Executive Director, Business Intelligence and Revenue Operations

Location: New York, NY, United States

Job Family: Business Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As the Executive Director of Business Intelligence and Revenue Operations, you will play a pivotal role in driving revenue growth by leveraging data, analytics, and process optimization to align teams across our Investment Banking and Asset & Wealth Management divisions. Based in our state-of-the-art New York office, you will report to senior leadership and collaborate with global teams to transform complex financial data into strategic insights that enhance client outcomes and operational efficiency in a highly regulated environment. Your core responsibilities will include leading the design and implementation of advanced analytics frameworks to forecast revenue trends, optimize operational workflows, and identify growth opportunities in volatile markets. You will manage a talented team of data analysts and operations experts, fostering a culture of excellence while ensuring all initiatives comply with stringent regulations like Dodd-Frank and Basel III. By integrating cutting-edge tools such as AI-driven predictive modeling and real-time dashboards, you will empower decision-makers to navigate economic challenges and capitalize on emerging trends in global finance. This position demands a strategic leader with deep financial services expertise who thrives in a collaborative, high-performance setting. You will partner with technology, risk, and front-office teams to deliver measurable business impact, ultimately contributing to JP Morgan Chase's mission of powering the progress of individuals and communities worldwide. If you are passionate about using data to drive sustainable revenue growth in one of the world's most dynamic industries, join us to shape the future of finance.

Key Responsibilities

• Lead the development and execution of business intelligence strategies to drive revenue growth across JP Morgan Chase's investment banking and asset management divisions
• Collaborate with cross-functional teams to align data analytics with revenue operations, optimizing processes for efficiency and compliance
• Oversee the creation of advanced dashboards and reporting tools using tools like Tableau and SQL to provide actionable insights to senior leadership
• Identify and implement process improvements that enhance revenue forecasting accuracy and operational scalability in a dynamic financial market
• Manage a team of analysts and operations specialists, fostering a culture of innovation and data-driven decision-making
• Conduct market analysis and competitive intelligence to inform strategic initiatives and support JP Morgan's client advisory services
• Ensure all analytics and operations adhere to JP Morgan's risk management frameworks and regulatory standards
• Partner with technology teams to integrate AI and machine learning into revenue optimization workflows
• Monitor key performance indicators (KPIs) related to revenue streams and provide regular reports to executive stakeholders
• Drive initiatives to leverage big data for personalized client solutions in wealth management and corporate banking

Required Qualifications

• Bachelor's degree in Business, Finance, Data Analytics, or a related field; Master's degree or MBA preferred
• 10+ years of experience in business intelligence, revenue operations, or strategic management within the financial services industry
• Proven track record of driving revenue growth through data-driven strategies and cross-functional team alignment
• Deep expertise in financial modeling, analytics, and process optimization in a banking or investment environment
• Strong leadership experience managing high-performing teams in a fast-paced, regulated financial setting
• Familiarity with regulatory requirements such as Dodd-Frank, Basel III, and data privacy standards like GDPR
• Excellent communication skills with the ability to influence senior stakeholders at JP Morgan Chase

Preferred Qualifications

• Experience in revenue operations within a global investment bank like JP Morgan Chase
• Advanced certifications in data analytics (e.g., Google Data Analytics, Tableau Certified)
• Prior exposure to AI/ML applications in financial forecasting and risk management
• Background in agile methodologies for operational efficiency in financial services
• International experience managing diverse teams across JP Morgan's global operations

Required Skills

• Proficiency in SQL, Python, and R for data analysis and manipulation
• Expertise in BI tools such as Tableau, Power BI, and Looker
• Strong financial modeling and forecasting using Excel and advanced analytics platforms
• Knowledge of CRM systems like Salesforce tailored to financial services
• Experience with ETL processes and data warehousing in a cloud environment (e.g., AWS, Azure)
• Leadership and team management in high-stakes financial environments
• Strategic thinking and problem-solving for revenue optimization
• Excellent verbal and written communication for stakeholder presentations
• Project management skills using Agile/Scrum frameworks
• Understanding of machine learning basics for predictive analytics
• Regulatory compliance awareness in banking operations
• Cross-functional collaboration and influence without direct authority
• Analytical mindset with attention to detail in data interpretation
• Adaptability to fast-paced changes in financial markets
• Ethical decision-making aligned with JP Morgan's core values

Benefits

• Competitive base salary and performance-based annual bonuses tied to JP Morgan's financial results
• Comprehensive health, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for advanced degrees
• Wellness programs with gym memberships, mental health support, and financial wellness coaching
• Employee stock purchase plan and access to JP Morgan's global mobility opportunities
• On-site amenities at the New York office, including dining, fitness centers, and childcare services

JP Morgan Chase is an equal opportunity employer.