ConnectWealth - Strategic Execution Lead, Vice President

JPMorganChase

New York (NY)

On-site

USD 180,000 - 270,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

JPMorganChase, within J.P. Morgan Wealth Management, seeks a Vice President, Strategic Execution Lead to drive the ConnectWealth transformation, modernizing investment platforms and enhancing advisor experiences.

You will translate strategy into measurable outcomes, manage dependencies, and ensure delivery of an integrated roadmap across Investments, Product, Technology and Operations. You will lead executive reporting, align stakeholders, and champion AI-enabled delivery to improve planning,

Qualifications

  • 10+ years leading strategic initiatives, transformations, or complex cross-functional programs.
  • Experience within wealth management, investments, or investment platform delivery.
  • Proven track record delivering large-scale business and technology transformations.
  • Expertise in strategic execution, dependency management, organizational alignment, and executive governance.
  • Demonstrated AI fluency and practical use of AI to boost productivity and outcomes.
  • Exceptional executive communication and presentation skills, including C-suite materials.
  • SDLC and business-to-technology delivery experience.

Responsibilities

  • Lead execution of a complex, multi-year transformation spanning multiple lines of business and functions.
  • Translate strategic priorities into clear execution plans, measurable outcomes, and delivery commitments.
  • Drive accountability and execution discipline across diverse stakeholders and teams.
  • Serve as the connective tissue across Investments, Product, Technology, and Operations.
  • Lead resolution of cross-functional dependencies, risks, trade-offs, and competing priorities.
  • Build alignment across teams to accelerate decision-making and execution.
  • Create executive-ready reporting and strategic narratives for leadership reviews.
  • Translate complex program execution, risks, dependencies, and trade-offs into concise narratives.
  • Develop data-driven materials highlighting business impact and required leadership actions.
  • Ensure communications are concise, visually compelling, and action-focused.
  • Partner with Investments and Product leaders to align platform capabilities with investment workflows.

Skills

Strategic leadership
Wealth management experience
Large-scale transformations
Strategic execution
AI fluency
Executive communication
SDLC delivery

Job description

Job Description
J.P. Morgan Wealth Management is seeking a Vice President, Strategic Execution Lead to drive execution of ConnectWealth, a flagship transformation focused on modernizing investment platforms, enhancing advisor experience, and enabling the next generation of wealth management capabilities.

Job Description
J.P. Morgan Wealth Management is seeking a Vice President, Strategic Execution Lead to drive execution of ConnectWealth, a flagship transformation focused on modernizing investment platforms, enhancing advisor experience, and enabling the next generation of wealth management capabilities.
As a Vice President, Strategic Execution Lead for ConnectWealth, you will sit at the intersection of Investments, Product, Technology, and Operations and is responsible for translating strategy into measurable business outcomes. Acting as the central execution leader, the successful candidate will drive alignment across stakeholders, manage critical dependencies, accelerate decision-making, and ensure delivery of an integrated transformation roadmap.
This is a highly visible leadership role offering the opportunity to shape how Wealth Management delivers strategic change through technology modernization, AI-enabled productivity, and cross-functional collaboration.
Job Responsibilities

  • Lead execution of a complex, multi-year transformation that spans cross lines of business and functions.
  • Translate strategic priorities into clear execution plans, measurable outcomes, and delivery commitments.
  • Drive accountability and execution discipline across a diverse set of stakeholders and teams.
Cross-Functional Leadership & Dependency Management
  • Serve as the connective tissue across Investments, Product, Technology, and Operations.
  • Lead resolution of cross-functional dependencies, risks, trade-offs, and competing priorities.
  • Build alignment and momentum across teams to accelerate decision-making and execution.
Executive Reporting & Strategic Storytelling
  • Create C-suite-ready materials for executive reporting, leadership offsites, steering committees, and strategic updates.
  • Translate complex program execution, risks, dependencies, and trade-offs into clear, decision-ready narratives.
  • Develop polished, data-driven materials that highlight business impact, key outcomes, decisions, and required leadership actions.
  • Ensure executive communications are concise, visually compelling, and focused on driving alignment and results.
Investment Platform Leadership
  • Partner with Investments and Product leaders to ensure platform capabilities support investment strategies, investment workflows, and managed account solutions.
  • Apply knowledge of wealth management operating models and investment lifecycle processes to inform execution decisions and roadmap priorities.
AI-Native Delivery & Productivity
  • Champion AI-enabled ways of working to improve planning, reporting, analysis, governance, and decision-making.
  • Drive adoption of AI and automation to increase productivity, improve transparency, and reduce execution friction.
  • Partner with Product, Technology, Legal, Risk, Compliance and Control teams to incorporate AI considerations into platform strategy, delivery, and operating models.
Leadership
  • Influence and lead cross-functional teams in a complex, matrixed environment.
  • Foster a culture of accountability, continuous improvement, transparency, and execution excellence.
  • Represent the program in executive governance and leadership forums.
Required Qualifications, Capabilities And Skills
  • 10+ years leading strategic initiatives, transformations, or complex cross-functional programs.
  • Experience within wealth management, investments, managed accounts, or investment platform delivery.
  • Proven track record delivering large-scale business and technology transformations.
  • Expertise in strategic execution, dependency management, organizational alignment, and executive governance.
  • Demonstrated AI fluency and practical application of AI to improve productivity, decision-making, and business outcomes.
  • Exceptional executive communication and presentation skills, including development of C-suite presentations, leadership offsite materials, and strategic narratives.
  • Software Development Lifecycle (SDLC) and business-to-technology delivery.
ABOUT US
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

ConnectWealth - Strategic Execution Lead, Vice President
ConnectWealth - Strategic Execution Lead, Vice President

J.P. Morgan • New York (NY)

On-site
USD 180,000 - 240,000
Health insurance
On-site health and wellness centers
Retirement savings plan
+4
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate

Next Frontier Capital • Jersey City (NJ)

On-site
USD 120,000 - 180,000
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product[...]
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product[...]

JPMorganChase • Jersey City (NJ)

On-site
USD 80,000 - 110,000
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
+2
ConnectWealth, Advisor Service & Platform Lead
ConnectWealth, Advisor Service & Platform Lead

Fairygodboss • Columbus (OH)

On-site
USD 180,000 - 250,000
Health care coverage
Retirement savings plan
Tuition reimbursement
+1
ConnectWealth - Strategic Execution Lead, Vice President
ConnectWealth - Strategic Execution Lead, Vice President

JPMorgan Chase & Co. • New York (NY)

On-site
USD 180,000 - 320,000
Wealth Management Solutions - Product Delivery, Vice President
Wealth Management Solutions - Product Delivery, Vice President

JPMorganChase • New York (NY)

On-site
USD 150,000 - 185,000
Health care coverage
On-site health and wellness centers
Retirement savings plan
+4
Software Engineer III - Wealth Management Tech | Investment Platforms & Systems
Software Engineer III - Wealth Management Tech | Investment Platforms & Systems

Fairygodboss • Jersey City (NJ)

On-site
USD 150,000 - 210,000
Competitive compensation
Wealth Management, Multi-Asset Product Development, Vice President
Wealth Management, Multi-Asset Product Development, Vice President

JPMorganChase • New York (NY)

On-site
USD 180,000 - 240,000
Health care coverage
Retirement plan
Tuition reimbursement
+1
Senior AI Engineering Lead , Asset Wealth Management Private Bank - Vice President
Senior AI Engineering Lead , Asset Wealth Management Private Bank - Vice President

JPMorganChase • Jersey City (NJ)

On-site
USD 180,000 - 240,000
Applied AIML Lead - Vice President
Applied AIML Lead - Vice President

Fairygodboss • Jersey City (NJ)

On-site
USD 180,000 - 280,000