J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager
About The Position
Business Transformation Office drives and executes critical change initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management 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, Marketing, and Technology to implement complex, transformational change. As an Associate within the Business Transformation Team you will work as part of a team on programs that impact our clients’ experiences and perceptions of the firm, you will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updates
Requirements
- Minimum of 2 years of experience in project management
- Contribute to the development of detailed operating models for business changes
- Demonstrate understanding of client and advisor wealth management processes (front and back office)
- Work autonomously and demonstrate self‐motivation
- Create and deliver compelling presentations for senior leadership
- Forge relationships and build a network throughout the firm
- Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
- Demonstrate personal initiative, ownership, and accountability
- Bachelor’s degree
- Demonstrated ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
- Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)
Nice To Haves
- Experience in strategic consulting, management consulting, process improvement is a plus
Responsibilities
- Define and analyze problem statements and translate into tangible solutions
- Develop detailed operating model for business changes
- Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
- Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
- Analyze and prioritize alternative solutions
- Influence a cross functional, diverse environment to change status quo
- Create and deliver compelling presentations for senior leadership
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.
- Additional details about total compensation and benefits will be provided during the hiring process.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
