Location: New York, NY, United States

J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).

As a Vice President on the CWM Business Project Management Team you will lead strategic initiatives aimed at driving business growth and enhancing client experiences within Chase Wealth Management. This individual will partner with leaders across product, technology, legal, risk, and field teams to deliver large-scale, transformational projects that spark innovation and long-term success. The position requires strong problem-solving skills, advanced analytical capabilities, and the ability to navigate complex issues while driving strategic decisions through execution.

Job Responsibilities

• Lead critical business projects end-to-end, representing the business in planning, execution, and delivery to ensure initiatives meet strategic goals
  • Act as business owner for key initiatives, coordinating across functions to drive alignment, remove roadblocks and deliver outcomes on behalf of the organization 
  • Drive the prioritization, implementation, and measurement of key business goals and targets, managing projects that impact Advisors and their management across multiple stakeholders.
  • Strategize and develop implementation plans for key initiatives effectively.
  • Collaborate and mentor junior members of the team in order to execute project deliverables with a focus on the client and advisor experience 
  • Identify risks and escalate issues promptly, employing a solution-focused mindset to resolve challenges.
  • Interface with senior executives on the leadership team, building relationships across stakeholders to enable the business to achieve its objectives and ensure initiatives are executed as planned in a controlled manner.
  • Build trust and rapport through all interactions, delivering optimal outcomes for the business and fostering an advisor and client-centric mindset across all strategic initiatives.
  • Leverage cross-functional relationships and business knowledge to influence outcomes with quick turnaround times.

Required qualifications, capabilities, and skills

• 7+ years of prior experience in financial services industry, 
• Proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholders.
• Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines.
• Ability to understand and analyze complex business processes, products, and initiatives to identify risks, improve processes, and develop innovative solutions.
• Exceptional interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of organization
• Strong executive storytelling and presentation skills in written form and verbally
• Adaptable to change in a fast-paced & high pressure environment
• Background in corporate strategy or project management role preferred
• Knowledge of the Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organization structure and performance metrics preferred

Required qualifications, capabilities, and skills

Assist in daily operations and strategic planning for Wealth Management Business.