Chase · 3 weeks ago
Executive Director - Commercial Banking: Head of Balance Sheet Management & Capital Strategy Business Management
Chase is a leading financial institution, and they are seeking an Executive Director to lead their Commercial Bank Balance Sheet Management & Capital Strategy Business Management team. The role involves driving strategic initiatives, managing stakeholder relationships, and optimizing capital across a diverse lending portfolio.
BankingFinancial Services
Responsibilities
Lead the Commercial Bank Balance Sheet Management & Capital Strategy team
Support the Head of Capital & Advisory Solutions and Balance Sheet Forum members in setting the strategic agenda and tracking progress against key metrics across the Lending portfolio
Develop expert level knowledge on the capital treatment and economics for the expansive suite of lending products within the Commercial and Investment Bank
Cultivate strong partnerships with Commercial Bank Banking leaders, Treasury partners, and functional Product partners
Provide executive reporting and analytics on portfolio trends, pricing and product insights, profitability, and capture of future business potential
Provide administration and oversight of Balance Sheet Forum sessions, guidelines, and relevant controls
Serve as central point of contact for Controls processes, including Audit
Partner with Credit Product & Delivery teams on profitability tool requirements, enhancements and associated reporting
Provide Capital Strategy support in partnership with Commercial Bank and Global Corporate Bank Capital Strategy Business Heads, Treasury team, and Global Corporate Bank Lending Management & Capital Strategy BM team
Drive initiatives and projects with a focus on maximizing efficiencies and improving internal processes
Qualification
Required
Bachelor's degree
10+ years of relevant experience in business management, financial analysis, strategy, COO, CAO, banking or similar functions
An eagerness and ability to develop product specific knowledge around the entire lending suite, with focus on capital and liquidity requirements
Ability to synthesize and articulate results for complex problem statements to senior stakeholders
Strong project management skills, with demonstrated ability to execute strategic agenda, manage multiple projects, and independently lead initiatives
Ability to partner/collaborate with business and functional stakeholders across the organization to drive execution and influence prioritization and delivery of objectives
Strong attention to detail and problem-solving skills with ability to manage and leverage data for analytics and reporting
Ability to quickly and effectively respond to rapidly changing business needs and urgent requests
Strong organizational, time management and follow-up skills; flexibility, ability to prioritize requests and multi-task
Excellent written and verbal communication skills
Expertise with Excel and PowerPoint for executive-level presentations and messaging
Preferred
Alteryx, Tableau and data science skills
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
Financial IT
2026-01-09
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2026-01-09
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