J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager
About The Position
Business Transformation Office (BTO) – Regulatory drives and executes critical regulatory change initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management (WM) business. Our transformation programs are sponsored by C-suite executives and span growth, regulatory, and location strategy. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Technology, and Supervision to implement complex, transformational change. BTO Regulatory is a thought-leader on how to comply and is responsible for driving the end-to-end development of solutions, ultimately becoming a subject matter expert in the rule and business models. The team provides ongoing support post implementation and builds on the knowledge gained to continue to drive improvements, respond to industry changes, as well as feedback from auditors, regulators, and the business. As a Senior Associate on the BTO Regulatory Project Management and Operating Model team within the Business Transformation Office – Regulatory, you will provide oversight, reporting, and escalation of regulatory projects. You will partner with teams across Wealth Management, Operations, Controls, Compliance supervision to deliver and oversee projects and timely execution, thus helping to maintain compliance with policies, procedures, processes, and technology established to meet regulatory requirements.
Requirements
- 2+ years of experience in project management and process improvement.
- 2 + years of experience with the wealth management infrastructure, including advisors, client service, product, technology, operations, supervision, and controls.
- Strong analytical and logical thinking. Willingness to learn how to identify trends, themes, and opportunities from the information.
- Intermediate/Advanced experience using Microsoft Office, including Excel, Visio, and PowerPoint.
Nice To Haves
- College degree (or equivalent) strongly preferred.
- Experience with compliance, supervision, controls, and or legal initiatives.
Responsibilities
- Support project management initiatives through end-to-end management of the project lifecycle. Based on understanding the processes, procedures and technology infrastructure to design and implement solutions to comply with new/existing regulations.
- Partner with Wealth management Business, Technology, Legal, Compliance, Controls, Supervision & Risk to meet project and regulatory goals
- Track project status, milestones, issues, assumptions & dependencies
- Follow up on Issues, Risks, Change Controls
- Ensure milestones are met timely
- Create and manage program level artifacts
- Author procedures and job aides that support project implementation.
- Organize ongoing roadmap needs; embrace ambiguity and adapt to shifting priorities
- Serve as an alternate for record management responsibilities.
Benefits
- We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
- Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
- We also offer a range of benefits and programs to meet employee needs, based on eligibility.
- These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
