Executive Director of Financial Planning and Operations

2 weeks ago


London, Greater London, United Kingdom J.P. Morgan Full time

About the Role

J.P. Morgan is seeking an experienced Executive Director of Financial Planning and Operations to join our team.

In this critical role, you will drive the finance and business management strategy across Tech, Data & Product, Talent & Employee Experience segment.

You will work closely with the Head of Tech, Data & Product Talent & Employee Experience and their leadership team to shape the financial and business management strategy.

Key Responsibilities

  • Develop and maintain strong relationships with key stakeholders, including the Head of Tech, Data, and Product Talent & Employee Experience
  • Provide strategic guidance on financial planning and operations, including budgeting, forecasting, and expense management
  • Collaborate with leadership to identify and implement productivity initiatives and improve operational efficiency
  • Develop and execute a communication strategy to engage stakeholders and promote business outcomes
  • Manage complex projects and programs, ensuring timely delivery and high-quality results
  • Provide thought leadership on financial and business management best practices and industry trends

Requirements

  • Minimum 10 years of experience in finance and operations, preferably in a tech or data-driven environment
  • Proven track record of success in driving financial planning and operations strategies
  • Excellent leadership and collaboration skills, with the ability to build strong partnerships and manage stakeholders at all levels
  • Strong analytical and problem-solving skills, with the ability to analyze complex data sets and present recommendations
  • Professional certifications in finance and accounting, such as CPA or CFA

Estimated Salary Range: $180,000 - $220,000 per annum, depending on qualifications and experience.



  • London, Greater London, United Kingdom Page Executive Full time

    We are Page Executive, a leading executive search firm, and we're partnering with Sustrans to find their next Executive Director of Finance and Operations.The successful candidate will have a deep understanding of financial planning and strategy, as well as experience in implementing organisation-wide business planning, budgeting, and reporting...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Role SummaryQuilter Financial Planning is seeking a Financial Planning Specialist to join our team of experienced financial advisors. As a Financial Planning Specialist, you will be responsible for evaluating clients' financial situations, developing sound financial plans, and advising clients on current financial matters.The ideal candidate will have proven...

  • Financial Director

    2 weeks ago


    London, Greater London, United Kingdom Space Executive Full time

    Job Title: Financial DirectorWe are seeking a skilled Financial Director to oversee financial operations at Space Executive. As a key member of our team, you will work closely with the Managing Director to develop and manage financial forecasts and budgets that align with business objectives.This is an exciting opportunity to join a fast-growing business and...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.Key Responsibilities:Developing and...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job DescriptionA highly rewarding career as a full-time financial adviser awaits you at Quilter Financial Planning. This role offers excellent opportunities for personal and professional growth, with a competitive salary of £35,000 per annum.We are seeking bright, ambitious individuals who share our passion for delivering exceptional customer service and...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Company OverviewDavid James Wealth is a financial planning business with purpose-led financial planning at its core. Our business is experiencing strong growth across three divisions: wealth, sport, and music.


  • London, Greater London, United Kingdom Page Executive Full time

    **About the Role:**We are looking for an Executive Director of Strategy and Operations to join our team at Page Executive. In this role, you will be responsible for developing and implementing strategies that drive business growth and improvement.The ideal candidate will have a strong background in strategy development, public policy, or management...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Role Overview:Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.Key Responsibilities:Generating new client opportunitiesEnsuring clients make wise and profitable decisionsPreparing sound financial...


  • London, Greater London, United Kingdom Financial Planning Firm Full time

    We are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced financial advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...


  • London, Greater London, United Kingdom Financial Planning Firm Full time

    Recruit UK presents an excellent opportunity for a skilled Paraplanner to join a leading Financial Advice Company in London. This role offers a chance to collaborate with Senior Financial Advisers, supporting clients through all stages of financial planning, from advice preparation to recommendations.Responsibilities:Conduct thorough research and analysis to...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job DescriptionWe are seeking a highly skilled Financial Director of Operations to join our team at Financial Staffing Solutions. This is a challenging and rewarding role that offers the opportunity to make a real impact on the company's financial performance.The successful candidate will be responsible for providing leadership to the company's finance...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job DescriptionAs a financial adviser, your primary responsibility will be to provide expert advice to clients on their financial goals and objectives. This will involve generating new client opportunities, ensuring clients make wise and profitable decisions, preparing sound financial plans, and advising clients on current financial issues.You will also be...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Company Overview:Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional results for our clients.We are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.


  • London, Greater London, United Kingdom Page Executive Full time

    Page Executive is delighted to partner Logika Group, a leading UK-based environmental consultancy seeking to appoint a fractional/part-time Finance Director. This newly created role offers the opportunity to shape the finance function, implement systems and controls, and lead on budgeting, forecasting, and financial governance.The ideal candidate will have...


  • London, Greater London, United Kingdom Fram Executive Search Limited Full time

    Fram Executive Search Limited has an exciting opportunity for a meticulous and proactive IFA Administrator to support the Financial Planning Director in their Bedfordshire office.About the RoleThe ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the advisors to focus on client engagement and strategy....


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job SummaryWe are currently seeking an ambitious Financial Adviser to join our team at Quilter Financial Planning in London.This is an excellent opportunity for someone looking to develop their career in the financial sector, with a basic salary starting at £60,000 and possibilities for increased earnings.Main ResponsibilitiesOffer bespoke financial advice...