JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.
J.P. Morgan Wealth Management:
J.P. Morgan Wealth Management (WM) delivers the highest quality advice, service, capabilities and products to high-net-worth individuals and families in every major market throughout the world. We deliver highly customized and tailored solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm. WM addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, raising of capital, and specialty wealth advisory services.
Within Wealth Management, the Global Controls Management organization’s primary function is to (i) ensure a sustainable and disciplined end-to-end control environment for WM; (ii) identify and escalate issues with a sense of urgency; and, (iii) partner with the business to ensure timely remediation of issues.
The Controls Program Team (CPT) – part of the Global Controls Management organization – launched in Q1 2017 with a principal mission to manage the transition of major Controls programs into a sustainable future-state BAU within WM, including (i) planning and leading the transition of those programs from individual program teams into the Controls Management organization framework; (ii) directing processes that ensure ongoing sustainability across the WM business; and, (iii) serving as the subject matter lead to key members of the Controls Management organization and their business partners across all regions, products and practices WM-wide.
Executive Directors will serve as Program Control Leads (PCLs), working closely with the CPT Head, Program Control Managers (PMCs) and other CPT team members, and colleagues across WM, as well as with Asset & Wealth Management and firm-wide program partners in order to successfully deliver on the team’s mission. Based in New York, PCLs on the team will be responsible for a major global program, or a portfolio of global initiatives (projects) in delivering the team’s overall mission, with role priorities that include:
Managing the transition of key firm-wide & WM controls programs to a sustainable BAU state across WM globally to ensure a sound foundation for ongoing controls management in the business
Partnering with Business Control Officers, Legal, Risk, and Compliance and other key partners and functional leads to coordinate with and support the RCSA program relative to their programs or initiatives
Collaborating in enhancing and strengthening our methodology and approach for the Controls Program Team
Driving consistent execution disciplines across the team’s entire scope of programs and initiatives
Building and maintaining excellent relationships with internal partners and colleagues
Skills and experience required for the position include:
- 10 years program management, management consulting, or equivalent experience in complex financial enterprises; knowledge of wealth management businesses, controls or compliance preferred
- Exceptional leadership, interpersonal, and collaboration skills, with the ability to successfully engage a broad range of individuals at all levels of seniority across various business segments and key support functions
- Experience in leading global initiatives and solving diverse execution challenges
- Strong ability to learn new concepts, systems, processes, and initiatives
Exceptional critical thinking, program management, analytical and communication skills with the ability to directly address conflicts and escalate issues where appropriate
Highly effective at multi-tasking and adapting to changing priorities in a dynamic business environment, and at continually assessing and reprioritizing team’s focus on key priorities in delivering for the business
- Excellent skills using Excel, MS PowerPoint and other Office tools efficiently – both personally and in directing the efforts of team members
Personal traits: Highly organized, reliable, proactive, flexible, results- and action-oriented. Intellectual curiosity and integrity; strong team leader and culture carrier, with positive attitude and team spirit; desire to learn and grow and to mentor and develop others; and, strong presence with senior executives.