Wealth Management - Strategic Execution Lead, Vice President

JP Morgan Chase; New York (NY); On-site; USD 230,000 - 350,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Vice President, Strategic Execution Lead to drive the ConnectWealth transformation, modernizing investment platforms, enhancing advisor experience, and enabling next-generation capabilities.

You will operate at the intersection of Investments, Product, Technology, and Operations to translate strategy into measurable outcomes. As the central execution leader, you will align stakeholders, manage dependencies, accelerate decision-making, and deliver an

Qualifications

• 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.

Responsibilities

• Lead execution of a complex, multi-year transformation spanning 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.
• Partner with Investments, Product, Technology, and Operations to ensure alignment.
• Create executive materials and narratives for reporting, governance, and leadership updates.

Skills

Strategic execution

Cross-functional leadership

Executive governance

AI fluency

Executive communication

Tools

SDLC

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

Strategic Execution & Transformation Leadership

• 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.