best practices to create efficiency.  This individual will also lead AWM ad hoc projects and expense reviews.

  • 15+ years experience in a Finance function with excellent knowledge of expense policies and procedures
  • Experience managing a finance team
  • Bachelor's degree in Accounting, Finance, or related area
  • Detail oriented with superior knowledge of expense drivers
  • Excellent analytical skills and creative problem solving skills
  • Superior communications and interpersonal skills
  • Ability to articulate complex issues clearly
  • Ability to succeed in a fast-paced environment with rapidly evolving deliverables
  • Team player with ability to work across multiple global lines of business

Apply Now    
Link for schema

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.