J.P. Morgan Wealth Management - Executive Director, Business Transformation Project Manager

Job Description

The Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the Wealth Management business. Our programs are sponsored by senior executives and are aligned with key business priorities. The team collaborates with Senior Management, Front Office Advisors, Product Specialists, Legal, Technology, and Marketing to implement complex, transformational change.

As the Executive Director, Business Transformation Project Manager in our Wealth Management team, you will define, refine, and deliver transformation strategies to meet the needs of our global business. Demonstrating thought leadership and best practices, you will leverage your deep understanding of business transformation and strong analytical acumen to make informed decisions that deliver to each of our businesses. If you are intellectually curious and have a passion for guiding solutions across organizational boundaries, you may be the perfect fit for our team.

Job Responsibilities

• Drive the execution the of major change initiatives in partnership with the Field, Product Solutions, Marketing, Communications, Service and Operations, Legal, Finance, and Technology
• Define and implement business solutions in the context of existing business operating models, products and platforms, and regulatory constraints that meet business objectives and timing constraints
• Establish and manage robust governance to ensure ongoing leadership, efficient decision-making and partner engagement, as well as approvals via relevant committees
• Define program structure, including discrete workstreams, and engage leads to agree on deliverables, build detailed execution plans and understand risks and dependencies
• Lead subject matter experts and functional partners through project lifecycles and governance tollgates by leveraging approaches in process re-engineering, organizational design, program and change management, as well as internal and client communication or training
• Create transparency around risks, gaps, and opportunities and report in a simple, compelling way
• Manage and develop more junior staff, and participate in recruiting

Required qualifications, capabilities, and skills

• Ability to translate complex business strategies into practical execution plans, leveraging experience driving large-scale transformation
• Deep experience leading end-to-end implementation projects including assessment, planning, current-state analysis, strategy and design, operating model definition
• Knowledge of the Wealth Management business, including client segments, operating models, and current trends
• Ability to foster strong partnerships across the organization, and lead meetings with senior stakeholders
• Track record for building and managing high performing teams
• Experience in strategic consulting, management consulting, or business transformation
• 10+ years of experience in project management

Preferred qualifications, capabilities, and skills

• Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
• Demonstrate personal initiative, ownership, and accountability

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.