Chase · 3 weeks ago
J.P. Morgan Wealth Management - Program Project Manager - Columbus, OH
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Senior Level
7+ years expChase is a leading global financial services firm, and they are seeking a Vice President Program/Project Manager in Wealth Management. This role involves leading large-scale Electronic Communication projects, collaborating with cross-functional teams, and managing operational changes to align with strategic objectives.
BankingFinancial Services
Responsibilities
Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program
Organize and execute operational process changes, including annual reviews and change management
Ensure compliance with change management processes and firm guidelines
Evaluate data needs and technology opportunities to create effective management information systems
Develop and communicate program updates to internal forums, business partners, and senior management
Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives
Support compliance testing, audits, and risk assessments for the E-Comm Review Program
Coordinate recruiting, onboarding, and staffing for program capacity projections
Lead new hire training and ongoing development for E-Comm Review Program employees and partners
Partner with Technology to communicate business needs and track project progress
Define project objectives, success metrics, and oversee execution of deliverables
Qualification
Required
7 years of experience in the securities or investment industry
Strong technical acumen and understanding of the technology development lifecycle
Proven project management experience, including leading teams through full project lifecycles
In-depth analytical skills and ability to make data-driven decisions
Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income)
Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC)
Excellent communication skills, both oral and written
Ability to manage multiple projects of varying size and complexity
Demonstrated initiative and achievement of challenging goals
Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint
Bachelor's degree or significant equivalent experience in a related securities industry position
Preferred
Experience with Agile and/or Jira
Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau)
Business and technology consulting experience
Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license)
Experience in process design, technology development, and business readiness
Experience influencing and aligning cross-functional stakeholders
Openness to developmental feedback and a collaborative work environment
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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