J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager

Job Description

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.

Job 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. 

  Required qualifications, capabilities, and skills

• A minimum of 5  years of experience in project management and process improvement.
• a minimum of 3 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.

Preferred qualifications, capabilities, and skills

• College degree (or equivalent) strongly preferred.
• Experience with compliance, supervision, controls, and or legal initiatives.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.