Business Initiatives Lead
J.P. Morgan
Are you passionate about delivering results and making a direct impact? As Business Initiatives Lead, you will be the hands-on project leader, responsible for executing key initiatives that advance Client360’s operational effectiveness and business engagement. Your focus will be on translating strategic plans into actionable initiatives, collaborating with product and technology teams to ensure timely and successful delivery.
As Business Initiatives Lead within Client360, you will be the hands-on project leader, responsible for executing key initiatives that advance Client360’s operational effectiveness and business engagement. Within Data, Digital and AI, you will work closely with business, engineering, and operations partners to implement data & AI enabled commercial solutions for business executives, team leaders and frontline bankers. You will monitor progress, resolve challenges, and provide feedback to optimize outcomes. Your role bridges strategy and execution, ensuring initiatives are practical, measurable, and aligned with Client360’s objectives.
Job Responsibilities
- Develops and executes strategic business initiatives for the Client360 Transformation, ensuring alignment with CIB-wide goals and broader organizational objectives.
- Oversees the planning, execution, risk management, and delivery of key business programs, including frameworks for process improvement, data quality, and operational efficiency.
- Leads business initiatives, from ideation and strategic development to implementation and continuous improvement, adapting to evolving business needs and managing risks to achieve growth targets.
- Coaches and mentors teams on best practices in business analysis, solution generation, stakeholder engagement, and change management, enabling effective delivery of objectives.
- Collaborates with engineering, operations, and business teams to maintain and enhance processes and platforms, ensuring scalability, reliability, and user-centricity.
- Defines the business experience for Client360, focusing on process optimization, data-driven insights, and stakeholder satisfaction.
- Oversees foundational business processes that support Client360.
- Drives continuous improvement by establishing and monitoring key performance indicators, ensuring initiatives deliver measurable business value and support long-term strategic goals.
- Leverages analytics, including machine learning and AI, to derive actionable business insights from integrated data and third-party sources, supporting comprehensive client profiles and improved decision-making.
- Understands the needs of internal teams and anticipates future requirements, collaborating with stakeholders across Markets, Payments, Global Banking, and the Private Bank to drive consistency and adoption of business initiatives.
- Utilizes business initiatives to deliver personalized client experiences, streamline operations, and enhance decision-making, while ensuring regulatory compliance and risk management.
Required qualifications, capabilities, and skills
- 8+ years of experience or equivalent expertise delivering business initiatives, projects, or transformation programs.
- Extensive knowledge of business process improvement, strategic planning, and data analytics.
- Proven ability to influence adoption of key business lifecycle activities including discovery, ideation, strategic development, requirements definition, and value management.
- Experience driving change within organizations and managing stakeholders across multiple functions.
- Proven track record of leading large-scale business integration and analytics projects.
- Strong understanding of business integration techniques, data governance, regulatory compliance, and operational risk management.
- Customer-centric mindset with the ability to prioritize and deliver what clients and stakeholders need.
- Demonstrated experience in leading cross-functional teams and managing stakeholders to drive business innovation.
- Excellent problem-solving skills and strategic thinking about business initiatives and their impact on organizational objectives.
- Strong communication and interpersonal skills, with the ability to articulate and present complex business concepts and insights to both technical and non-technical audiences.
- Experience with emerging technologies and best practices in business analytics and CRM.
Preferred qualifications, capabilities, and skills
- Prior experience working in a highly matrixed, complex organization.
- Extensive experience in business process management, CRM systems, or related fields within a financial institution.
- Advanced degree in Business, Data Science, or a related field.
- Clear experience in ensuring customers and stakeholders are engaged and positive about the initiatives delivered.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
Client360 is one of JPMorgan Chase Commercial & Investment Bank’s strategic pillars, building the future of our business, and unifying the data fabric of all client activity.




