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Project Manager Associate - Chase Wealth Management - New York City

Req #: 180013603
Location: New York, NY, US
Job Category: Project Management
Potential Referral Amount: 1000 US Dollar (USD)
Job Description
At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking and investment solutions combined with cutting edge technology you’ll be front and center representing our brand, and problem solving to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, then join us at JP Morgan Chase. 
The Project Manager Associate will support the Chase Wealth Management (CWM) Executive team in strategic thinking to design a new operating model for Chase Wealth Management through program and project management, organization and data analytics, reporting and administration. The Project Manager Associate will be involved in strategic initiatives under Advisor Recruiting and Development, help facilitate New Hire Working Group,  assemble presentations for business reviews and produce materials to be used in executive-level decision making. The role requires collaboration with various businesses and functional areas across Consumer Banking as well as Asset Management/Wealth Management. This role requires flexibility and comfort with ambiguity given the rapid pace of change and various constituencies involved.
Job Roles & Responsibilities:
  • Assist in creation, presentation, implementation and measurement of key priorities and strategic initiatives for the business, including but not limited to Advisor recruiting and end to end experience initiatives
  • Conduct analyses to support the design of a new operating model for Chase Wealth Management
  • Oversee portions of the preparation and execution of programs and projects, including producing materials and updates for business reviews and management meetings
  • Collaborate across Chase Wealth Management, Wealth Management and Consumer Banking teams, including field management, field support, operations, product, risk, supervision, compliance, human resources and legal teams in achieving strategic objectives and ensuring projects meet the approved business requirements
  • Assist in development and contribute to concise communication materials for senior management – i.e. Wealth Management CEO updates/Quarterly Business Meeting presentations
  • Help develop and organize content for internal leadership conferences; create materials such as briefing documents and talking points for executive presentations, including town halls, field visits, recruiting roadshows, quarterly business updates, etc.
  • Partner with Communications in developing internal communications pieces, such as executive messaging, executive presentations, internal announcements, and other internal-facing communications
  • Provide project support as needed for the of Chase Wealth Management Executive team
Skills & Knowledge Gained from this Role:
  • Understanding of the Chase Wealth Management and Chase Private Client business model, top priorities  and growth initiatives
  • Daily interaction with the CWM leadership team will strengthen ability to prioritize, effectively communicate, multi-task and manage a wide range of challenging tasks
  • Project Management skills will be fine tuned working with CWM and cross LOB  committees, project teams, multiple work streams and coordinating timelines and deliverables across multiple projects
  • Frequent use of Power Point to develop presentation decks for top priority project communication and rollout strategy at executive level


  • A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
  • Strong interpersonal skills and ability to interact effectively with all levels of management
  • Driven, positive, team-player with unwavering personal integrity
  • Adaptable to change in a fast-paced environment
  • Ability to multi-task and manage multiple projects with tight deadlines
  • Strong communication skills, resourcefulness and independence to manage a variety of assignments
  • Must be a self starter with strong critical thinking and analytical skills
  • Works well independently or as part of a team
  • Strong analytical skills. Strong PC skills. Advanced Excel and PowerPoint a must
  • Knowledge of the Chase Wealth Management, Global Wealth Management or Consumer Banking business models, organization structure and performance metrics preferred
  • 3-5 years of prior experience in financial services industry, preferably in wealth management
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.  
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JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.