JPMorgan Chase Project Manager, Fiduciary Supervision - Chase Wealth Management in New York, New York

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

Qualifications:

  • 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.