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Wealth Management - Project Manager - Mutual Funds SMA's,Toolkit Program - VP

Req #: 170071955
Location: London, ENG, UK
Job Category: Operations
Potential Referral Amount: 5000 Pound Sterling (GBP)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.


The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.


Our Team

The Discretionary Projects team supports the development and delivery of the operational platform for new products. The team is a main point of contact for Product initiatives and change management across all products for the International Private Bank.


Being part of the Discretionary Projects team, the successful candidate will be working in conjunction with our internal partners including Operations, Technology, Business Management, Managed Solutions & Strategy, Portfolio Managers and Control Functions (Legal, Risk and Compliance) across Asia, EMEA and LatAm regions, as well as external providers.

The team supports several multi-year programs for our discretionary platform and business, which focus on portfolio management analytics, centralized portfolio management and client documentation for discretionary strategies.


The Role

The  International Private Bank is kicking off a multi-year initiative to develop its product platform, establishing a mutual fund (MF) with a goal of outsourcing administrative and operational tasks. Manager selection and portfolio construction responsibilities will remain in the Private Bank.

The Senior Operations Project Manager (SOPM) will be responsible for driving the successful implementation of the MF Separately Managed Accounts (SMA) initiative, working closely with another SOPM.  


Key responsibilities:

  • Establish appropriate governance and project framework; enabling decisions to be made with relevant information and on a timely basis
  • ·         Establish the mutual fund structure (Management Company, Board of Directors, Relationship with Advisors and oversight of Service Provider), ensuring consistency with the US Model;

  • Determine the milestones and underlying requirements to execute the project plan in conjunction with stakeholders across the various functional groups;
  •  manage meetings and communication within governance framework, enabling decisions to be made with relevant information and on a timely basis;
  •  drive initiative to successful implementation, ensuring project status, deliverables, issues and risks are identified, monitored, managed  and reported appropriately (ensuring accuracy, completeness, relevance and timely)


This is a high profile initiative and will involve managing many senior stakeholders across multiple functions based in multiple locations involved in multiple work streams. It is a unique opportunity if you are to looking to take on a new challenge and to contribute to a growing international business in a fast paced and innovative environment.


·         The candidate must have:

o   7+ years in project/program management with record of successfully delivering high profile initiatives

o   Significant experience in and knowledge of mutual funds, including legal structures and operating models

o   Stakeholder management at senior level across Front Office, Operations and Technology

·         Ideally the candidate would have experience in:

o   Vendor management for mutual funds

o   Worked with consultancy firms



o   Strong team player with excellent communication skills and proven ability to work in collaboration building strong rapport at all levels

o   Strong organizational and prioritization skills, with ability to multi-task and work well under pressure to meet deadlines

    • Ability to identify critical requirements and potential gaps by understanding complex and interdependent processes
    • An exceptional capacity to exercise good judgement under pressure
    • Highly disciplined self-starter with  the ability to execute independently
    • Strong ownership and integrity with ability to operate in a flexible, dynamic environment where creative and strategic thinking are also required in driving solutions


JPMorgan Chase & Co. offers extensive training and development opportunities, an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
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