Wealth Transformation Project Lead (Senior Associate)

JPMorganChase; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase's Wealth Management Business Transformation Office (BTO) is seeking a Senior Associate to help drive strategic programs that shape client and advisor experiences. You will support end-to-end delivery across the project lifecycle and provide comprehensive updates to partners and key stakeholders in a dynamic environment.

You will own multiple workstreams, analyze problems, develop solutions, and create professional presentations for senior leadership, collaborating across front,

Qualifications

• Minimum of 2 years of experience in project management.
• Demonstrate understanding of client and advisor wealth management processes (front, middle, and back office).
• Work autonomously and demonstrate self-motivation & owner mentality.
• Forge relationships and build a network throughout the firm.
• Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives.
• Demonstrate personal initiative, ownership, and accountability.
• Proven ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating).
• Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio).
• Maintain a positive attitude and act as a team player while delivering on high priority, time sensitive initiatives.

Responsibilities

• Define and analyze problem statements and translate into tangible solutions
• Review and develop detailed operating model for business transformation
• Leverage understanding of client and advisor wealth management processes (front, middle, and back office)
• Own one to multiple workstreams including assessment, planning, project management, execution and evaluation
• Analyze and develop alternative solutions for decisioning
• Influence program and workstream partners & stakeholders
• Create and deliver comprehensive professional presentations for senior leadership with limited supervision

Skills

Project management

Wealth management processes

Autonomous working

Relationship building

Team player

Initiative and accountability

Analytical skills

Presentation skills

Tools

Excel

PowerPoint

Word

Visio

Job description

JPMorgan Chase's Wealth Management Business Transformation Office (BTO) is seeking a Senior Associate to help drive strategic programs that shape client and advisor experiences. You will support end-to-end delivery across the project lifecycle and provide comprehensive updates to partners and key stakeholders in a dynamic environment.

You will own multiple workstreams, analyze problems, develop solutions, and create professional presentations for senior leadership, collaborating across front,