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Wealth Management - Strategic Programs Group Project Manager

Req #: 170069152
Location: New York, NY, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
 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
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