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Digital Wealth Management - Business Analyst/Project Manager - Associate/Analyst (New York, NY)

Req #: 170098186
Location: New York, NY, US
Job Category: Digital
Potential Referral Amount: 4000 US Dollar (USD)
JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan and Chase brands, the firm serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients.
The Digital Wealth Management (DWM) organization aims to create a fully-integrated digital experience for investment clients across the wealth continuum. DWM partners closely with the business, both in Global Wealth Management (GWM) globally and Chase Wealth Management (CWM) domestically – including senior management and front office leaders – to ensure the DWM roadmap and digital product offerings meet client needs and enhance their relationships with the firm. In delivering a compelling, omni-channel journey through the entire client life cycle, DWM will extend and amplify the firm’s wealth management experience through digital. Tight collaboration with functional partners and control areas is essential in DWM’s goal of executing against a multi-year strategic initiative that will drive growth in financial performance, increase business and operational efficiency, improve client satisfaction and increase market share.
Role Overview:
J.P. Morgan OnlineSM (JPMOL) is a single comprehensive site for U.S. booked Private Banking clients to manage their wealth and access their Investment, Banking and Credit account information.  This robust site allows U.S. Private Bank clients to manage their banking, credit and investment accounts from their mobile device or desktop. The site also allows clients to transfer funds, pay bills and credit cards—and communicate with their J.P. Morgan team, among other activities.
DWM is seeking a highly effective Online Business Analyst/Project Manager to manage end-to-end execution of small scale projects across the J.P. Morgan online project portfolio. This work-stream focuses on developing subject matter expertise across all functional areas of the J.P. Morgan Online platform. The candidate will:
All candidates should have outstanding analytical and problem-solving skills, excellent written and oral communication skills, and an underlying passion for digital engagement.
  • Create and manage business requirements, detailing specifics of the project scope.
  • Partner effectively with technology, design and operations to ensure that project deliverables meet business requirements.
  • Design and develop behavioural analytics for consumption by Advisors and senior management.
    Collaborate with team members to develop senior management level presentations.
  • Provide JPMOL demonstrations to key stakeholders, including Advisors.


  • 5+ years of experience working in financial services, preferably in wealth management.
  • 3+ years of Program/Project Management experience.
  • Excellent written and oral communication skills.
  • Expertise in designing processes and workflows.
  • Experience with digital project execution and management.
  • Strong familiarity with digital platforms and websites.
  • Proven track record to manage tight delivery timelines and execute with calmness under pressure with attention to detail and accuracy.
  • Flexibility with different types of tasks and unforeseen, ad-hoc projects.
  • Ability to be a team player and/or individual contributor.
  • Interest for and familiarity with the digital space.
  • Strong analytical & problem solving skills.
  • Strong presentation creation and presentation skills.
  • Strong Excel, PowerPoint, Visio, Project, and Access skills.
  • Bachelor's Degree
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