J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager
The Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the Wealth Management business. Our programs are sponsored by senior executives and are aligned with key business priorities. The team collaborates with Senior Management, Front Office Advisors, Product Specialists, Legal, Technology, and Marketing to implement complex, transformational change.
As a Senior Associate within the WM Business Transformation team, you will work as part of a team on strategic programs that impact our clients’ experiences and perceptions of the firm. You will be responsible for supporting the end-to-end delivery across the project life cycle and accountable to partners & key stakeholders for comprehensive program updates. This role requires flexibility and the ability to quickly adapt within a dynamic environment.
Job responsibilities
- Define and analyze problem statements and translate into tangible solutions
- Review and develop detailed operating model for business transformation
- Leverage understanding of client and advisor wealth management processes (front, middle, and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
- Own one to multiple workstreams including assessment, planning, project management, execution and evaluation
- Analyze and develop alternative solutions for decisioning
- Influence program and workstream partners & stakeholders
- Create and deliver comprehensive professional presentations for senior leadership with limited supervision
Required qualifications, capabilities, and skills
- Minimum of 2 years of experience in project management
- Demonstrate understanding of client and advisor wealth management processes (front, middle, and back office)
- Work autonomously and demonstrate self‐motivation & owner mentality
- Forge relationships and build a network throughout the firm
- Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
- Demonstrate personal initiative, ownership, and accountability
- Proven ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
- Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)
- Maintain a positive attitude and act as a team player while delivering on high priority, time sensitive initiatives
Preferred qualifications, capabilities, and skills
- Experience in strategic consulting, management consulting, process improvement is a plus
- Familiarity with wealth management or financial services
- Familiarity with operating model analysis & definition
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the TeamSkills Required
- Minimum of 2 years of experience in project management
- Understanding of client and advisor wealth management processes (front, middle, back office)
- Work autonomously and demonstrate self-motivation and owner mentality
- Forge relationships and build a network throughout the firm
- Proven ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
- Strong slide deck and analytical skills using Microsoft Office (Excel, PowerPoint, Word, Visio)
- Create and deliver comprehensive professional presentations for senior leadership
- Influence program and workstream partners and stakeholders
- Experience in strategic consulting, management consulting, or process improvement
- Familiarity with wealth management or financial services
- Familiarity with operating model analysis and definition
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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