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Chase · 1 month ago

Wealth Management Solutions, ConnectWealth Program Manager - Vice President

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Mid, Senior Level

$119K/yr - $197K/yr

6+ years exp

Chase is a leading financial services firm, and they are seeking a Vice President for their ConnectWealth program. This role is critical in driving the execution of a transformative initiative aimed at revolutionizing the managed accounts operating model and delivering a cutting-edge technology platform.

BankingFinancial Services

Responsibilities

Establish and lead a best-in-class PMO function that serves as the nerve center for the ConnectWealth program

Partner with the Program Lead to develop and execute the overall program strategy, roadmap, and delivery plan

Drive rigorous program governance, including risk and issue management, change control, and executive reporting

Proactively monitor and manage cross-functional dependencies, ensuring seamless integration across workstreams

Lead the development and implementation of a robust change management framework to drive adoption and business readiness

Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program success

Foster a culture of continuous improvement, innovation, and agility within the program team

Mentor and guide junior team members, nurturing the next generation of leaders

Qualification

Wealth ManagementProgram ManagementAgile MethodologiesSoftware Development Life CycleProject Management ToolsData ManagementChange ManagementCloud TechnologiesInfluential CommunicationBusiness AcumenData AnalysisProcess OptimizationStrategic ThinkingProblem-SolvingTeam Leadership

Required

Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management

6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context

Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management

Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management

Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)

Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making

Highly influential communicator with the ability to engage and align stakeholders at all levels

Proven ability to lead and motivate high-performing teams in a matrixed environment

Strong business acumen and understanding of wealth management products, operations, and technology

Bachelor's degree in a technical field (e.g., Computer Science, Engineering) or equivalent experience; advanced degree (e.g., MBA, PMP) strongly preferred