JPMorgan Chase Project Manager, Fiduciary Supervision - Chase Wealth Management in Columbus, Ohio
Primary responsibilities include:
Support CWM fiduciary initiatives via project planning; reporting, MIS, oversight
Support CWM efforts to enhance existing fiduciary related reporting/metrics, with focus on RIA fiduciary business
Support firmwide fiduciary initiatives (e.g. cross LOB issue reviews)
Support regular reviews and updates for Part 9 procedures.
Support regular reviews and updates for CWM Fiduciary related RCSA / controls
Excellent computer navigational skills (Microsoft Office)
At least five years of securities/investment industry experience required
Three years of supervisory or project management experience required
Retail brokerage experience strongly preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.