J.P. Morgan Wealth Management - Vice President, Business Transformation Project Manager
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 a Vice President within the WM Business Transformation Office team, you will focus on strategic programs that impact our clients’ experiences and perceptions of the firm. 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
- Drive the execution of a major change initiative in partnership with the Field, Product Solutions, Marketing, Communications, Service & Operations, Legal, Finance, and Technology
- Develop detailed current and target state operating model for business transformation and implementation roadmaps
- 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 multiple workstreams and / or end-to-end program implementation 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 professional 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 or operational consulting and process improvement (mapping and assessment)
- Familiarity with detailed operating model analyses & definition
- Demonstrated experience with 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
- Maintain a positive attitude and act as a team player while delivering on high priority, time sensitive initiatives
Preferred qualifications, capabilities, and skills
- Significant program management preferably in Wealth Management or financial services generally