
at J.P. Morgan
Bulge Bracket Investment BanksPosted 2 months ago
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Vice President in the Business Transformation Office at J.P. Morgan Wealth Management, based in New York. Leads end-to-end delivery of strategic transformation programs that improve client and advisor experiences across front, middle, and back offices. Responsible for defining problems, designing target operating models, implementing roadmaps, managing cross-functional workstreams, and communicating with senior leadership. Requires strong consulting and program management experience with deep knowledge of wealth management processes.
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
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



