Wealth Management Product Delivery Lead

JP Morgan Chase; New York (NY); On-site; USD 90,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Project Manager to drive end-to-end product delivery and manage cross-functional initiatives across asset and wealth management.

This role focuses on defining requirements, developing project plans, tracking progress, conducting testing, and supporting change management and training for business users.

Candidates should bring 5–7 years of experience and strong communication skills to influence stakeholders.

Qualifications

• 5–7 years of project management or product delivery experience in Asset or Wealth Management.
• Experience with performance measurement, portfolio analytics, attribution and ex-post risk analysis.
• Bachelor's degree from an accredited institution.
• Strong communication skills and ability to influence change.
• Basic knowledge of Python and Alteryx.
• Proficient in Microsoft Office (Excel, Visio, PowerPoint).

Responsibilities

• Drive strategic process improvement for the investment review process, focusing on analytics and automation to improve efficiency and accuracy.
• Partner with stakeholders to define requirements and translate needs into implementable solutions.
• Lead end-to-end product delivery and project management for investments performance applications with governance and status reporting.
• Own testing execution and quality: develop/test plans, oversee UAT and production testing, track defects and enhancements.
• Support change management and controls: document forms and assist with implementation.
• Enable business adoption: provide training and communications for users on new reporting applications.
• Deliver management reporting and analytics: maintain scorecards and perform ad hoc data analysis for senior management.

Skills

Project management

Stakeholder management

Communication

Team player

Change management

Education

Bachelor's degree

Tools

Python

Alteryx

Excel

Visio

PowerPoint

Job description

JPMorgan Chase & Co. in New York seeks a Project Manager to drive end-to-end product delivery and manage cross-functional initiatives across asset and wealth management.

This role focuses on defining requirements, developing project plans, tracking progress, conducting testing, and supporting change management and training for business users.

Candidates should bring 5–7 years of experience and strong communication skills to influence stakeholders.