Wealth Management PXT - Finance & Business Management Planning, Vice President jobs in United States
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Chase · 4 months ago

Wealth Management PXT - Finance & Business Management Planning, Vice President

Chase is part of J.P. Morgan Wealth Management, focused on helping investors achieve their long-term financial goals. They are seeking a Vice President to determine the technology investment strategy for the Wealth Management business and manage multi-year investment roadmaps while collaborating with various stakeholders to ensure effective execution and transparency.

BankingFinancial Services
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Responsibilities

Engage closely with cross-functional stakeholders to drive investments that achieve business and client needs, while meeting critical deadlines and key control standards
Develop proper governance models, meeting cadence, and presentations for strategic level communications
Drive disciplined performance management through the tracking and assessment of key performance indicators and financial benefits enabling transparency into achievement of long terms goals of our product and platforms and to inform more frequent budget allocation decisions
Align with product delivery teams to ensure coordinated intake processes for product and technology teams and transparency of backlog delivery and change management across products, platforms, and lines of business
Partner with Product and Platform teams to develop and implement reporting that measures value drivers, spend, team performance trends, future team productivity predictions, and skill set needs assessments
Drive JPMWM’s transformation and partner with other portfolio managers to evolve from demand management, the current toolset, and processes into an agile, autonomous product centric environment

Qualification

Financial Services experienceBusiness planning expertiseWealth Management knowledgeAgile product developmentStakeholder managementInfluencing skillsCommercial judgmentLeadership skillsCommunication skillsOrganizational skills

Required

Bachelor's degree
7+ years relevant Financial Services experience
Strong leader and change agent passionate about partnering with the JPMWM Product and Platform owners on driving results in a more autonomous product centric environment
Superior expertise in business planning; ability to partner with technology, finance, and product/platform teams to drive balanced business outcomes using agile product development techniques
Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Finance, Executive Management)
Knowledge of Wealth Management, technology systems, and interdependencies with technology based solutions
Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
Ability to influence and advise senior management
Business savvy and commercial judgment
Highly organized with excellent partnership and communication skills
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas)
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting
This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring
Candidates must be able to physically work in our offices full-time (5 days)

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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