JPMorgan Chase Wealth Management - Strategic Programs Group - Project Manager - VP - NY in New York, New York
About Wealth Management: With more than 160 years of experience, J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products across all wealth segments through various distribution channels including the Private Bank, JPMorgan Securities, and Chase Wealth Management.
Overview: Wealth Management Business Management supports senior business heads in managing and executing initiatives. This is a highly visible team and partners with Legal, Compliance, Risk, Technology, and Operations to define and implement solutions based on business strategy or to comply with new regulations and requirements.
Job Description: The individual in this role will become an integral member of Business Management team, supporting the senior business manager and strategic initiatives sponsor for Chase Wealth Management and broader Wealth Management priorities. Critical responsibilities will include developing solutions, executing on initiatives, covering diverse subject matter, sales management, and collaborations across teams, and ensuring compliance with our risk and control agenda. Responsibilities will inevitably extend from areas mentioned into others.
Key Responsibilities may include:
Support business heads and senior business manager in all aspects of the business ranging from strategic initiatives to day-to-day issues.
Understand, define, and prioritize business needs in the context of short and long term objectives and ensure they are incorporated into the overall business plan and relevant programs
Lead the end-to-end evolution of the platform ranging from product assessments, oversight, risk, controls, client experience, and advisor experience (planning and solutioning, and through implementation)
Establish and lead working groups, requiring effective partnership with groups across Legal, Compliance, Technology, Operations, Risk, Supervisory Management, Marketing, Finance, and Human Resources to create and drive consensus, problem solve, overcome obstacles, and manage constraints
Navigate and facilitate information flow/messaging and status between teams and committees in an organized, comprehensive, and strategic manner
Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of information and data, drawing conclusions and making recommendations for senior management across key sales, product, regulatory, and control priorities
Produce quality presentations that provide visual storytelling with supporting details for management at various levels, including operating committee members
Partner with key areas to build and sustain Cross-LOB relationships and strive for harmonization
Understand and stay current on the Risk and Control policies and procedures and ensure proper discipline around Risk Management and control procedures
Excellent analytical and logical thinking to understand and analyze complex business processes, identifying risks and defining solutions quickly
Demonstrate confidence and skill to influence and manage different stakeholders and driving the agenda
Excellent written and verbal communication skills for a sales oriented environment; ability to articulate complex solutions
Strong, comprehensive organizational, prioritization, and project management approach with superior multi-tasking skills
A self-motived team player who shows commitment, maturity, dedication, and can maintain a positive attitude and high level of performance on high profile/time-sensitive/urgent initiatives
Proven manager capable of creating and leading a motivated team with a complex, broad, and fluid mandate
Superior judgment and discretion working with both confidential and sensitive information
Excellent problem solving skills and ability overcome the obstacles or resolve issues swiftly
The ability to be a dynamic member of a team
Proven track record of delivering projects, complex products and/or new business initiatives
8+ of experience in Wealth Management or Asset Management industry, ideally in a business management, investment product management, or business consultancy capacity
Broad understanding of JPMorgan Asset and Wealth Management, with a working knowledge of investment concepts, key industry trends and business acumen with a client and advisor lens
Proficient in Pitch-Pro, Visio, PowerPoint, and Excel
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.