JPMorganChase · 1 hour ago
J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager
New York, NY
Full-time
Onsite
Entry, Mid Level
$81K/yr - $115K/yr
2+ years expJPMorganChase is a leading financial services firm that helps nearly half of America’s households achieve their financial goals. The Senior Associate will work within the Business Transformation Team to drive critical change initiatives, ensuring comprehensive program updates and enhancing client experiences.
Asset ManagementBankingFinancial Services
Responsibilities
Define and analyze problem statements and translate into tangible solutions
Develop detailed operating model for business changes
Leverage understanding of client and advisor wealth management processes (front and back office), 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
Analyze and prioritize alternative solutions
Influence a cross functional, diverse environment to change status quo
Create and deliver compelling presentations for senior leadership
Qualification
Required
Minimum of 2 years of experience in project management
Contribute to the development of detailed operating models for business changes
Demonstrate understanding of client and advisor wealth management processes (front and back office)
Work autonomously and demonstrate self‐motivation
Create and deliver compelling presentations for senior leadership
Forge relationships and build a network throughout the firm
Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
Demonstrate personal initiative, ownership, and accountability
Bachelor's degree
Demonstrated ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)
Preferred
Experience in strategic consulting, management consulting, process improvement is a plus
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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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