J.P. Morgan Wealth Management - Senior Associate, 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 Senior Associate within the WM Business Transformation team, you will work as part of a team on strategic programs that impact our clients’ experiences and perceptions of the firm. You will be responsible for supporting the end-to-end delivery across the project life cycle and accountable to partners & key stakeholders for comprehensive program updates. This role requires flexibility and the ability to quickly adapt within a dynamic environment.
Job responsibilities
Define and analyze problem statements and translate into tangible solutions
Review and develop detailed operating model for business transformation
Leverage understanding of client and advisor wealth management processes (front, middle, and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
Own one to multiple workstreams including assessment, planning, project management, execution and evaluation
Analyze and develop alternative solutions for decisioning
Influence program and workstream partners & stakeholders
Create and deliver comprehensive professional presentations for senior leadership with limited supervision
Required qualifications, capabilities, and skills
Minimum of 2 years of experience in project management
Demonstrate understanding of client and advisor wealth management processes (front, middle, and back office)
Work autonomously and demonstrate self‐motivation & owner mentality
Forge relationships and build a network throughout the firm
Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
Demonstrate personal initiative, ownership, and accountability
Proven ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)
Maintain a positive attitude and act as a team player while delivering on high priority, time sensitive initiatives
Preferred qualifications, capabilities, and skills
Experience in strategic consulting, management consulting, process improvement is a plus
Familiarity with wealth management or financial services
Familiarity with operating model analysis & definition