J.P. Morgan Wealth Management - Program Project Manager - Columbus, OH

JPMorgan Chase•Columbus, OH

13d

About The Position

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization.

Requirements

7 years of experience in the securities or investment industry
Strong technical acumen and understanding of the technology development lifecycle
Proven project management experience, including leading teams through full project lifecycles
In-depth analytical skills and ability to make data-driven decisions
Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income)
Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC)
Excellent communication skills, both oral and written
Ability to manage multiple projects of varying size and complexity
Demonstrated initiative and achievement of challenging goals
Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint
Bachelor’s degree or significant equivalent experience in a related securities industry position

Nice To Haves

Experience with Agile and/or Jira
Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau)
Business and technology consulting experience
Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license)
Experience in process design, technology development, and business readiness
Experience influencing and aligning cross-functional stakeholders
Openness to developmental feedback and a collaborative work environment

Responsibilities

Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program
Organize and execute operational process changes, including annual reviews and change management
Ensure compliance with change management processes and firm guidelines
Evaluate data needs and technology opportunities to create effective management information systems
Develop and communicate program updates to internal forums, business partners, and senior management
Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives
Support compliance testing, audits, and risk assessments for the E-Comm Review Program
Coordinate recruiting, onboarding, and staffing for program capacity projections
Lead new hire training and ongoing development for E-Comm Review Program employees and partners
Partner with Technology to communicate business needs and track project progress
Define project objectives, success metrics, and oversee execution of deliverables