Chase Wealth Management Central Supervisory Executive Director - Westerville, OH
Employment Type : Full-Time
JPMorgan Chase is seeking experienced and talented candidates for a Supervisory Director/Sr. Project Manager (PM) position in our and Wealth Management Supervisory group. The WM Supervisory team is responsible for the supervision of investment sales activities in Chase Wealth Management, JPMorgan Securities and JPMorgan Private Bank. The position will require strong understanding of the Wealth Management business and the ability to lead, drive and advise on large scale and complex projects with longer term life cycles. This will necessitate collaboration with various functional areas and senior management across Wealth Management. Projects could span process/operational improvements, product enhancements, technology changes, control enhancements, along with substantial changes to Op Models. This role requires flexibility and comfort with ambiguity given the rapid pace of change and various constituencies involved.The position represents an excellent opportunity for candidates to:
Be exposed to and influence senior management; Manage multiple projects important to the firm aswell as develop expertise in wealth management and financial services.
Job Roles & Responsibilities:
- Work with various wealth management teams, including Field, Product, Risk, Control, Compliance, and Legal in defining, prioritizing and achieving strategic objectives, and ensuring projects meet the approved business requirements
- Establish strong working relationships with project sponsors, business stakeholders, Technology, Operations, peers, subject matter experts, and others
- Partner closely with Technology (and other dependent resources) in communicating the business needs, system release prioritization, and tracking/monitoring progress throughout the project life cycle
- Clearly define project objectives, the project team, success metrics, and plan project deliverables and oversee execution of the overall plan
- Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational and project levels
- Manage requirements with the support of subject matter experts, identify all impacted groups, and track key project deliverables
- Escalate issues timely
- Develop and contribute concise communication materials for senior management
- Work collaboratively with team members across departments and staff areas
- Writing and performing test scripts
- Ensure change management processes are followed in accordance with firm guidelines
- Creating and maintaining audit and decision logs
- Other responsibilities as necessary
Qualifications
- 15+ years of prior experience in securities, investment, financial industry
- Strong knowledge of investment products including advisory accounts, mutual funds, annuities, equities, fixed income, hedge funds, structured products and private equity
- Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC)
- 10+ years project management experience leading project teams through full project lifecycle from ideation to project implementation including process design, technology development, testing and business readiness. Agile and Jira experience a plus.
- Experience managing multiple projects of varying size and complexity
- Business and technology consulting experience preferred
- Outstanding ability to synthesize insights and communicate effectively and confidently (both oral and written), and work well in cross-functional teams
- A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
- Openness to an environment of active developmental feedback from peers and managers
- Excellent and efficient skills using MS Excel, Word, Access, PowerPoint, SharePoint
- In-depth analytical skills
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans