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Chase · 1 month ago

Asset Wealth Management Operations – Discretionary Accounts Control – Vice President Project Manager - Columbus. OH

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Mid Level

3+ years exp

Chase is one of the oldest financial institutions, offering innovative financial solutions. The role involves driving solutions and partnering with stakeholders to deliver impactful business initiatives in the Discretionary Accounts Control Team.

BankingFinancial Services

Responsibilities

Build and maintain roadmaps that depict feature and functionality timelines

Track releases and ensure timely delivery of product enhancements

Participate in daily scrum meetings, planning, reviews, and retrospectives

Support the development team by answering questions and clarifying requirements

Assist in prioritizing the product backlog based on business cases

Partner with product, proposal, trade, technology, risk, legal, compliance, and operations teams to manage prioritization, resourcing, controls, readiness, and change management plans

Drive solutions across the organization by working with stakeholders in multiple functions and lines of business

Assist in transformation efforts, such as the OLY NYC to Omni conversion

Facilitate effective requirements discussions focused on solving business problems

Write requirements, typically as user stories and epics

Share upcoming and current system features and functionality through end-user demos

Qualification

Business banking experienceRisk managementPortfolio managementChange managementCustomer-centric focusData analysisProactive risk cultureUser story writingStakeholder managementSeries 7 licenseSeries 66 licenseSeries 9 licenseSeries 10 licenseEffective communicationProblem-solvingTeam collaborationPresentation skills

Required

3 years of business banking, controls, risk, or portfolio management experience

Bachelor's degree or equivalent experience

Demonstrate effective execution and drive towards product vision

Maintain a customer-centric focus and strong rapport with end users

Analyze opportunities and problems, recommend solutions, and communicate effectively and confidently, both verbally and in writing

Create a proactive risk and control culture using proven evaluation strategies and sound change management protocols

Provide support for the end-to-end execution of the Risk & Control Self-Assessment, including control breaks and resolutions, to reduce financial loss, regulatory exposure, and reputational risk