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AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director

JP Morgan Chase

Finance Jobs

AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director

full-timePosted: Sep 9, 2025

Job Description

AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director

Location: Boston, MA, United States

Job Family: Strategy

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The AI in Operations Strategy and Transformation Office plays a pivotal role in advancing the firm's strategic goals by integrating artificial intelligence across its Operations teams. As the AI Portfolio Management & Executive Reporting Manager - Executive Director, you will be at the forefront of this cross-firm initiative, driving AI impact at scale to enhance efficiency, mitigate risks, and innovate within core banking functions such as payments, settlements, and client servicing. Based in our Boston, MA office, this role reports to senior leadership in Operations and offers the opportunity to shape the future of AI in one of the world's most influential financial institutions. In this executive-level position, you will oversee the end-to-end management of the AI portfolio, from ideation to implementation, ensuring alignment with JPMorgan Chase's broader digital transformation agenda. Key responsibilities include developing robust executive reporting mechanisms to communicate portfolio progress, challenges, and value delivered to C-suite stakeholders, including the COO and board committees. You will collaborate closely with technology, data science, and business units to identify high-impact AI use cases, such as predictive analytics for operational risks or natural language processing for compliance workflows, while navigating the complexities of regulatory landscapes like those governed by the SEC and FDIC. Success in this role demands a blend of strategic vision, technical acumen, and leadership prowess to foster a culture of AI adoption across Operations. You will lead governance forums, conduct ROI analyses, and partner with external AI innovators to keep JPMorgan Chase at the cutting edge of financial services technology. This position not only offers intellectual challenge and visibility but also the chance to contribute to transformative initiatives that redefine operational excellence in global banking.

Key Responsibilities

  • Lead the portfolio management of AI initiatives within the AI in Operations program, prioritizing projects based on strategic alignment and business impact
  • Develop and maintain executive-level reporting dashboards and presentations on AI portfolio performance, risks, and outcomes for senior leadership
  • Collaborate with cross-functional teams across Operations, Technology, and Risk to drive AI adoption and transformation at scale
  • Identify opportunities to leverage AI for operational efficiencies, such as automation in trade processing, fraud detection, and compliance monitoring
  • Monitor and report on key metrics including ROI, adoption rates, and regulatory compliance for AI projects
  • Facilitate governance processes for AI initiatives, ensuring alignment with JP Morgan Chase's enterprise risk framework
  • Engage with external partners and vendors to evaluate emerging AI technologies relevant to financial operations
  • Provide strategic advisory to Operations leadership on AI trends and best practices in the financial services industry
  • Drive change management efforts to embed AI capabilities into core operations workflows

Required Qualifications

  • Bachelor's degree in Business, Finance, Computer Science, or a related field; advanced degree (MBA or Master's) preferred
  • 10+ years of experience in strategy, portfolio management, or transformation roles within financial services or technology sectors
  • Proven track record in managing AI or digital transformation initiatives in large-scale organizations
  • Strong understanding of AI technologies and their applications in operations, risk management, and compliance within banking
  • Experience in executive reporting and stakeholder communication at senior levels
  • Demonstrated ability to lead cross-functional teams in a matrixed environment
  • Knowledge of regulatory requirements in financial services, including data privacy and AI ethics

Preferred Qualifications

  • Experience working at a major financial institution like JP Morgan Chase or similar
  • Certification in AI, project management (PMP), or data analytics
  • Background in operations strategy within investment banking or asset management
  • Familiarity with agile methodologies and tools like Jira or Confluence

Required Skills

  • AI and machine learning fundamentals
  • Portfolio management and prioritization
  • Executive reporting and data visualization (e.g., Tableau, Power BI)
  • Strategic planning and business acumen in financial services
  • Project management and agile methodologies
  • Stakeholder management and communication
  • Risk assessment and regulatory compliance
  • Cross-functional team leadership
  • Analytical thinking and problem-solving
  • Change management and transformation expertise
  • Knowledge of financial operations processes
  • Data privacy and AI ethics
  • Vendor management
  • Presentation and storytelling skills
  • Adaptability to fast-paced environments

Benefits

  • Competitive base salary and performance-based annual bonus
  • Comprehensive health, dental, and vision insurance plans
  • 401(k) retirement savings plan with generous company match
  • Paid time off including vacation, sick days, and parental leave
  • Professional development opportunities through JPMorgan Chase's internal training programs
  • Employee stock purchase plan and financial wellness resources
  • On-site fitness centers and wellness programs at Boston location
  • Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.

Locations

  • Boston, US

Salary

Estimated Salary Rangehigh confidence

350,000 - 550,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • AI and machine learning fundamentalsintermediate
  • Portfolio management and prioritizationintermediate
  • Executive reporting and data visualization (e.g., Tableau, Power BI)intermediate
  • Strategic planning and business acumen in financial servicesintermediate
  • Project management and agile methodologiesintermediate
  • Stakeholder management and communicationintermediate
  • Risk assessment and regulatory complianceintermediate
  • Cross-functional team leadershipintermediate
  • Analytical thinking and problem-solvingintermediate
  • Change management and transformation expertiseintermediate
  • Knowledge of financial operations processesintermediate
  • Data privacy and AI ethicsintermediate
  • Vendor managementintermediate
  • Presentation and storytelling skillsintermediate
  • Adaptability to fast-paced environmentsintermediate

Required Qualifications

  • Bachelor's degree in Business, Finance, Computer Science, or a related field; advanced degree (MBA or Master's) preferred (experience)
  • 10+ years of experience in strategy, portfolio management, or transformation roles within financial services or technology sectors (experience)
  • Proven track record in managing AI or digital transformation initiatives in large-scale organizations (experience)
  • Strong understanding of AI technologies and their applications in operations, risk management, and compliance within banking (experience)
  • Experience in executive reporting and stakeholder communication at senior levels (experience)
  • Demonstrated ability to lead cross-functional teams in a matrixed environment (experience)
  • Knowledge of regulatory requirements in financial services, including data privacy and AI ethics (experience)

Preferred Qualifications

  • Experience working at a major financial institution like JP Morgan Chase or similar (experience)
  • Certification in AI, project management (PMP), or data analytics (experience)
  • Background in operations strategy within investment banking or asset management (experience)
  • Familiarity with agile methodologies and tools like Jira or Confluence (experience)

Responsibilities

  • Lead the portfolio management of AI initiatives within the AI in Operations program, prioritizing projects based on strategic alignment and business impact
  • Develop and maintain executive-level reporting dashboards and presentations on AI portfolio performance, risks, and outcomes for senior leadership
  • Collaborate with cross-functional teams across Operations, Technology, and Risk to drive AI adoption and transformation at scale
  • Identify opportunities to leverage AI for operational efficiencies, such as automation in trade processing, fraud detection, and compliance monitoring
  • Monitor and report on key metrics including ROI, adoption rates, and regulatory compliance for AI projects
  • Facilitate governance processes for AI initiatives, ensuring alignment with JP Morgan Chase's enterprise risk framework
  • Engage with external partners and vendors to evaluate emerging AI technologies relevant to financial operations
  • Provide strategic advisory to Operations leadership on AI trends and best practices in the financial services industry
  • Drive change management efforts to embed AI capabilities into core operations workflows

Benefits

  • general: Competitive base salary and performance-based annual bonus
  • general: Comprehensive health, dental, and vision insurance plans
  • general: 401(k) retirement savings plan with generous company match
  • general: Paid time off including vacation, sick days, and parental leave
  • general: Professional development opportunities through JPMorgan Chase's internal training programs
  • general: Employee stock purchase plan and financial wellness resources
  • general: On-site fitness centers and wellness programs at Boston location
  • general: Flexible work arrangements and hybrid work options

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JP Morgan Chase logo

AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director

JP Morgan Chase

Finance Jobs

AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director

full-timePosted: Sep 9, 2025

Job Description

AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director

Location: Boston, MA, United States

Job Family: Strategy

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The AI in Operations Strategy and Transformation Office plays a pivotal role in advancing the firm's strategic goals by integrating artificial intelligence across its Operations teams. As the AI Portfolio Management & Executive Reporting Manager - Executive Director, you will be at the forefront of this cross-firm initiative, driving AI impact at scale to enhance efficiency, mitigate risks, and innovate within core banking functions such as payments, settlements, and client servicing. Based in our Boston, MA office, this role reports to senior leadership in Operations and offers the opportunity to shape the future of AI in one of the world's most influential financial institutions. In this executive-level position, you will oversee the end-to-end management of the AI portfolio, from ideation to implementation, ensuring alignment with JPMorgan Chase's broader digital transformation agenda. Key responsibilities include developing robust executive reporting mechanisms to communicate portfolio progress, challenges, and value delivered to C-suite stakeholders, including the COO and board committees. You will collaborate closely with technology, data science, and business units to identify high-impact AI use cases, such as predictive analytics for operational risks or natural language processing for compliance workflows, while navigating the complexities of regulatory landscapes like those governed by the SEC and FDIC. Success in this role demands a blend of strategic vision, technical acumen, and leadership prowess to foster a culture of AI adoption across Operations. You will lead governance forums, conduct ROI analyses, and partner with external AI innovators to keep JPMorgan Chase at the cutting edge of financial services technology. This position not only offers intellectual challenge and visibility but also the chance to contribute to transformative initiatives that redefine operational excellence in global banking.

Key Responsibilities

  • Lead the portfolio management of AI initiatives within the AI in Operations program, prioritizing projects based on strategic alignment and business impact
  • Develop and maintain executive-level reporting dashboards and presentations on AI portfolio performance, risks, and outcomes for senior leadership
  • Collaborate with cross-functional teams across Operations, Technology, and Risk to drive AI adoption and transformation at scale
  • Identify opportunities to leverage AI for operational efficiencies, such as automation in trade processing, fraud detection, and compliance monitoring
  • Monitor and report on key metrics including ROI, adoption rates, and regulatory compliance for AI projects
  • Facilitate governance processes for AI initiatives, ensuring alignment with JP Morgan Chase's enterprise risk framework
  • Engage with external partners and vendors to evaluate emerging AI technologies relevant to financial operations
  • Provide strategic advisory to Operations leadership on AI trends and best practices in the financial services industry
  • Drive change management efforts to embed AI capabilities into core operations workflows

Required Qualifications

  • Bachelor's degree in Business, Finance, Computer Science, or a related field; advanced degree (MBA or Master's) preferred
  • 10+ years of experience in strategy, portfolio management, or transformation roles within financial services or technology sectors
  • Proven track record in managing AI or digital transformation initiatives in large-scale organizations
  • Strong understanding of AI technologies and their applications in operations, risk management, and compliance within banking
  • Experience in executive reporting and stakeholder communication at senior levels
  • Demonstrated ability to lead cross-functional teams in a matrixed environment
  • Knowledge of regulatory requirements in financial services, including data privacy and AI ethics

Preferred Qualifications

  • Experience working at a major financial institution like JP Morgan Chase or similar
  • Certification in AI, project management (PMP), or data analytics
  • Background in operations strategy within investment banking or asset management
  • Familiarity with agile methodologies and tools like Jira or Confluence

Required Skills

  • AI and machine learning fundamentals
  • Portfolio management and prioritization
  • Executive reporting and data visualization (e.g., Tableau, Power BI)
  • Strategic planning and business acumen in financial services
  • Project management and agile methodologies
  • Stakeholder management and communication
  • Risk assessment and regulatory compliance
  • Cross-functional team leadership
  • Analytical thinking and problem-solving
  • Change management and transformation expertise
  • Knowledge of financial operations processes
  • Data privacy and AI ethics
  • Vendor management
  • Presentation and storytelling skills
  • Adaptability to fast-paced environments

Benefits

  • Competitive base salary and performance-based annual bonus
  • Comprehensive health, dental, and vision insurance plans
  • 401(k) retirement savings plan with generous company match
  • Paid time off including vacation, sick days, and parental leave
  • Professional development opportunities through JPMorgan Chase's internal training programs
  • Employee stock purchase plan and financial wellness resources
  • On-site fitness centers and wellness programs at Boston location
  • Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.

Locations

  • Boston, US

Salary

Estimated Salary Rangehigh confidence

350,000 - 550,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • AI and machine learning fundamentalsintermediate
  • Portfolio management and prioritizationintermediate
  • Executive reporting and data visualization (e.g., Tableau, Power BI)intermediate
  • Strategic planning and business acumen in financial servicesintermediate
  • Project management and agile methodologiesintermediate
  • Stakeholder management and communicationintermediate
  • Risk assessment and regulatory complianceintermediate
  • Cross-functional team leadershipintermediate
  • Analytical thinking and problem-solvingintermediate
  • Change management and transformation expertiseintermediate
  • Knowledge of financial operations processesintermediate
  • Data privacy and AI ethicsintermediate
  • Vendor managementintermediate
  • Presentation and storytelling skillsintermediate
  • Adaptability to fast-paced environmentsintermediate

Required Qualifications

  • Bachelor's degree in Business, Finance, Computer Science, or a related field; advanced degree (MBA or Master's) preferred (experience)
  • 10+ years of experience in strategy, portfolio management, or transformation roles within financial services or technology sectors (experience)
  • Proven track record in managing AI or digital transformation initiatives in large-scale organizations (experience)
  • Strong understanding of AI technologies and their applications in operations, risk management, and compliance within banking (experience)
  • Experience in executive reporting and stakeholder communication at senior levels (experience)
  • Demonstrated ability to lead cross-functional teams in a matrixed environment (experience)
  • Knowledge of regulatory requirements in financial services, including data privacy and AI ethics (experience)

Preferred Qualifications

  • Experience working at a major financial institution like JP Morgan Chase or similar (experience)
  • Certification in AI, project management (PMP), or data analytics (experience)
  • Background in operations strategy within investment banking or asset management (experience)
  • Familiarity with agile methodologies and tools like Jira or Confluence (experience)

Responsibilities

  • Lead the portfolio management of AI initiatives within the AI in Operations program, prioritizing projects based on strategic alignment and business impact
  • Develop and maintain executive-level reporting dashboards and presentations on AI portfolio performance, risks, and outcomes for senior leadership
  • Collaborate with cross-functional teams across Operations, Technology, and Risk to drive AI adoption and transformation at scale
  • Identify opportunities to leverage AI for operational efficiencies, such as automation in trade processing, fraud detection, and compliance monitoring
  • Monitor and report on key metrics including ROI, adoption rates, and regulatory compliance for AI projects
  • Facilitate governance processes for AI initiatives, ensuring alignment with JP Morgan Chase's enterprise risk framework
  • Engage with external partners and vendors to evaluate emerging AI technologies relevant to financial operations
  • Provide strategic advisory to Operations leadership on AI trends and best practices in the financial services industry
  • Drive change management efforts to embed AI capabilities into core operations workflows

Benefits

  • general: Competitive base salary and performance-based annual bonus
  • general: Comprehensive health, dental, and vision insurance plans
  • general: 401(k) retirement savings plan with generous company match
  • general: Paid time off including vacation, sick days, and parental leave
  • general: Professional development opportunities through JPMorgan Chase's internal training programs
  • general: Employee stock purchase plan and financial wellness resources
  • general: On-site fitness centers and wellness programs at Boston location
  • general: Flexible work arrangements and hybrid work options

Target Your Resume for "AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director" , JP Morgan Chase

Get personalized recommendations to optimize your resume specifically for AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director" , JP Morgan Chase

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

StrategyFinancial ServicesBankingJP MorganStrategy

Answer 10 quick questions to check your fit for AI in Operations Strategy and Transformation Office – AI Portfolio Management & Executive Reporting Manager - Executive Director @ JP Morgan Chase.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.