69 Investment Management jobs in Columbus
Senior Investment Analyst - Portfolio Management
Posted 13 days ago
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Job Description
J.P. Morgan Wealth Management - Investment Funding Product Manager
Posted 2 days ago
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Job Description
As a Product Manager on the Investment Funding product team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle . You will lead product innovation, promote customer value, and guide successful market launches and .own the end-to-end product lifecycle for solutions that mitigate risk, enhance operational efficiency, and deliver exceptional client experiences. Your expertise will help shape our strategy to stay ahead of emerging threats while ensuring our products are scalable, resilient, and stable. You will collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
**Job Responsibilities**
+ Develops a product strategy and product vision that delivers value to customers
+ Lead discovery efforts and market research to uncover client pain points and industry trends, and integrating these insights into the product roadmap.
+ Own, maintain, and develop a product backlog focused on features and enhancements that support our check deposit and fraud risk strategy.
+ Build frameworks and track key success metrics such as fraud loss reduction, operational efficiency, feature adoption, and reliability.
+ Define OKRs in partnership with cross-functional leaders, with a focus on fraud risk mitigation and compliance.
+ Proactively analyze data-including fraud trends, competitor solutions, regulatory changes, and user behavior-to uncover insights that drive business value and inform product decisions. Leverage data-driven experimentation and measurement frameworks to ensure key results are on track.
+ Lead the product development lifecycle by writing detailed requirements that capture functional, design, and control/regulatory features. Conduct discovery sessions to clarify and prioritize requirements. Work with Tech Development to ensure the output delivered meets expectations. Be the main decision maker in determining trade-offs based on known considerations. Collaborate with Quality Assurance to deliver a functional end-to-end product and experience across all channels (web, mobile). Drive the prioritization of any defects found and work with technology on the resolution.
**Required Qualifications, Capabilities, and Skills**
+ 5+ years of experience or equivalent expertise in product management or relevant domain area
+ Experience in Payments, cash/asset transfers, check processing, or fraud risk management
+ Advanced knowledge of the product development life cycle, design, and data analytics, with a focus on risk and controls
+ Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management for risk-related products
+ Experience working closely with user experience designers and software engineers
**Preferred Qualifications, Capabilities, and Skills**
+ Demonstrated prior experience working in a highly matrixed, complex organization
+ Experience with Adobe Analytics or any web analytics tool is a plus
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
Senior Manager of Strategic Investment and Capacity Management
Posted 4 days ago
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Job Description
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Senior Manager of Strategic Investment & Capacity Management is a critical leadership role responsible for enabling data-driven decision-making across Lumen's technology and product portfolio. This role leads enterprise-wide investment management, demand and capacity planning, forecasting, and performance insights to ensure optimal resource allocation and value realization. As a strategic partner to Finance, Product, Engineering, and Transformation teams, this leader will drive transparency, alignment, and accountability across planning cycles and investment portfolios.
**Location**
This is a remote opportunity open to candidates located anywhere in the U.S.
**The Main Responsibilities**
+ Lead the development and governance of investment planning processes across the CTO organization.
+ Partner with Finance and Strategy teams to evaluate investment opportunities, track ROI, and ensure alignment with strategic priorities.
+ Establish frameworks for value realization and benefit tracking across initiatives.
+ Develop and maintain demand and capacity models to support quarterly and annual planning cycles.
+ Collaborate with Product and Engineering leaders to forecast resource needs and delivery timelines.
+ Identify gaps and constraints in capacity planning and recommend mitigation strategies.
+ Build and manage dashboards and reporting tools to provide actionable insights into portfolio performance.
+ Analyze trends, risks, and opportunities across initiatives to inform executive decision-making.
+ Drive continuous improvement through data-driven retrospectives and scenario planning.
+ Facilitate alignment across product, engineering, finance, and transformation teams to ensure cohesive planning and execution.
+ Support governance forums and executive reviews with clear insights, recommendations, and performance metrics.
+ Champion transparency and accountability across the investment lifecycle.
**What We Look For in a Candidate**
+ Bachelor's degree in Business, Finance, Engineering, or related field; MBA or advanced degree preferred.
+ 8+ years of experience in investment planning, strategic operations, or portfolio management in a technology or enterprise environment.
+ Strong understanding of demand/capacity planning, forecasting, and performance analytics at delivery team level and cross programs/portfolios
+ Proven ability to lead cross-functional planning and drive value realization.
+ Exceptional analytical, communication, and stakeholder management skills.
+ Deep expertise with investment and product tools (e.g., Jira, Clarity, Aha)
+ Experience with enterprise planning tools and data visualization platforms.
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges
$129,639 - $72,852 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY
136,121 - 181,494 in these states: CO HI MI MN NC NH NV OR RI
142,603 - 190,137 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
Benefits ( Structure
#LI-KG1
#LI-Remote
Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
10/30/2025
Specialist I, Asset Management
Posted 17 days ago
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Job Description
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This position will be responsible for performing data analysis, research, and reconciliation of data discrepancies, which includes systematic data analytics to ensure data integrity within the SitusAMC systems. This position must exercise discretion and independent judgment with matters of significance as it relates to analysis of data.
Essential Job Functions:
+ Review data for completeness and accuracy
+ Adhere to audit processes by maintaining schedule of daily, weekly and monthly file auditing
+ Reconcile data inconsistencies and prepare ad hoc reports for internal and external distribution
+ Communicate and resolve quality issues with Servicer/REO vendor personnel as well as clients
+ Investigate and facilitate resolution of data integrity issues; provide impact assessment to support prioritization of fixes and enhancements
+ Responsible for performing data manipulation and execute data changes to the data warehouse as needed
+ Notating and alerting of loan sales and transfers
+ Develop, document, and maintain standards, best practices, or system usage procedures
+ Performs other related duties as assigned by Manager or Senior Data Analysts
+ Such other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Associates or 2 Year college degree in a related field or equivalent combination of education and experience
+ Entry-level support staff with 0-2 years of relevant experience
+ Proficient with Microsoft Office Word and Excel
+ Candidate should have a good working knowledge of mortgage terms and documents. 1-2 years of mortgage experience is desired
+ Capable of creating and manipulating spreadsheets, including pivot tables, v-look ups, and utilize reporting tools in order to support data file tasking. Should have strong analytical ability, good judgment, strategic and multidimensional thinking
+ Exercises good judgement with access to confidential borrower data and PII
+ Needs to have a strong attention to detail and be well organized, effectively coordinating multiple projects, while working in a fast moving, deadline driven environment
+ Skill in researching and analyzing user data in spreadsheets
+ Strong commitment and dedication to the position as a Team Player
+ Ability to communicate effectively, both verbally and in writing. Communication skills required to communicate externally with clients and servicers.
#LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$25.00 - $25.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
Data Center Asset Management Lead
Posted 3 days ago
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Job Description
The Asset Manager role is pivotal in overseeing the ingestion and lifecycle maintenance of data center assets, utilizing Computerized Maintenance Management System (CMMS) tooling to ensure accurate and efficient asset management for the Site Operations team. The manager will develop and implement standardized workflows for asset onboarding, maintenance scheduling, and decommissioning, ensuring data integrity and alignment with operational goals. By collaborating with Site Operations teams and subject matter experts (SMEs), the role ensures that asset management processes support the operational efficiency and reliability of the data center campus.
**Responsibilities**
Oversee the ingestion, tracking, and lifecycle maintenance of data center assets within the Computerized Maintenance Management System (CMMS) to ensure accurate and comprehensive asset records.
Collaborate with Site Operations teams and stakeholders to define and implement asset management processes, ensuring alignment with operational goals and data center performance objectives.
Develop and maintain standardized workflows for asset onboarding, maintenance scheduling, and decommissioning, leveraging CMMS tools to optimize asset performance and longevity.
Monitor and validate asset data integrity within the CMMS, ensuring accuracy, completeness, and consistency across all data center assets, including mechanical, electrical, and IT equipment.
Partner with subject matter experts (SMEs) to identify and integrate new asset types or technologies into the CMMS, ensuring lifecycle management reflects current data center requirements.
Conduct regular audits of asset data and maintenance records to identify gaps, risks, or inefficiencies, using insights to improve asset management strategies and compliance.
Analyze CMMS data to track asset performance metrics, predict maintenance needs, and inform lifecycle replacement or modernization plans, supporting data center operational efficiency.
Administer training and documentation for CMMS usage, ensuring Site Operations teams are equipped to utilize the system effectively for asset management tasks.
Stay abreast of industry trends in asset management and CMMS technologies to adopt best practices and innovative solutions for data center asset lifecycle management.
3+ years of experience in asset management, data center operations, or related roles, with a focus on CMMS tooling and lifecycle maintenance.
5+ years working in a critical facility or data center environment, with knowledge of mechanical, electrical, and IT assets.
Proven track record in implementing and managing asset management processes and CMMS-based workflows.
Strong analytical skills to assess asset data, predict maintenance needs, and optimize lifecycle strategies.
Excellent communication skills to collaborate with stakeholders and train teams on CMMS usage.
Familiarity with industry-standard asset management practices and CMMS platforms (e.g., Maximo, ServiceNow, or similar) is highly desirable.
Experience with data center modernization and integration of new asset technologies is a plus.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $79,100 to $158,200 per annum. May be eligible for bonus and equity.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Asset Management - Shareholder Services - Analyst
Posted 3 days ago
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Job Description
As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.
The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change.
**Job Responsibilities**
+ Participate in problem resolution for client accounts
+ Process trades and information requests for clients
+ Educate clients about JPMorgan products and valueadd resources
+ Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses
**Required qualifications, capabilities and skills**
+ Possess high energy, a great attitude and exceptional service skills
+ Bachelor's Degree or equivalent client service experience
+ Industry knowledge
+ Strong written and oral communication skills
+ Relationship building and problem solving skills
+ Attention to detail
+ Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Asset Management- Fund Valuation- Associate
Posted 3 days ago
Job Viewed
Job Description
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
**Job responsibilities**
+ Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
+ Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
+ Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
+ New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
+ Valuation-related initiatives - leading/participating in various valuation-related initiatives.
**Required qualifications, capabilities, and skills**
+ College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
+ Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
+ Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
+ Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
+ Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
+ Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
+ Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes and flexibility, strong organizational and time management skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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SAP Enterprise Asset Management (EAM) Manager
Posted 1 day ago
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Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite.
Responsibilities
- Lead the creation and implementation of enterprise asset management solutions
- Supervise, develop, and coach teams to achieve top-quality deliverables
- Manage client service accounts and drive client engagement workstreams
- Oversee every aspect of complex Generation and Utility engagements
- Independently analyze and solve complex problems
- Assure successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
- Utilize technology to enhance service delivery
What You Must Have
- Bachelor's Degree
- 5 years of experience
What Sets You Apart
- Leading SAP EAM suite engagements
- Experience with SAP S4 Hana and SAP ECC
- Designing and deploying SAP EAM solutions
- Leading large-scale transformation deployments
- Practice development in EAM talent recruiting
- Sales lifecycle and client relationship management
- Proposal management and presentation skills
- Functional implementations in various management areas
- Industry knowledge in power generation and renewables
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
SAP Enterprise Asset Management (EAM) Director
Posted 3 days ago
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the SAP Supply Chain and Operations team you are expected to lead the implementation of SAP Enterprise Asset Management solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Lead the implementation of SAP Enterprise Asset Management solutions
- Set strategic direction and drive business development efforts
- Oversee multiple projects and maintain executive-level client relations
- Drive business growth and shape client engagements
- Mentor the future leaders
- Verify PwC's reputation for quality, integrity, and inclusion
- Foster a culture of innovation and continuous improvement
- Collaborate across the PwC Network to enhance client satisfaction
What You Must Have
- Bachelor's Degree
- 10 years of experience
What Sets You Apart
- Leading Generation and Utility engagements using SAP EAM suite
- Leading Customer Field Service and Meter Device Management engagements
- Experience with SAP EAM solutions and integration
- Leading large Scale Transformation Management Deployments
- Practice Development in EAM Talent Recruiting and Career Management
- Sales Lifecycle Management and Client Relationship Management
- Proposal Management and presentation skills
- Leading functional implementations of Work Management
- Industry knowledge of Power Generation and Renewables
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $155,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Asset Management - Internal Client Advisor - Associate
Posted 3 days ago
Job Viewed
Job Description
**Job Summary**
As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution Investment Only team, you will be responsible for the distribution of JPMC's investment products within retirement record keeping solutions. You will also be tasked with finding placement opportunities within our start-up and small to mid-market 401(k) solution in partnership with advisors that are approved to participate in those available record keeping solutions. Your role will be crucial in delivering a differentiated set of tools and insights that enable the advisors to help their clients build stronger retirement plans that lead to better outcomes for participants.
**Job Responsibilities**
+ **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with approved advisor firms and dedicated teams within our focus and prospect lists.**
+ **Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.**
+ **Prepare and deliver investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources.**
+ **Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc.**
+ **Engage advisors with effective engagement from point-of-sale through the duration of the sales process to close.**
+ **Partner with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity.**
**Required qualifications, capabilities and skills**
+ 2+ years of financial sales experience
+ Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
+ Proven success with multi-tasking and staying on top of priorities
+ Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
+ Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
+ Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
+ Excellent written and verbal communication skills
+ Ability to effectively leverage our global resources
+ Bachelor's degree required
+ Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Columbus,OH $65,000 - $65,000