VP - Project Manager

at JPMorgan Chase in Newark, Delaware, United States

Job Description

The project manager role will lead 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 currently 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 message for Senior Management

+ Prior experience creating high quality presentations used for executive level management communication and transparency into program strategy and progress

+ 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)

+ Data and analytical experience (pivot tables, vlookup, etc.); use of data visualization skills (e.g. Tableau) preferred


+ 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

+ Coordinate 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

+ Lead 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.

+ Coordinate technology and budget planning processes for managed accounts roadmap

+ 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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

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Job Posting: JC217276262

Posted On: Jun 27, 2022

Updated On: Aug 08, 2022