J.P. Morgan Wealth Management - Vice President Program Project Manager - Columbus, OH

Job Description

As a Vice President - Program / Project Manager you will have the opportunity to drive and advise on large scale and complex Electronic Communication projects with longer term life cycles.

This role provides a unique opportunity to work in a flexible and rapidly evolving environment, supporting and leading program / project work in the electronic communication space.

You will have the ability to make decisions / recommendations, with frequent exposure to senior leaders / stakeholders. You will also have the ability to manage and influence cross-functional stakeholders not limited to but including Compliance, Risk, Controls, Operations and Technology.

We have opportunity to work in a flexible and rapidly evolving environment where your contributions can help influence the trajectory of our program, as well as your career As a Vice President - Program / Project Manager you will have the opportunity to drive and advise on large scale and complex Electronic Communication projects with longer term life cycles.

This role provides a unique opportunity to work in a flexible and rapidly evolving environment, supporting and leading program / project work in the electronic communication space.

You will have the ability to make decisions / recommendations, with frequent exposure to senior leaders / stakeholders. You will also have the ability to manage and influence cross-functional stakeholders not limited to but including Compliance, Risk, Controls, Operations and Technology.

Job Responsibilities

• Support and / or serve as Subject Matter Expert (SME) for all line of business- wide and firm-wide initiatives impacting the WM Supervision E-Comm Review Program, as directed by the Program Director
• Execute and / or organize WM Supervision E-Comm Program operational process changes, including Annual Program Review and Change Management, managing updates of job aids and procedures, as needed
• Support and / or organize approvals and develop concise communication of E-Comm Program related updates, including presentation to internal Supervision forums, front office or business partners outside Supervision, as well as senior management
• Work with various wealth management teams, including Field, Product, Risk, Control, Compliance, and Legal in defining, prioritizing and achieving strategic objectives, and ensuring projects meet the approved business requirements
• Support and / or serve as SME for WM Supervision E-Comm Review Program compliance testing and audits, including risk assessments, planning, testing and responses
• Support, execute and / or organize E-Comm Program management new hire training and conduct training for E-Comm Review Program employees and E-Comm partners, as needed
• Partner closely with Technology (and other dependent resources) in communicating the business needs, including creation of effective management information systems, system release prioritization, and tracking / monitoring progress throughout the project life cycle
• Establish strong working relationships with business stakeholders, Technology, Operations, peers, subject matter experts, and others while influencing, clearly articulating and aligning stakeholders to final resolution
• Clearly define project objectives, the project team, success metrics, and plan project deliverables and oversee execution of the overall plan
• Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational and project levels
• Manage requirements with the support of subject matter experts, identify all impacted groups, and track key project deliverables

Required qualifications, capabilities, and skills

• Strong knowledge of retail investment products including advisory accounts, mutual funds, annuities, equities and fixed income
• Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC)
• Strong understanding of collecting business requirements and moving initiatives forward
• Experience managing multiple initiatives of varying size and complexity
• Strong ability to synthesize insights and communicate effectively and confidently (both oral and written), and work well in cross-functional teams
• A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
• Openness to an environment of active developmental feedback from peers and managers
• Strong and efficient skills using MS Excel, Word, Access, PowerPoint, SharePoint
• In-depth analytical skills
• 7+ years of experience in the Securities / Investment industry

Preferred qualifications, capabilities, and skills

• Project management experience is preferred
• Experience leading project teams through full project lifecycle from ideation to project implementation including process design, technology development, testing and business readiness is preferred
• Business and technology consulting experience is preferred
• Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau) a plus
• Agile and / or Jira experience a plus
• Industry licensing preferred (e.g. FINRA Series 7, 66 (or 63 / 65), 9 / 10 (or 4,24,53), appropriate State Life & Health Insurance license, etc.

but is not required for the role

• Bachelor's Degree preferred
• Advanced knowledge of securities industry rules, regulations and guidelines and significant and equivalent experience in a directly related securities industry position may substitute for bachelor's degree

About Us

JPMorgan Chase & Co., 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.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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.