J.P. Morgan Wealth Management Program Project Manager Columbus, OH
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Job Location:
Columbus, NE - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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.
Job 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
Required Qualifications Capabilities and Skills
- 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
- Bachelors degree or significant equivalent experience in a related securities industry position
Preferred Qualifications Capabilities and Skills
- 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
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
