The Business Transformation Office (BTO) leads critical change initiatives that
create tangible value for clients and advisors in the Wealth Management
business. Our programs are sponsored by senior executives and are aligned with
key business priorities. The team collaborates with Senior Management, Front
Office Advisors, Product Specialists, Legal, Technology, and Marketing to
implement complex, transformational change.
As a Senior Associate within the WM Business Transformation team, you will work
as part of a team on strategic programs that impact our clients’ experiences and
perceptions of the firm. You will be responsible for supporting the end-to-end
delivery across the project life cycle and accountable to partners & key
stakeholders for comprehensive program updates. This role requires flexibility
and the ability to quickly adapt within a dynamic environment.
Job 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), such as client relationship management,
account opening, consolidated client reporting, enhanced performance and risk
reporting
* 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
Required qualifications, capabilities, and skills
- 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
Preferred qualifications, capabilities, and skills
* Experience in strategic consulting, management consulting, process
improvement is a plus
- Familiarity with wealth management or financial services
- Familiarity with operating model analysis & definition
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 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.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a
range of financial services, including personal banking, credit cards,
mortgages, auto financing, investment advice, small business loans and payment
processing. We’re proud to lead the U.S. in credit card sales and deposit growth
and have the most-used digital solutions – all while ranking first in customer
satisfaction.
We are here to help you manage your money with checking, savings and credit
cards, combining the latest banking technology with comprehensive solutions to
meet the financial needs of nearly half of U.S. households.
