J.P. Morgan Wealth Management - Vice President - Business Operations

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Vice President on the Chase Wealth Management Business Project Management Team, you will support the Chase Wealth Management Business in both the day-to-day support of the business and its strategic initiatives. You will own and drive various aspects of large scale and day-to-day business initiatives, from both a tactical and strategic perspective. The role requires excellent communication skills, flexibility and comfort with ambiguity and a rapid pace of change, attention to detail, and strong collaboration with various businesses and functional areas across J.P. Morgan Wealth Management, Consumer Banking, Home Lending and Business Banking.  

Job Responsibilities

• Drive prioritization, implementation and measurement of key priorities, goals, and targets for the business that includes managing projects that impact Advisors and their management across multiple stakeholders
• Effectively strategize and develop implementation plans for key initiatives
• Partner with various stakeholders, including product and technology teams, to drive execution of business initiatives 
• Identify risk and escalate issues quickly and appropriately, helping to resolve with solution-focused mindset
• Collaborate and mentor junior members of the team in order to complete project deliverables
• Interface with senior executives on the leadership team and build relationships across various stakeholders to enable the business to achieve its objectives and to ensure initiatives are executed as planned in a properly controlled manner
• Build trust and rapport through all interactions to deliver the right outcomes for the business; driving advisor and client mindset across all strategic initiatives 
• Leverage cross-functional relationships and knowledge of the business to help influence to outcomes with short turnaround times
• Prepare executive reports, presentations and communications for variety of audience and constitutes including Senior Management and Leadership, among other stakeholders 

Required qualifications, capabilities and skills

• 7+ years of prior experience in financial services industry, preferably in wealth management or investments organizations
• Proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholders.
• Exceptional interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of organization
• Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines.
• Strong executive storytelling and presentation skills in written form and verbally, and ability to adjust approach for various audiences
• Experience supporting large organizational and technology transformations
• Adaptable to change in a fast-paced & high pressure environment
• Proficient in PowerPoint and Excel

 Preferred qualifications, capabilities, and skills

• Background in corporate strategy, management consulting 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

 

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. For those in eligible roles, discretionary incentive compensation which may be awarded in