Prepare for your JPMorgan general management interview

Business unit leadership across banking, trading, and wealth management with JPMorgan’s rigorous risk management and capital framework.

Socratify AI

The Interview

What JPMorgan is looking for

Unit Economics Interview

Business Unit Economics

01Revenue Model & Capital Returns

02Risk Management & Compliance

03Cross-Business Coordination

04Market Leadership

Behavioral Interview

01Risk Awareness & Prudence

02Stakeholder & Client Focus

03Regulatory & Compliance Thinking

04Long-Term Value Creation

Financial risk management and capital allocation//Regulatory and compliance integration into strategy//Multi-billion dollar business unit scale

Practice Library

JPMorgan exercises

Ready to ace your JPMorgan general management interview?

Prepare for your JPMorgan general management interview

Business unit leadership across banking, trading, and wealth management with JPMorgan’s rigorous risk management and capital framework.

Socratify AI

The Interview

What JPMorgan is looking for

Unit Economics Interview

Business Unit Economics

01Revenue Model & Capital Returns

02Risk Management & Compliance

03Cross-Business Coordination

04Market Leadership

Behavioral Interview

01Risk Awareness & Prudence

02Stakeholder & Client Focus

03Regulatory & Compliance Thinking

04Long-Term Value Creation

Financial risk management and capital allocation//Regulatory and compliance integration into strategy//Multi-billion dollar business unit scale

How It Works

Master JPMorgan General Management Interviews

Lead financial business units with rigorous capital allocation and risk management. · Click to expand

P&L Ownership & Capital Allocation

Practitioner

Organizational Design & Scaling

Practitioner

1Your General Management Goals

2General Management Case Prep

You’re head of JPMorgan’s Private Bank expansion with a $5B AUM target and $150M...

CASE INTERVIEWHard

Financial Services · Division EconomicsJPMorgan

3Frameworks

Framework

How do you structure and build the organization?

What is the optimal org design and span of control?

Target headcount: 24 (2 functional leaders + 20 individual contributors)

Span of control: 6-8 per manager; VP-to-IC ratio 1:10 for accountability

Functions: Sales (8), Product (6), Operations (4), Finance (2), Marketing (4)

Can we hire and retain the right leadership team?

Hiring timeline: Sales VP 4 weeks, Product VP 6 weeks; total 16 weeks to stable leadership

Retention target: <10% voluntary churn vs 18% peer benchmark; retention bonus structure

How do you allocate the $10M annual budget for maximum ROI?

What headcount investment drives revenue growth?

FY1 payroll budget: $5.2M (52% of total); target LTV:CAC ratio 3.5:1

Sales ramp assumption: 8 AEs ramping to 40% productivity by month 6 = $2.4M ARR

How much R&D investment vs sales/marketing?

Product investment: $2.1M (21% of budget); 6-month MVP → 10-feature core product

Marketing budget: $1.8M (18% of budget); CAC target $1,200 for $30K ACV customer

What contingency planning and capital reserve?

Reserve: $0.9M (9% of budget) for hiring acceleration or market expansion delays

How do you achieve market penetration and competitive positioning?

What is the right market positioning and go-to-market motion?

Total addressable market: $2.4B; year 1 capture target 0.1% = $2.4M ARR

Competitive position: 3 direct competitors, each <5% market share; opportunity for 8-12% by year 3

What execution milestones unlock revenue growth?

M1: MVP launch (month 6); M2: first 5 customer wins (month 10); M3: revenue $600K run rate (month 12)

Customer acquisition curve: 2 accounts (month 6) → 8 (month 10) → 15 (month 12) = $2.4M ARR

P&L Ownership & Capital Allocation

Distinctive

Organizational Design & Scaling

Strong

Market Strategy & Execution

Strong

Cross-Functional Leadership

Strong

4Feedback

How It Works

Master JPMorgan General Management Interviews

Lead financial business units with rigorous capital allocation and risk management. · Click to expand

1Your General Management Goals

P&L Ownership & Capital Allocation

Practitioner

Organizational Design & Scaling

Practitioner

2General Management Case Prep

You’re head of JPMorgan’s Private Bank expansion with a $5B AUM target and $150M...

CASE INTERVIEWHard

JPMorgan

3Frameworks

Framework

How do you structure and build the organization?

What is the optimal org design and span of control?

Target headcount: 24 (2 functional leaders + 20 individual contributors)

Span of control: 6-8 per manager; VP-to-IC ratio 1:10 for accountability

Functions: Sales (8), Product (6), Operations (4), Finance (2), Marketing (4)

Can we hire and retain the right leadership team?

Hiring timeline: Sales VP 4 weeks, Product VP 6 weeks; total 16 weeks to stable leadership

Retention target: <10% voluntary churn vs 18% peer benchmark; retention bonus structure

How do you allocate the $10M annual budget for maximum ROI?

What headcount investment drives revenue growth?

FY1 payroll budget: $5.2M (52% of total); target LTV:CAC ratio 3.5:1

Sales ramp assumption: 8 AEs ramping to 40% productivity by month 6 = $2.4M ARR

How much R&D investment vs sales/marketing?

Product investment: $2.1M (21% of budget); 6-month MVP → 10-feature core product

Marketing budget: $1.8M (18% of budget); CAC target $1,200 for $30K ACV customer

What contingency planning and capital reserve?

Reserve: $0.9M (9% of budget) for hiring acceleration or market expansion delays

How do you achieve market penetration and competitive positioning?

What is the right market positioning and go-to-market motion?

Total addressable market: $2.4B; year 1 capture target 0.1% = $2.4M ARR

Competitive position: 3 direct competitors, each <5% market share; opportunity for 8-12% by year 3

What execution milestones unlock revenue growth?

M1: MVP launch (month 6); M2: first 5 customer wins (month 10); M3: revenue $600K run rate (month 12)

Customer acquisition curve: 2 accounts (month 6) → 8 (month 10) → 15 (month 12) = $2.4M ARR

4Feedback

P&L Ownership & Capital Allocation

Distinctive

Organizational Design & Scaling

Strong

Market Strategy & Execution

Strong

Cross-Functional Leadership

Strong

Repeat

Practice Library

JPMorgan exercises

You’re head of a $50B credit portfolio with 8% ROC target. How do you optimize...

CASE INTERVIEWHard

Financial Services · Capital OptimizationJPMorgan

Design an organization to grow your business unit from $500M to $1B annual revenue with...

LEARNHard

Financial Services · Governance & GrowthJPMorgan

You have $200M to deploy across new market entry, technology investment, and team...

LEARNHard

Financial Services · Strategic InvestmentJPMorgan

Tell me about a time you balanced profitability with regulatory requirements or client...

BEHAVIORALMedium

Behavioral · Ethics & ComplianceJPMorgan

How do you think about risk-adjusted returns in business decision-making?

BEHAVIORALMedium

Behavioral · Risk ManagementJPMorgan