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Wealth Management, Managed Accounts Transformation Program - Program Management Associate

Company: JPMorgan Chase Bank, N.A.
Location: Newark
Posted on: May 3, 2021

Job Description:

The project manager role will assist with the overall program management of the implementation of a best in class managed account program across Wealth Management. The Program is high profile and spans across multiple lines of business and functions. The goal of the Program is to transform the operating model for managed accounts and reduce the number of technology platforms current in place. The impact will be more capacity for growth, enhanced operational controls and efficiency. The PMO is responsible for providing transparency, governance and coordination across the program as well as with other related programs. This is a top priority change management and transformative program with strong senior leadership support.

Skills & Experience

Ability to synthesize information to formulate a "story" for Senior Management

Understands broad-ranging information and new concepts quickly and able to distil into key points

  • Strong written and verbal communication skills and ability to communicate to senior stakeholders
  • Strong organization skills and attention to detail
  • Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers
  • 5+ years of prior experience in financial services industry, preferably in wealth management or investments organizations
  • Experience in project management, management consulting, change management supporting large scale business and technology initiatives
  • Must be a self-starter with track record of setting an achieving goals and the ability to handling competing priorities and diverse stakeholders in a matrixed reporting environment
  • High level of proficiency using Microsoft Office products' (PowerPoint, Word, Excel)
  • Prior experience creating high quality presentations used for executive level management communication and transparency into program strategy and progress

Data and analytical experience (pivot tables, vlookup, etc.); use of data visualization skills (e.g. Tableau) preferred
  • Bachelor's degree required


Role:
  • Centrally coordinate PMO activities for all managed account platform initiatives; program status tracking, communication to executive stakeholders and ownership of monthly governance and reporting processes
  • Support implementation readiness activities: field training and communication, obtaining relevance change management governance approvals, etc.
  • Creation of CEO-level executive presentations and communications
  • Preparation, execution, and follows ups of management meetings, business reviews and offsites
  • Support post-implementation activities: create reporting and analytics on adoption of new tools, host daily production huddles to isolate production issues for communication to field, etc.
  • Plan and execute small-to-medium scale projects or business initiatives independently.
  • Lead status meetings at the project level
  • Organize discreet work efforts and provide overall project or program tracking.
  • Demonstrate team spirit and strong collaboration skills across functions and LOBs
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Keywords: JPMorgan Chase Bank, N.A., Newark , Wealth Management, Managed Accounts Transformation Program - Program Management Associate, Other , Newark, Delaware

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