J.P. Morgan Wealth Management- Vice President, Business Transformation

The US Wealth Management Business Transformation Office (BTO) is seeking an experienced Vice President to join their team in New York or Columbus. This role will be part of an internal consulting group responsible for the end-to-end strategy definition and execution for the firm’s top strategic initiatives. BTO partners across functions, business lines and leadership teams to drive value for Advisors, Clients, and the overall business. Project scope and responsibilities will evolve to ensure alignment with priorities across all Wealth Management channels including Chase Wealth Management (in-branch), JP Morgan Advisors (brokerage), National Branch (remote) and Self-directed/Online Investing (digital).

The Vice President position calls for a high degree of collaboration across functions including Senior Leadership, Front Office Advisors, Product Specialists, Operations, Technology and Marketing/Communications to implement complex transformational change. The successful candidate will be a proactive problem solver, passionate about driving clarity, decision making and results despite ambiguity. This role calls for a high-degree of analytical skills to synthesize and make sense of data, processes and details. The right candidate will have experience in Wealth Management, Financial Services, Investments and/or Management Consulting.

 

Job responsibilities

• Define and analyze business problems/objectives and translate into tangible solutions
• Assess current state, develop detailed target state operating models and implementation roadmaps to support cross-functional change 
• 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
• Think innovatively to analyze, design and prioritize alternative solutions 
• Influence a cross-functional, diverse environment to change status quo
• Create and deliver compelling presentations for senior leadership
• Develop and train junior BTO team members
• Forge relationships (internally and across functions) and build a network throughout the firm
• Stay up-to-date with industry trends, competitive landscape and emerging technologies

 

Required qualifications, capabilities, and skills

• 6+ years of experience in management consulting and/or program management
• Demonstrated experience driving large scale, complex projects and operating model changes thru design, planning, documenting and execution 
• High proficiency in leading program workstreams and cross-functional working groups 
• Experience with end-to-end processes/infrastructure, including advisors, client service, product, technology, operations and controls
• Comfortable with ambiguity, adapts to change and navigates large organizations with confidence
• Detail oriented, organized and familiar with program management and process mapping tools/methodology 
• Strong track record of stakeholder management, influencing and executive-level communication skills 
• Strong understanding of emerging trends in wealth management

Preferred qualifications, capabilities, and skills

• Wealth Management experience preferred 
• MBA (or equivalent) strongly 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 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