Finance & Business Management - Vice President

As a Vice President, Business Manager in the Commercial & Investment Bank Finance & Business Management team, you will support the Client Onboarding & Documentation organization, and specifically the Head of Controls and Head of the Reviewer team, which is responsible for Quality Control for the Wholesale Know Your Customer utility.
We are seeking a strategic, analytical, and execution-oriented candidate to join our Business Management team. This high-impact role partners with leaders across CIB Operations, Digital & Platform Services, Finance, Controls, and Data & Analytics to drive transformation initiatives, shape product and operations strategy, and convert data into actionable insights for senior stakeholders. The position blends portfolio management, operating model design, and hands-on delivery to enable effective end-to-end execution and support the business in achieving measurable outcomes and operational excellence.
Job Responsibilities
Partner with senior leaders to define objectives, targets, and metrics; translate strategy into actionable roadmaps and measurable outcomes
Lead or support operations product and transformation initiatives, including process re-engineering, digitization, AI/automation use cases, and location/real-estate planning, from problem framing through benefits realization
Own headcount and expense forecasting in partnership with Finance; support annual budgeting and monthly/quarterly business reviews
Manage allocations and activity-based costing; support cost-to-serve modeling and benchmarking to inform pricing and investment priorities
Develop rigorous business cases and investment memos, including problem statements, options analysis, financial models, risks/assumptions, and success metrics, as well run the investment governance process: intake, prioritization, approvals, and benefits tracking
Build and evolve operational and product metrics frameworks; design executive dashboards and management reporting that connect Key Performance Indicators to strategy
Analyze large, complex data sets to identify performance trends and root causes; turn insights into concise executive narratives and recommendations
Prepare and deliver materials for senior forums (town halls, Business Reviews, QBRs), helping the business “tell the story” with clarity and impact
Coordinate deliverables across business managers, finance, technology, and operations; drive cross-functional decisioning and issue resolution
Manage business hygiene and governance (training, access recertifications, resiliency planning, expense approvals); support people agenda initiatives and organizational communications
Required qualifications, capabilities and skills
6+ years of progressive experience in financial services or adjacent industries in roles such as business management, operations/product management, strategy/consulting, or transformation
Demonstrated experience leading operations product or transformation efforts (e.g., process redesign, digitization, analytics/AI enablement) with measurable outcomes
Proven ability to craft investment-grade business cases and executive-ready materials; strong financial acumen in budgeting, forecasting, allocations, and cost modeling
Advanced data literacy: ability to structure analysis, interpret complex data, and translate insights into decisions; comfort partnering with data & analytics teams
Exceptional communication and storytelling skills—able to distill complexity into compelling narratives for senior audiences
Strong stakeholder management and collaboration skills across multiple levels and functions; ability to influence without direct authority
Highly organized, self-motivated, and adept at managing multiple priorities in a fast-paced environment
Excellent PowerPoint and Excel skills
Preferred qualifications, capabilities and skills
Bachelor’s degree
Experience with dashboarding/Business Intelligence tools
Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications
Strong judgment in applying AI—knowing when to use AI vs. manual analysis, and validating outputs for accuracy, completeness, tone, and audience fit