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Business Transformation Office (BTO) drives and executes critical change initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management (WM) business. Our transformation programs are sponsored by C-suite executives and span growth, regulatory, and location strategy. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change.ResponsibilitiesThe BTO team is expected to provide broad insights and thought leadership for these high visibility projects. Given aggressive growth targets and regulatory environment, we expect our team members to:drive the translation of the client or advisor experience strategy into tangible solutions
define detailed processes, organizational structure and relevant roles and responsibilities required to implement changes
establish processes and controls to ensure compliance with regulations
guide and influence stakeholders towards strategic decision-making
manage the transition from current to future state
embrace ambiguity and adapt to shifting priorities
As a VP, you will work as part of a team on programs that impact our clients' experiences and perceptions of the firm. The team will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updates. To that end, your key responsibilities will include:Lead or support specific workstreams within individual programs and assist in the development and deployment of the strategic operating model of your assigned program
Conduct key workstream meetings or working groups with the Front Office, Product, Marketing, Legal, Risk, Compliance, Operations and Technology
Contribute to the design and implementation of full operating models (e.g., organizational structures, governance, detailed processes, controls, and technology tools)
Lead highly skilled teams through project lifecycles by leveraging approaches in process re-engineering, organizational design, program and change management
Identify challenges, gaps and opportunities for improvement (and report findings in a simple, compelling way)
Organize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or program
QualificationsMembers of the BTO team possess strengths in project management, problem resolution, effective communication, product knowledge, and marketing. The position requires flexibility and the ability to quickly adapt within a dynamic environment.Must be a highly energetic self-starter with a relentless focus on execution and exhibit the ability to:Define and analyze problem statements and translate into tangible solutions
Develop detailed operating model for business changes
Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
Analyze and prioritize alternative solutions to drive results
Influence a cross functional, diverse environment to change status quo
Create and deliver compelling presentations for senior leadership
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
Experience:MBA (or equivalent) strongly preferred
5+ years of experience in project management
Experience in strategic consulting, management consulting, process improvement
Demonstrated experience leading large scale, complex projects (planning, designing, documenting, communicating)
Financial services/business consultancy background, preferably in Wealth Management
Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, operations and controls
Digital transformation and client experience design experience preferred
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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.Equal Opportunity Employer/Disability/Veterans
Vacancy expired!