J.P. Morgan Wealth Management Senior Associate, Business Transformation Project Manager
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Job Location:
Jersey, NJ - USA
Monthly Salary:
$ 80750 - 115000
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
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.
- Experiencewithcompliance supervision controls and or legal initiatives.
Required Experience:
Senior 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
