8 Senior Management Roles jobs in Long Beach
VP, Strategic Planning
Posted 1 day ago
Job Viewed
Job Description
**Roles Summary/Purpose:**
Synchrony is hiring a VP, Strategy to support Strategy leadership and business executives in tackling some of the biggest questions facing the firm and the industry.
Today, Synchrony is a premier financial technology company focusing on providing wing-to-wing credit solutions to our business partners and the end consumer. It is the largest underwriter of Private Label Credit Cards in the United States. In addition, Synchrony offers General Purpose Credit Cards (CoBrand, Dual Card), Promo Finance, Short & Long-term Installment, Deposit, and other products.
This role reports to the SVP of Enterprise Strategy & M&A and will focus on cross-business growth and strategy initiatives and engage in the annual Strategy Session with SYF's Board of Directors.
**_Our Way of Working_**
**_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._**
**Essential Responsibilities:**
+ Develop expertise in consumer payments and lending - market trends, competitive dynamics, etc.
+ Collaborate with Strategy leadership and business executives to tackle some of the most ambiguous and challenging questions facing our industry and approach solving these problems through a data-driven, analytical approach
+ Engage in the annual Strategy Session with SYF's Board of Directors including defining the agenda, developing the general content, working with leadership to prepare their individual presentations, and ensuring a thoughtful, cohesive multi-day session
+ Drive comprehensive research on competitors and the industry and develop a perspective on key industry trends
+ Work cross-functionally to ensure effective transition from strategy into design
+ Assist in managing the annual strategic planning process that will create the long-term strategy for the business
+ Prepare detailed analyses and presentations for the CEO, Executive Leadership Team and Board of Directors
+ Present to and communicate with senior leadership across a matrixed organization
+ Work with M&A, Ventures and other stakeholders to execute an aligned acquisition / partnership strategy
+ Incubate new ideas for strategic R&D
+ Perform other duties and/or special projects as assigned
**Qualifications/Requirements:**
+ Bachelor's Degree (MBA preferred) and 6+ years of relevant work experience, including 3+ years in Strategy Consulting.or in lieu of completed degree, must have 8+ years of relevant work experience, including 5+ years in Strategy Consulting
+ Minimum of 2 years of relationship management and leadership experience, including working with cross-functional business partners and senior leadership, communicating with both technical and non-technical resources
+ Minimum of 2 years project management managing multiple programs/projects simultaneously
+ Strength in developing data-driven perspectives and presenting insights to business leaders
+ Proficient in the use of MS Office product suite, particularly Excel, PowerPoint
**Desired Characteristics** :
+ 3+ years at a top tier consulting firm
+ MBA preferred
+ Experience in Financial Services, specifically credit cards, is preferred but not required
+ Strong quantitative skills with experience creating data-driven recommendations
+ Excellent interpersonal and communication skills, both written and verbal, with exceptional presentation skills and high emotional intelligence
+ Experience 'managing up' to business executives
+ Flexible, collaborative approach and positive attitude
+ Entrepreneurial mindset
+ Project management skills with ability to manage multiple programs through a team-based approach in a fast-paced environment
**Grade/Level: 13**
The salary range for this position is **130,000.00 - 210,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
**Eligibility Requirements:**
+ You must be 18 years or older
+ You must have a high school diploma or equivalent
+ You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
+ You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
+ New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Our Commitment:**
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
**Reasonable Accommodation Notice:**
+ Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
+ If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at . Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
**Job Family Group:**
Business Strategy
VP, Strategic Planning
Posted 1 day ago
Job Viewed
Job Description
**Roles Summary/Purpose:**
Synchrony is hiring a VP, Strategy to support Strategy leadership and business executives in tackling some of the biggest questions facing the firm and the industry.
Today, Synchrony is a premier financial technology company focusing on providing wing-to-wing credit solutions to our business partners and the end consumer. It is the largest underwriter of Private Label Credit Cards in the United States. In addition, Synchrony offers General Purpose Credit Cards (CoBrand, Dual Card), Promo Finance, Short & Long-term Installment, Deposit, and other products.
This role reports to the SVP of Enterprise Strategy & M&A and will focus on cross-business growth and strategy initiatives and engage in the annual Strategy Session with SYF's Board of Directors.
**_Our Way of Working_**
**_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._**
**Essential Responsibilities:**
+ Develop expertise in consumer payments and lending - market trends, competitive dynamics, etc.
+ Collaborate with Strategy leadership and business executives to tackle some of the most ambiguous and challenging questions facing our industry and approach solving these problems through a data-driven, analytical approach
+ Engage in the annual Strategy Session with SYF's Board of Directors including defining the agenda, developing the general content, working with leadership to prepare their individual presentations, and ensuring a thoughtful, cohesive multi-day session
+ Drive comprehensive research on competitors and the industry and develop a perspective on key industry trends
+ Work cross-functionally to ensure effective transition from strategy into design
+ Assist in managing the annual strategic planning process that will create the long-term strategy for the business
+ Prepare detailed analyses and presentations for the CEO, Executive Leadership Team and Board of Directors
+ Present to and communicate with senior leadership across a matrixed organization
+ Work with M&A, Ventures and other stakeholders to execute an aligned acquisition / partnership strategy
+ Incubate new ideas for strategic R&D
+ Perform other duties and/or special projects as assigned
**Qualifications/Requirements:**
+ Bachelor's Degree (MBA preferred) and 6+ years of relevant work experience, including 3+ years in Strategy Consulting.or in lieu of completed degree, must have 8+ years of relevant work experience, including 5+ years in Strategy Consulting
+ Minimum of 2 years of relationship management and leadership experience, including working with cross-functional business partners and senior leadership, communicating with both technical and non-technical resources
+ Minimum of 2 years project management managing multiple programs/projects simultaneously
+ Strength in developing data-driven perspectives and presenting insights to business leaders
+ Proficient in the use of MS Office product suite, particularly Excel, PowerPoint
**Desired Characteristics** :
+ 3+ years at a top tier consulting firm
+ MBA preferred
+ Experience in Financial Services, specifically credit cards, is preferred but not required
+ Strong quantitative skills with experience creating data-driven recommendations
+ Excellent interpersonal and communication skills, both written and verbal, with exceptional presentation skills and high emotional intelligence
+ Experience 'managing up' to business executives
+ Flexible, collaborative approach and positive attitude
+ Entrepreneurial mindset
+ Project management skills with ability to manage multiple programs through a team-based approach in a fast-paced environment
**Grade/Level: 13**
The salary range for this position is **130,000.00 - 210,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
**Eligibility Requirements:**
+ You must be 18 years or older
+ You must have a high school diploma or equivalent
+ You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
+ You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
+ New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Our Commitment:**
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
**Reasonable Accommodation Notice:**
+ Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
+ If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at . Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
**Job Family Group:**
Business Strategy
Director of Strategic Planning
Posted today
Job Viewed
Job Description
Responsibilities:
- Lead the development and execution of the company's comprehensive strategic plan, aligning with market dynamics and business goals.
- Conduct in-depth market research, competitive analysis, and industry trend assessments to identify growth opportunities and potential threats.
- Develop frameworks and methodologies for strategic planning, scenario analysis, and long-range forecasting.
- Collaborate with executive leadership and business unit leaders to define strategic priorities and key performance indicators (KPIs).
- Translate strategic initiatives into actionable operational plans and roadmaps.
- Monitor the implementation of strategic plans, tracking progress against KPIs and making necessary adjustments.
- Facilitate strategic planning sessions, workshops, and retreats for senior management and key stakeholders.
- Prepare and present strategic recommendations and performance reports to the Board of Directors and executive team.
- Identify potential mergers, acquisitions, and strategic partnerships that align with the company's long-term objectives.
- Foster a data-driven decision-making culture throughout the organization.
- Provide leadership and mentorship to the strategic planning team and cross-functional project teams.
- Ensure alignment between strategic goals and resource allocation across the organization.
- Stay abreast of best practices in strategic planning and corporate development.
Qualifications:
- Master's degree in Business Administration (MBA), Finance, Economics, or a related field.
- Minimum of 10 years of progressive experience in strategic planning, corporate development, management consulting, or a similar analytical role.
- Demonstrated success in developing and implementing complex business strategies with measurable outcomes.
- Exceptional analytical, quantitative, and problem-solving skills.
- Proven ability to conduct thorough market and competitive analysis.
- Strong understanding of financial modeling, forecasting, and valuation techniques.
- Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly and persuasively to diverse audiences.
- Strong leadership, influencing, and relationship-building skills.
- Experience working effectively in a hybrid work environment, collaborating both remotely and in-person.
- Proficiency in strategic planning tools and frameworks.
- Ability to manage multiple complex projects simultaneously and meet demanding deadlines.
- High level of integrity and executive presence.
This is a pivotal leadership role for a strategic thinker who thrives in a dynamic environment, contributing significantly to the future success of the company in **Los Angeles, California, US**.
Strategic Planning (Fluent in Japanese) (On-site at Downtown Los Angeles)
Posted 5 days ago
Job Viewed
Job Description
SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.
The anticipated salary range for this role is between $73,000.00 and $95,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.
Specialties:
Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services
**JOB SUMMARY:**
The Analyst will play a critical role in supporting strategic initiatives and executive-level decision-making, while also handling logistical and administrative tasks as the most junior member of the team.
This position is ideal for a highly motivated individual with strong analytical skills and a passion for business strategy and financial planning.
**PRINCIPAL DUTIES AND RESPONSIBILTIES:**
+ Conduct research and analysis on industry trends, competitors, and market opportunities.
+ Build financial models and perform quantitative analysis to support strategic planning.
+ Assist in preparing presentations and reports for senior leadership and board meetings.
+ Collaborate with cross-functional teams to gather data and insights for strategic initiatives.
+ Track key performance indicators (KPIs) and support business performance reviews.
+ Provide ad-hoc support to senior team members as needed.
**POSITION SPECIFICATIONS:**
+ 1-3 years of experience in corporate banking, consulting, corporate strategy, or finance.
+ Strong analytical and problem-solving skills with attention to detail.
+ Proficiency in Excel, PowerPoint, and data visualization tools.
+ Native-level proficiency in written and verbal Japanese communication.
+ Bachelor's degree in Business, Finance, Economics, or a related field.
+ Preferred Background:
+ Experience in financial services, fintech, or a fast-paced corporate environment.
+ Ability to manage multiple tasks and deadlines effectively.
+ Team-oriented with a proactive and resourceful mindset.
**EOE STATEMENT**
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at
**CCPA DISCLOSURE**
Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at . Persons with disabilities may contact our Customer Contact Center toll-free at to request the information in this Notice in an alternative format.
EOE, including Disability/veterans
Strategic Analysis & Financial Planning Advisor
Posted 5 days ago
Job Viewed
Job Description
Become a Strategic Analysis & Financial Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be responsible for performing research and analyses to support the effective utilization and treatment of the Company's financial assets. You will develop recommendations on long and short-term investments and risk management, devise pricing, capital expenditure and O&M expense, and capital recovery strategies to achieve corporate financial goals.
You will also develop models to forecast business conditions, to support Corporate and departmental decision-making, review and assess impacts of changing regulations, develop and analyze data and write compelling testimony and responses to regulatory agencies in support of rate, regulatory, and demand side management activities in compliance with regulatory requirements. As a Strategic Analysis & Financial Planning Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Project manages efforts and coordinate and ensure the appropriate involvement from various subject matter experts and support organizations for the Operating Unit or enterprise
+ Conducts ad hoc analysis supporting either the financial planning or strategic analysis workstreams, as needed
+ Leads the development and validation of complex financial models. Validates others' models and ensures accuracy and integrity of results
+ Reviews spending projections and derives utility revenue requirements and related analyses
+ Assesses ongoing capital project business cases, and assists in providing recommendations for funding approval to relevant stakeholder by assessing capital structures, and performing cost of capital calculations
+ Provides leadership on cross-functional teams on planning activities that have significant financial impact or risk to the Operating Unit or enterprise
+ Delivers financial advisory support to the business including analysis of potential investments, mergers, acquisitions, or divestitures
+ Contributes to the implementation of risk management and internal controls processes that comply with accounting, organizational, and regulatory policies
+ Develops cross functional relationships and interact with leaders across the company to provide guidance and lead the financial evaluation and development of business cases for capital projects and programs
+ Identifies and implements ways to improve working processes within the area of responsibility and communicate issues and areas for improvement to enterprise managers
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.
**Minimum Qualifications**
+ Seven or more years of experience in financial planning, modeling and/or forecasting.
Preferred Qualifications
+ Bachelor's or Master's Degree in Finance, Economics, Business, Engineering, or related technical field.
+ Completion of Chartered Financial Analyst (CFA) Program exam I, II or III, or AFP FP&A Certification.
+ Experience with regulated utility finance.
+ Excellent verbal and written presentation skills including ability to communicate analyses and recommendations to senior management.
+ Four or more years of experience using Excel and PowerPoint to develop, validate, and communicate statistical, financial, and valuation test models, assess capital structures, and perform cost of capital calculations, as well as ensure the accuracy and integrity of findings and recommendations.
Additional Information
+ This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at .
Director of Strategic Operations and Planning
Posted 14 days ago
Job Viewed
Job Description
Responsibilities:
- Develop and execute comprehensive corporate strategic plans.
- Lead the identification and prioritization of new business opportunities and strategic initiatives.
- Analyze market trends, competitive landscapes, and internal performance data to inform strategy.
- Oversee the development and implementation of operational improvement projects.
- Manage cross-functional teams to drive the execution of strategic objectives.
- Define, track, and report on key performance indicators (KPIs) for strategic initiatives.
- Collaborate with executive leadership and department heads to align operational plans with strategic goals.
- Develop business cases for new investments and strategic ventures.
- Facilitate strategic planning sessions and workshops.
- Ensure effective communication and buy-in for strategic initiatives across the organization.
Enterprise Sales Executive-"Sine" Visitor Management Software
Posted 4 days ago
Job Viewed
Job Description
This is a REMOTE role-with the ideal candidate residing in California, Nevada or Arizona
Key responsibilities
+ **Identify Opportunities:** Recognize and pinpoint sales opportunities within existing and potential accounts.
+ **Negotiate and Close:** Successfully negotiate terms, conditions, and close deals that benefit both the client and our organization.
+ **Articulate and Deliver Value Proposition:** Clearly communicate the value of our products or solutions through self-driven online and in person demos, tailored to the customer's needs.
+ **Manage Momentum Through the Sales Cycle:** Efficiently guide the customer through the sales process, ensuring they remain engaged and committed.
+ **Establish Rapport with Customers:** Build and nurture relationships with clients, ensuring their satisfaction and loyalty to our brand.
+ **Manage and Plan Accounts:** Strategically manage and plan accounts to achieve sales goals and maintain a strong relationship with customers.
+ **Travel Required:** Up to 50% across North America
Must haves:
+ 5+ years in a quota-carrying capacity with Enterprise experience (1000+ employee organizations), leading a full sales cycle (including hunting new business and territory/account planning).
+ Highly effective communication skills, with the ability to build rapport, nurture relationships (mid-level & c-suite), and hold strong presentation skills.
+ A proven ability to exceed sales targets using a sales methodology, and can articulate how you have ensured your own success
+ Ability to work independently with a self-motivated, entrepreneurial spirit
+ B2B SaaS Software experience or Access Control
The salary range for this position is ($ ). The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.
This role is INCENTIVE eligible
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. posted: October 21, 2025
"In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell"
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
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Risk Management - Credit Officer - Executive Director
Posted today
Job Viewed
Job Description
As a Portfolio Management Lead, Executive Director in the Real Estate Banking team, you will lead a team responsible for managing commercial real estate credit portfolios. You will collaborate with colleagues across coverage and risk teams to ensure robust portfolio reporting and risk management. Together, we will drive responsible growth, proactively identify emerging risks, and deliver high-quality solutions for our clients. You will have the opportunity to mentor talent, streamline processes, and contribute to the success of our business.
Job Responsibilities
- Lead, manage, and develop a team of Vice President and Associate Portfolio Managers
- Evaluate team skill sets to ensure alignment with role requirements
- Identify high-potential talent, provide mentorship, and foster professional growth
- Oversee comprehensive portfolio monitoring and proactively address emerging risks
- Collaborate with market surveillance teams to assess portfolio vulnerabilities and drive risk mitigation strategies
- Direct the annual credit review process, ensuring timely and high-quality reviews
- Review and validate team outputs to maintain consistency and excellence in credit analysis
- Ensure accurate and consistent underwriting and risk grading
- Escalate potential credit issues to senior management
- Manage reporting and regulatory processes to ensure data accuracy and consistency
- Establish and maintain processes to monitor loan covenant compliance, including construction loan timelines
Required qualifications, capabilities and skills
- Bachelor's degree in Accounting, Finance, Economics, Real Estate, or a related field
- At least 7 years of experience in commercial real estate lending, portfolio management, or debt financing within a financial institution
- Deep expertise in credit underwriting methodologies and risk assessment across office, retail, industrial, and multifamily asset classes
- Demonstrated success in leading, coaching, and developing high-performing teams
- Strong analytical and problem-solving skills with the ability to synthesize complex information
- Exceptional organizational skills with proven ability to manage multiple priorities and deadlines
- Experience in managing reporting and regulatory processes for data accuracy
- Ability to identify and implement opportunities to streamline workflows and enhance operational efficiency
- Proven track record of mentoring talent and driving team engagement
- Experience in monitoring loan covenant compliance and construction loan timelines
- Commitment to maintaining data integrity, quality, and timeliness in internal systems
Preferred qualifications, capabilities and skills
- Advanced degree in Business, Finance, or Real Estate preferred
- Experience partnering with offshore teams for financial statement spreading
- Familiarity with advanced data management and portfolio management techniques
- Experience in driving improvements in data management practices
- Knowledge of internal controls and regulatory requirements in banking
- Experience participating in special ad hoc projects
- Strong communication and stakeholder management skills
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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
Los Angeles,CA $166,250.00 - $260,000.00 / year