Location: New York, NY, United States

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 a Vice President within the Business Transformation Office team, you will focus on strategic programs that impact our clients’ experiences and perceptions of JPMC. You will be responsible for end-to-end delivery across the project life cycle and accountable to WM senior management for comprehensive program updates. You will leverage your strengths in consulting, problem identification/resolution, effective communication, product knowledge, and marketing. This role requires flexibility and the ability to quickly adapt within a dynamic environment.

Job responsibilities

• Define and analyze problem statements and translate into tangible solutions
• Develop detailed target state operating model for business changes and roadmap for implementation
• Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), 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
• Think innovatively to analyze, design and prioritize alternative solutions 
• Influence a cross-functional, diverse environment to change status quo
• Create and deliver compelling presentations for senior leadership; Develop and train junior BTO team members; Forge relationships and build a network throughout the firm

Required qualifications, capabilities, and skills

• Minimum of 6 years of experience in management / operational consulting, process improvement (mapping and assessment)
• Demonstrated experience driving large scale, complex projects (planning, designing, documenting, communicating)
• High proficiency in leading program work streams and cross-functional working groups in a matrix organization
• Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, operations and controls
• Outstanding communication and presentation skills 

Preferred qualifications, capabilities, and skills

• MBA (or equivalent) strongly preferred
• Program management preferably in Wealth Management

 

The team will be responsible for end-to-end delivery across the project life cycle and accountable program updates