JPMorgan Chase Wealth Management - CWM Operations, Strategy & Planning UAT Lead - Vice President in Plano, Texas
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management in JP Morgan’s Asset Wealth Management line of business.
The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.
Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors. The J.P. Morgan Securities Client Service Center’s mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform, such as Chase.com
The CWM Operations strategy and planning team is seeking a highly talented Vice President to serve as a UAT lead across CWM. They will be expected to develop UAT program structure, approach & manage UAT resources across CWM / Wealth Management & represent the team to senior management & stakeholders. This person’s team will provide centralized prioritization, planning, design, and execution leadership & support for large, complex, technology-dependent programs & projects that cut across multiple businesses & functional units.
Design, develop & execute on UAT opportunities / needs, manage scope and minimize overlap xLOB
Participate in & drive requirement & design discussions by understanding/managing collision points xLOB
End to end business process coverage across applications (& awareness of LOB impacts)
Test execution, coordination &management: Test data & environments for CWM testers
Coordinate & Analyze Cross impacts across programs.
Be aware of & proactively identify client changes that may affect CWM
Understand automation/robotics and associated reporting to interface with the technology team
Locate and Know the key players to ensure overall UAT / Test coverage
Capacity planning and Identifying opportunities for large scale incremental UAT needs (migrations, conversions, training)
Be hands on and Participate in UAT test execution (20-30% should be allocated to this) and help with training and adoption
Coordinate & perform Production validations / limited pilot
Manage Cross impact, Handoffs, understand User experience integration (Isolated vs. integrated experience), Ops impact of defect deferral cross releases
Leverage the Knowledge Management System
Requires 7+ years in Quality Assurance/UAT, Program or Project Management capacity in IT or Business environment
Strong governance skills
Leadership and influence capabilities
Exceptional project and process management skills
Must possess strong analytical and problem solving skills to be used in evaluation and interpretation of data
Ability to follow complex methods and procedures in a changing business environment
Strong oral and written communication, presentation, project management and teamwork skills required; Must have the ability to document key process and testing in a clear and comprehensive manner
Strong priority/time management, multi-tasking skills and attention to detail required
Prefer demonstrated proficiency in using multiple systems, platforms and applications
Prefer Investment Banking or Brokerage industry experience
High proficiencies required: JIRA / ALM or ZEPHYR / Visio / MS Office Suite; Nice to have: Java / Selenium / Cucumber / Any other Automation tool
Bachelor's degree required; advanced degree preferred
Flexibility and ability to work in a fast-paced environment where priorities can shift rapidly
FINRA Series 99 (or equivalent)
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.