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Project Manager - Retail Brokerage - Westerville, OH

Req #: 170109896
Location: Westerville, OH, US
Job Category: Project Management
Potential Referral Amount: 1000 US Dollar (USD)


JPMorgan Chase is seeking talented candidates for a Project Manager (PM) position in our Consumer Bank Wealth Management (CWM) Supervisory group.  The CWM Supervisory team is responsible for the supervision of retail investment sales activities.
We are seeking an experienced project manager to own different work streams of various ongoing CWM projects. The position will require development of multiple project timelines and be able to orchestrate the delivery and execution of those timelines amongst multiple groups. This will require collaboration with various functional areas across CWM. The projects could span: process/operational improvements, product enhancements, technology changes, control enhancements, etc.  This role requires flexibility and comfort with ambiguity given the rapid pace of change and various constituencies involved. The PM is also responsible for ensuring application development activities comply with firm policies and procedures, as well as Federal and State regulations.
*Locations other than Westerville, OH will be considered*
The position represents an excellent opportunity for candidates to:
  • Be exposed to and influence senior management
  • Manage multiple projects important to the firm
  • Develop expertise in wealth management and financial services
  • Strong problem solving, communications and leadership skills in an environment of active mentorship and coaching
  • Advance to other roles within the company
Job Roles & Responsibilities:
  • Work with various wealth management teams, including Field, Product, Risk, Control, Compliance, and Legal in defining, prioritizing and achieving strategic objectives, and ensuring projects meet the approved business requirements
  • Establish strong working relationships with project sponsors, business stakeholders, Technology, Operations, peers, subject matter experts, and others
  • Partner closely with Technology (and other dependent resources) in communicating the business needs, system release prioritization, and tracking/monitoring progress throughout the project life cycle
  • Clearly define project objectives, the project team, success metrics, and plan project deliverables and oversee execution of the overall plan
  • Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational and project levels
  • Manage requirements with the support of subject matter experts, identify all impacted groups, and track key project deliverables
  • Escalate issues timely
  • Develop and contribute concise communication materials for senior management
  • Work collaboratively with team members across departments and staff areas
  • Writing and performing test scripts
  • Ensure change management processes are followed in accordance with firm guidelines
  • Creating and maintaining audit and decision logs
  • Other responsibilities as necessary


    • 6+ years of prior experience in securities or investment industry
    • Strong knowledge of retail investment products including advisory accounts, mutual funds, annuities, equities and fixed income
    • Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC)
    • Project management experience is required
    • Should have experience leading project teams through full project lifecycle from ideation to project implementation including process design,  technology development, testing and business readiness.  Agile experience a plus.
    • Experience managing multiple projects of varying size and complexity
    • Business and technology consulting experience preferred         
    • Outstanding ability to synthesize insights and communicate effectively and confidently (both oral and written), and work well in cross-functional teams
    • A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
    • Openness to an environment of active developmental feedback from peers and managers
    • Excellent and efficient skills using MS Excel, Word, Access, PowerPoint, SharePoint
    • In-depth analytical skills
    • FINRA Series 7 preferred
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