Chase · 1 day ago
ConnectWealth NY | Program and Advisor Experience Lead (Vice President)
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$119K/yr - $197K/yr
6+ years expChase is one of the oldest financial institutions offering innovative financial solutions. The ConnectWealth Program and Advisor Experience Lead will drive the execution of the ConnectWealth program, focusing on advisor engagement and platform deliverables while ensuring technology transformation delivers tangible value.
FinanceBankingFinancial Services
Responsibilities
Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction
Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities
Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption
Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams
Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes
Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health
Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives
Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making
Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed
Drive data-driven decision making through robust metrics, KPIs, and program analytics
Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences
Partner with business and technology leaders to align transformation initiatives with strategic business objectives
Qualification
Required
Bachelor's degree required
Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management
Demonstrated success driving advisor engagement and adoption initiatives
6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context
Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management
Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management
Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)
Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making
Highly influential communicator with the ability to engage and align stakeholders at all levels
Proven ability to lead and motivate high-performing teams in a matrixed environment
Strong business acumen and understanding of wealth management products, operations, and technology
Preferred
Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)
Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification
Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services
Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment
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
Recent News
Financial Sector Technology
2026-02-05
2026-02-05
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