J.P. Morgan Wealth Management- Vice President, Project and Process Improvement Specialist

JPMorgan Chase; Jersey City (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase, within the J.P. Morgan Wealth Management Chief Administrative Office, seeks a Project and Process Improvement Specialist to drive regulatory, risk, and business transformation initiatives across Wealth Management.

You will own project delivery from initiation to outcomes and collaborate with Business, Legal, Risk, Compliance, and Technology teams to implement optimal solutions. Responsibilities include leading end-to-end project lifecycles, developing roadmaps and presentations

Qualifications

• Five+ years of VP-level project management experience in Wealth Management or Private Bank.
• Experience leading end-to-end change initiatives across functions.
• Experience developing project plans, scope documentation, business requirements, issue documentation, and process flows.
• Experience translating complex issues into clear written and presentation materials.
• Securities Industry Essentials and FINRA Series 99.

Responsibilities

• Lead strategic and ongoing business initiatives through end-to-end management of the project lifecycle.
• Partner with Wealth Management Business, Technology, Legal, Risk, Compliance, and Controls teams to develop and implement solutions that meet project and regulatory objectives.
• Track project status, milestones, issues, assumptions, and dependencies to support timely completion of deliverables.
• Manage issue, risk, and change-control activities, including documentation, mitigation, and closure.
• Develop and maintain project roadmaps, status reports, scorecards, and data and process flows.
• Deliver concise presentations, reports, and scorecards that communicate project status and recommendations to senior management and stakeholders.
• Provide analysis and recommendations that support senior-management decision-making.
• Lead process-improvement initiatives that simplify processes, strengthen controls, reduce operational risk, and improve business effectiveness.

Skills

Project management

Stakeholder mgmt

Data analysis

Process improvement

Presentation skills

Change management

Cross-functional

Communication

Negotiation

Leadership

Tools

PowerPoint

Visio

Job description

Help shape how our business delivers regulatory and business change. Join a collaborative team where you will partner across functions to strengthen controls, improve processes, and deliver solutions that support business and regulatory objectives. You will have the opportunity to lead meaningful initiatives, expand your influence across J.P. Morgan Wealth Management, and provide insights that support executive decision-making.

Job Summary

As a Project and Process Improvement Specialist within the J.P. Morgan Wealth Management Chief Administrative Office, you will lead high-visibility regulatory, risk, and business transformation initiatives across J.P. Morgan Wealth Management. You will manage strategic and ongoing business initiatives throughout the project lifecycle, taking ownership of execution, delivery, and outcomes. You will partner with Business, Technology, Legal, Risk, Compliance, and Controls teams to develop and implement solutions that meet business and regulatory objectives. You will also lead continuous process improvements and provide insights that support executive decision-making.

Job Responsibilities

• Lead strategic and ongoing business initiatives through end-to-end management of the project lifecycle.
• Partner with Wealth Management Business, Technology, Legal, Risk, Compliance, and Controls teams to develop and implement solutions that meet project and regulatory objectives.
• Track project status, milestones, issues, assumptions, and dependencies to support timely completion of deliverables.
• Manage issue, risk, and change-control activities, including documentation, mitigation, and closure.
• Develop and maintain project roadmaps, status reports, scorecards, and data and process flows.
• Deliver concise presentations, reports, and scorecards that communicate project status and recommendations to senior management and stakeholders.
• Provide analysis and recommendations that support senior-management decision-making.
• Lead process-improvement initiatives that simplify processes, strengthen controls, reduce operational risk, and improve business effectiveness.

Required Qualifications, Capabilities, and Skills

• Five or more years of project management experience at Vice President-level scope, including Wealth Management and/or Private Bank experience.
• Experience developing project plans, scope documentation, business requirements, issue documentation, and process flows.
• Experience leading change initiatives end to end, including requirements, process and data flows, and testing support.
• Experience analyzing data and developing actionable recommendations.
• Experience facilitating project meetings and preparing materials for working groups and senior management.
• Experience translating complex issues, impacts, and recommendations into clear written and presentation materials.
• Experience managing stakeholders across senior leadership and cross-functional teams, including influencing and negotiating on project objectives.
• Experience developing business cases, building consensus, and implementing recommendations.
• Experience managing multiple initiatives and changing priorities.
• Proficiency with Microsoft PowerPoint and Visio and experience preparing presentations for senior management.
• Securities Industry Essentials and FINRA Series 99.