JPMorgan Chase Wealth Management - Strategic Programs Group, Program Manager - Associate - Brooklyn, NY in Brooklyn, New York

J.P. Morgan Wealth Management (WM) delivers the highest quality advice, service, capabilities and products to high-net-worth individuals and families in every major market throughout the world. We deliver highly customized and tailored solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm. WM addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, raising of capital, and specialty wealth advisory services.

Team Description

Strategic Programs Group is a project management team, focusing on defining strategy, solutions and plans to manage change initiatives impacting the $6B+ revenue Wealth Management (WM) business. Our initiatives are both regulatory and business driven, focusing on business improvement, growth, expansion and enhanced controls. The team works cross-functionally with front office advisors, product specialists, legal, risk management, compliance, operations, technology, and marketing to implement large scale projects.

The SPG team:

  • supports the translation of the client experience strategy into tangible solutions

  • defines detailed processes, organizational structure and relevant roles and responsibilities required to implement changes

  • manages the transition from current to future state

  • establishes processes and controls to ensure compliance with regulations Responsibilities

The SPG team creates tangible value for clients and advisors through the implementation critical business initiatives. These can span sales and service innovation, digital capabilities, regulatory needs, and controls-related enhancements. The SPG team is expected to provide broad insights and thought leadership for these high visibility projects.

Key responsibilities include:

  • Delivery of major SPG initiatives in partnership with the Front Office, Product, Marketing, Legal, Risk, Compliance, Operations and Technology

  • Design and implementation of full operating models (e.g., organizational structures, governance, processes, controls, and technology tools)

  • Contribute to highly skilled teams through project lifecycles by leveraging approaches in process re-engineering, organizational design, program and change management

  • Identification of challenges, gaps and opportunities for improvement (and report findings in a simple, compelling way)

  • Coordination with related in-flight programs

Must be a highly energetic self-starter with a relentless focus on execution and exhibit the ability to:

  • Define and analyze problem statements and translate into tangible solutions

  • Help to develop detailed operating model for business changes

  • Demonstrate understand of client and advisor wealth management processes (front and back office)

  • Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation

  • Analyze and prioritize alternative solutions to drive results

  • Influence a cross functional, diverse environment to change status quo

  • Work autonomously and demonstrate self‐motivation

  • Create and deliver compelling presentations for senior leadership

  • 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


  • Bachelors degree

  • 4+ years of experience in strategic consulting, management consulting, project management, process improvement

  • Demonstrated ability to be an integral team member on large-scale, complex projects (planning, designing, documenting, communicating)

  • Exposure to end-to-end bank infrastructure, including advisors, client service, product, technology, operations and controls

  • Strong PC skills (Microsoft Suite including Excel, PowerPoint, Word and Visio)

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.