Chase · 4 months ago
J.P. Morgan Wealth Management- Vice President, Business Transformation
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
$120K/yr - $184K/yr
6+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Vice President within the Business Transformation Office team, you will focus on strategic programs that impact clients’ experiences and perceptions of JPMC, responsible for end-to-end delivery across the project life cycle.
BankingFinancial Services
Responsibilities
Define and analyze problem statements and translate into tangible solutions
Develop detailed target state operating model for business changes and roadmap for implementation
Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
Think innovatively to analyze, design and prioritize alternative solutions
Influence a cross-functional, diverse environment to change status quo
Create and deliver compelling presentations for senior leadership; Develop and train junior BTO team members; Forge relationships and build a network throughout the firm
Qualification
Required
Minimum of 6 years of experience in management / operational consulting, process improvement (mapping and assessment)
Demonstrated experience driving large scale, complex projects (planning, designing, documenting, communicating)
High proficiency in leading program work streams and cross-functional working groups in a matrix organization
Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, operations and controls
Outstanding communication and presentation skills
Preferred
MBA (or equivalent) strongly preferred
Program management preferably in Wealth Management
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
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
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2026-01-24
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