Private Client Project Manager, Senior Associate

JPMorgan Chase; Plano (TX); On-site; USD 86,000 - 125,000; Full time

Job summary

JPMorgan Chase in Plano, TX is seeking a Senior Associate Project Manager for Private Client to manage multiple initiatives and drive client experience improvements.

You will partner with Consumer Banking, Wealth Management and Business Banking teams, develop dashboards and reports, and present to leadership. The role emphasizes urgency, risk management, and delivering value through structured execution.

Qualifications

• 3+ years of experience managing projects in a client-focused environment.
• Proven ability to collaborate with Consumer Banking, Wealth Management, and Business Banking teams.
• Strong interpersonal skills with the ability to interact with all levels of executive management.
• Demonstrated problem-solving and creative thinking abilities.
• Excellent communication skills, attention to detail, and follow-through.
• Advanced proficiency in Microsoft PowerPoint, with the ability to create compelling presentations for executive audiences; strong skills in Word and Excel.
• Project management certification (e.g., PMP) is a plus.

Responsibilities

• Manage and deliver multiple projects and initiatives supporting the JPMorgan Private Client business.
• Collaborate with partners across the Affluent segment and other lines of businesses to drive project success.
• Champion the client experience model, ensuring divisional execution meets and exceeds client expectations.
• Direct project activities, monitor details, and set priorities to ensure timely delivery. Conduct root cause analyses and recommend actionable solutions.
• Identify and document best practices to drive continuous improvement.
• Develop and implement value-adding business solutions independently.
• Prepare standard and ad hoc management reports and presentations for leadership. Participate in operational and project meetings, providing feedback on project status and serving as the escalation point to keep projects on track.
• Execute commitments with urgency and a solution-focused mindset.
• Identify risks and escalation project issues promptly, helping to resolve them effectively.

Skills

Project management

Collaboration with teams

Executive communication

Problem solving

Attention to detail

Presentation skills

Tools

Microsoft PowerPoint

Word

Excel

Job description

Private Client Project Manager, Senior Associate

OH, United States

and 4 more

Job Information

• Job Identification 210778426

• Job Category Project Management

• Business Unit Consumer & Community Banking

• Posting Date 08/06/2026, 10:45 PM

• Locations 1111 Polaris Pkwy, Columbus, OH, 43240, US20855 Stone Oak Pkwy, San Antonio, TX, 78258, US8181 Communications Pkwy Ste C, Plano, TX, 75024, US1230 Avenue Of The Americas, New York, NY, 10020, US301 N Walnut St, Wilmington, DE, 19801, US

• Job Schedule Full time

• Base Pay/Salary New York,NY $85,500.00-$125,000.00

Job Description

At JPMorgan Chase, we are passionate about helping our customers, supporting our employees, and building lasting relationships. Using the latest banking solutions and cutting-edge technology, you’ll represent our brand and deliver extraordinary customer service. If you are committed to improving lives through financial solutions, education, and advice, join us and make a difference.

Job Summary

As a Senior Associate Project Manager in JPMorgan Private Client, you will report to the Client Experience Support Lead and manage multiple projects and initiatives that support the divisional agenda. You will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience.

Job responsibilities

• Manage and deliver multiple projects and initiatives supporting the JPMorgan Private Client business.

• Collaborate with partners across the Affluent segment and other lines of businesses to drive project success.

• Champion the client experience model, ensuring divisional execution meets and exceeds client expectations.

• Direct project activities, monitor details, and set priorities to ensure timely delivery.Conduct root cause analyses and recommend actionable solutions.

• Identify and document best practices to drive continuous improvement.

• Develop and implement value-adding business solutions independently.

• Prepare standard and ad hoc management reports and presentations for leadership.Participate in operational and project meetings, providing feedback on project status and serving as the escalation point to keep projects on track.

• Execute commitments with urgency and a solution-focused mindset.

• Identify risks and escalation project issues promptly, helping to resolve them effectively.

Required qualifications, capabilities, and skills

• 3+ years of experience managing projects in a client-focused environment.

• Proven ability to collaborate with Consumer Banking, Wealth Management, and Business Banking teams.

• Strong interpersonal skills with the ability to interact with all levels of executive management.Demonstrated problem-solving and creative thinking abilities.

• Excellent communication skills, attention to detail, and follow-through.

• Advanced proficiency in Microsoft PowerPoint, with the ability to create compelling presentations for executive audiences; strong skills in Word and Excel.

Preferred qualifications, capabilities, and skills

• Experience in financial services or banking environments.

• Project management certification (e.g., PMP) is a plus.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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 (https://careers.jpmorgan.com/us/en/how-we-hire/faqs) for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.