Transformation Manager- Securities Billing Operations

Posted 6 Hours Ago
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Fort Worth, TX
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Transformation Manager will lead initiatives to enhance Client Billing Operations through strategic planning, automation, and process optimization. Responsibilities include designing roadmaps, collaborating across teams, and managing projects to improve efficiency and effectiveness while engaging with senior leadership.
Summary Generated by Built In

Job Description
Are you a strategic thinker with strong problem-solving and storytelling skills and a passion for driving transformative change? If you're seeking a high-impact, dynamic role where you can significantly influence the profitability of a global business, we invite you to join our Securities Services Operations Transformation Team. Here, you'll play a pivotal role in revolutionizing the day-to-day processes within Client Billing Operations and this is a rare opportunity to be a trailblazer in a rapidly evolving organization where you'll have the autonomy to drive strategic initiatives that directly contribute to our success, all while working in a collaborative, fast-paced environment and with highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As a Transformation Manager- Securities Billing Operations in the Securities Services Operations Transformation team, you'll be at the forefront of innovation, leading efforts to streamline and enhance our billing processes. This unique position offers you the chance to work directly with the Global Head of Client Billing Operations, shaping the future of our business operations. You'll not only design strategic roadmaps but also roll up your sleeves to implement them, driving meaningful and measurable improvements in efficiency and effectiveness.
Job responsibilities

  • Spearhead initiatives to reduce manual processes and mitigate associated risks, leveraging cutting-edge technology and tools.
  • Design and implement a strategic roadmap for long-term change aligned to long-term goals for the Billing organization and the Securities Services business overall.
  • Enhance cross-functional communication and collaboration, ensuring seamless integration across teams.
  • Lead the charge in automating and optimizing our billing processes, accelerating invoice production and the speed with which we are able to bring in revenue.
  • Collaborate with a diverse team of 140 professionals across Plano and Manila, producing thousands of invoices monthly.
  • Identify, prioritize, and execute operational improvement opportunities, crafting comprehensive plans and timelines.
  • Engage with stakeholders at all levels, including senior leadership across Securities Services, to gain alignment and support for initiatives.
  • Partner with Product and Intelligent Automation teams to deliver sustainable, impactful change.


Required qualifications, capabilities, and skills

  • 5+ years of experience and demonstrated success in Strategy, Transformation, or Consulting, preferably with some degree of operational or technology focus
  • Proven ability to design, lead and execute strategic planning and process change, with strong attention to detail and thorough documentation of each step
  • Advanced PowerPoint presentation skills, with the ability to design, build and deliver compelling presentations that effectively communicate complex business strategies to executive leaders
  • Proficiency in data analysis, using tools such as Excel to extract insights and inform strategic decision-making processes
  • Strong attention to detail in designing and implementing processes, ensuring thorough documentation of each step
  • Proven ability to work collaboratively in a team-oriented environment, leading and fostering a positive work environment while contributing to shared goals
  • Demonstrated ability to manage multiple projects simultaneously, prioritizing tasks effectively to meet ambitious strategic goals


Preferred qualifications, capabilities, and skills

  • Demonstrated prior experience working in a highly matrixed, complex organization and collaborating with senior leadership
  • Experience with defining and tracking newly established KPIs or OKRs to provide real-time insights into performance and progress
  • Experience with delivering automation or systemic solutions to improve manual processes or tasks


About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Top Skills

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What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 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.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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