Corporate Responsibility, Global Philanthropy VP, Director of Financial Health (Ronkonkoma)


: $205,500.00 - $205,500.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Corporate Responsibility, Global Philanthropy VP, Director of Financial Health

JPMorgan Chase & Co. is seeking a Director of Financial Health to join the Global Philanthropy team. The ideal candidate has background in driving large scale strategies and initiatives, expertise in effective financial health strategies, experience working with nonprofit and corporate partners and a commitment to promoting the financial health of low income households to advance their resiliency and opportunities.

The Director will manage the firms $125 million, 5-year global financial health strategy, including managing the Financial Solutions Lab and a grant portfolio of innovative nonprofit partners from across the globe, and advising our lines of business on the firm-wide strategy to improve the financial health of Chase customers and employees.

The Program Manager will:

Grant strategy: Manage and execute on overall philanthropic financial health strategy, including setting objectives, developing grant guidelines and tracking progress.

  • Grant Portfolio: Source, evaluate, and structure strategic partnerships with leading nonprofits in the financial health field. Specifically, the Program Manager will be responsible for leading the foundations efforts to identify innovative partners that leverage technology and insights from behavioral economics and design to promote the financial health of low income households.
  • Manage overall day to day of all major initiatives, including our support for inclusive fintechs through the Financial Solutions Lab and the Catalyst Fund.
  • Manage a portfolio dashboard to track benchmarks and outcomes.
  • Maintain regular communication with grantees, anticipate challenges in meeting deliverables and escalate as needed.
  • Provide technical assistance to grantees in execution of their grant deliverables.
  • Conduct site visits and other due diligence necessary to properly evaluate proposals.
  • Develop and present strong proposals and report on overall portfolio performance to internal management.
  • Advise and Inform Firm-wide Strategy: Develop strategies to leverage full assets of the firm, including employees, data and products, to advance our impact. Develop and maintain effective relationships with internal business leaders, and bring insights from portfolio to inform products and services. Provide lines of business leadership teams with frequent updates about best practices, portfolio partners and community priorities.
  • Share Expertise: Serve as an internal resource and expert on financial health, sharing news, best practices, and policy developments with colleagues throughout the firm. Participate in meetings to review grant recommendations; provide updates on grantee progress; determine technical assistance needs of grantees; plan convening, evaluation and communications activities; share and reflect on experiences in the field and related program activity. Stay informed on timely policy, research and methods.
  • Communicate Impact: Prepare materials for internal and external use that tell a compelling story of the impact of thecommunity developmentportfolio and elevate grantees. Design external visibility strategy in close coordination with internal partners such as Communications, Government Relations, Office of Nonprofit Engagement and other CR colleagues. Help to position the firm as a thought leader among community development stakeholders. Host and facilitate meetings/forums with grantees and key stakeholders, including maintaining a network of professional relationships with key government, philanthropic, not-for-profit and community leaders.
  • Manage Fiscal Oversight: Monitor grants budgets and grantee expenditures, as well as organizational budgets, as appropriate; recommend for approval any deviations from approved plans and budgets, and ensure that such changes are documented.

As a result, the ideal candidate will have the following qualifications:

Bachelors Degree (Masters Preferred) with 8-10 years experience in financial health programs services, impact investing, and/or financial services

  • Demonstrated leadership in financial health with experience working in or with nonprofits, social entrepreneurs, governments and/or philanthropic leaders
  • Direct experience working with diverse communities, low income, and/or economic mobility strategies
  • Understanding of grantmaking and the nonprofit sector and/or inclusive fintechs; ability to assess the leadership, track record, fiscal health and capacity of a nonprofit organization
  • Demonstrated ability to think critically and strategically about program design and implementation
  • Excellent writing, analytical/problem-solving, and project management skills
  • Experience interacting with and presenting to senior management
  • Ability to engage employees at all levels
  • Must be a self-starter with commitment to transparency and problem solving in a complex and demanding environment
  • Commitment to on time and on budget programs and initiatives
Location: New York, NY US

Job Category: Corporate Responsibility

Employment Type: Full Time

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Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

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JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Associated topics: associate director, chief financial officer, director, director finance, general manager, operation, president, president finance, recruit, vice president * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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