J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager
Socket.dev
Business Transformation Office drives and executes critical change initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management 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. As an Associate within the Business Transformation Team, you will work as part of a team on programs that impact our clients’ experiences and perceptions of the firm, you will be responsible for end‑to‑end delivery across the project life cycle and accountable to senior management for comprehensive program updates. Job responsibilities 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 Influence a cross‑functional, diverse environment to change status quo Create and deliver compelling presentations for senior leadership Required qualifications, capabilities, and skills Minimum of 2 years of experience in project management Contribute to the development of detailed operating models for business changes Demonstrate understanding of client and advisor wealth management processes (front and back office) Work autonomously and demonstrate self‑motivation 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 Bachelor’s degree Demonstrated 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) Preferred qualifications, capabilities, and skills Experience in strategic consulting, management consulting, process improvement is a plus #J-18808-Ljbffr Socket.dev
- Join our dynamic Wealth Management team to advance agile... ...to manage complex projects, foster a culture of... ...households and small businesses achieve their... ...households. Drive agile transformation and continuous... ...solution delivery in Wealth Management. #J-18808-Ljbffr J.P. MorganSenior
- The Business Transformation Office (BTO) leads critical... ...advisors in the Wealth Management business. Our programs... ...sponsored by senior executives and... ...change. As a Senior Associate within the WM... ...across the project life cycle and accountable... ...& definition #J-18808-Ljbffr...SeniorWork at office
- ...strategic initiatives. As a Business Management Senior Associate supporting the Client... ...functional partners Lead projects across operations, technology... ...Understanding of the wealth management business and client... ...half of U.S. households. #J-18808-Ljbffr JPMorganChaseSeniorWork at officeShift work
- ...innovative financial organizations. Join the Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management, where we power J.P. Morgan Wealth Plan—a... ...shifts and personal aspirations. As a Senior Product Associate in US Wealth Management, you contribute to...SeniorVisa sponsorshipShift work
- ...innovative financial organizations. Join the Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management, where we power J.P. Morgan Wealth Plan—a... ...advisors to craft evolving plans. As a Senior Product Associate in US Wealth Management, you contribute to...SeniorVisa sponsorship
- ...Content Editor (Senior Associate)If you are a strong digital content... ..., writer and editor, the J.P. Morgan Wealth Management Content team invites you... ...will lead major editorial projects end-to-end while... ...leaders, specialists, and business/product stakeholders to shape...SeniorFreelanceWork at office
- As a Senior Associate, you will play a pivotal role in shaping... ...new customers for J.P. Morgan Self-Directed Investing... ...developing and managing consumer-facing marketing... ...finance, and cross-line-of-business growth teams. The... ...consulting, or project managementStrong analytical...Senior
- J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...wealth management business and the global resources of... ...specific needs.As a Client Associate in J.P. Morgan Advisors, you...SeniorLocal area
- JPMorgan Chase is seeking a Senior Associate in the Wealth Management Business Transformation Office in New York. You will support end-to-end delivery across the project life cycle, accountable to partners... ..., and Marketing, and you will #J-18808-Ljbffr JPMorganChaseSeniorWork at office
- ...Chase launched Morgan Health, a new business unit focused on... ...please visit: .As a Senior Associate of Analytics... ...layer, transformations, and analytics... ...or comparable) project, including automated... ...environment/version management, monitoring,... ...clients under the J.P. Morgan and...SeniorWork at officeVisa sponsorship
- As an ETF Platform Management Associate within our ETF Platform... ...U.S. and Canada ETF businesses to support new product... ...custom baskets, etc.). Project management of... ...government clients under the J.P. Morgan and Chase brands. Our... ....P. Morgan Asset & Wealth Management delivers industry...SeniorFlexible hours
- ...Team is seeking a Senior Associate Product Manager to help drive the Private... ...product leads and business stakeholders.Drive... ...services, wealth management, banking... ...enablement, CRM, digital transformation, or related roles.Strong... ...clients under the J.P. Morgan and Chase brands....SeniorBank staff
- ...products that resonate with clients. The Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing... ...half of America’s households and small businesses achieve their financial goals through a broad...SeniorVisa sponsorship
- ...work smarter.As an Associate on the North... ...brand, analytics) to manage workstreams from kickoff... ...are aligned to business priorities,... ...sales partners and senior stakeholders through... ...clients under the J.P. Morgan and Chase brands.... ...P. Morgan Asset & Wealth Management delivers...
- ...As a Retirement Insights Associate within Asset & Wealth Management Marketing, you’ll... ...Retirement Insights brand.Project-manage end-to-end development... ...to interact with top business executivesPreferred Qualifications... ...clients under the J.P. Morgan and Chase brands. Our...
- ...Investment Advisor seeking to transform traditional wealth management. Our quest is to... ...professional to join our team as a Senior Associate. This role will work... ...an impact on a thriving business, want upward mobility within... ...skills and experience. #J-18808-Ljbffr IeqcapitalSeniorWork experience placement
$120k - $140k
...growing industry. About Ares Wealth Management Solutions Ares Management is... ...operational plans, lead major projects, and drive continuous... ...that improve efficiency and business impact. They’ll evaluate and... ...search is no longer active. #J-18808-Ljbffr Ares ManagementSeniorTemporary workFlexible hours- ...Description As an ETF Platform Management Associate within our ETF Platform... ...the U.S. and Canada ETF businesses to support new product... ...custom baskets, etc.). Project management of business initiatives... ...needs. About The Team J.P. Morgan Asset & Wealth Management delivers...SeniorFlexible hours
- ...Co. is seeking a Private Banker Associate in the U.S. Private Bank to assist a Senior Banker in managing client books, acquiring new... ..., and delivering comprehensive wealth management solutions. The role... ...enhance client experience and retention. #J-18808-Ljbffr FairygodbossSenior
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York. The role focuses on delivering exceptional client service and supporting Private Client Advisors with account openings, money movements, and trades. You will participate...
- ...NY, seeks a Private Banker Associate for the U.S. Private Bank. You will assist a Senior Banker in building and managing client books, leveraging investments... ...to deliver comprehensive wealth solutions. The role... ...dynamic private banking #J-18808-Ljbffr JPMorgan Chase...Senior
$83.6k - $130k
...Hybrid - 3 days per week Business Unit Overview Join Wealth Management Solutions, where your... ...skilled and detail-oriented Senior Analyst to join the Wealth... ...datasets Excellent project management and organizational... ...investing in you accordingly. #J-18808-Ljbffr New York...SeniorLocal areaShift work3 days per week- ...JPMorgan Chase. As part of Risk Management and Compliance, you are at... ...You help the firm grow its business in a responsible way by... ...Asset Based Lending Field Exam Senior Associate in Risk Management and... ...government clients under the J.P. Morgan and Chase brands. Our...SeniorNight shift
- ...part of the property management technology team to lead... ...Technology Change -Senior Associate within Global Real Estate... ...across the full project lifecycle, including... ...third party vendors, business partners, Chief Administrative... ...clients under the J.P. Morgan and Chase brands. Our...SeniorWork at office
- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...Senior
- ...an Experience Design Senior Associate in Commercial & Investment... ...user needs with business goals in the dynamic... ...decisions and use data to transform raw information into... ...clients under the J.P. Morgan and Chase brands. Our... ...processing and asset management. We offer a competitive...Senior
- ...across the organization.As a Senior Associate, on the Global... ...critical thinking skills, project management experience, and exposure to... ...millions of consumers, small businesses and many of the world’s most... ...government clients under the J.P. Morgan and Chase brands. Our history...SeniorWork experience placementLocal areaShift work
- ...visibility across lines of business and corporate... ...help modernize data management and governance practices... ...disciplined execution.As a senior associate-Program Execution... ...program management, project management, program... ...government clients under the J.P. Morgan and Chase brands. Our...SeniorWork at office
- ...investment advice, small business loans and payment... ....As an Applied AI/ML Senior Associate in our AI for Operations... ...influence among key project stakeholders.... ...government clients under the J.P. Morgan and Chase brands. Our... ...processing and asset management. We offer a...SeniorWork experience placement
- ...Investment Bank, J.P. Morgan Payments enables... ...and securely, transforming the movement of... ...trillion.As a Sr. Associate Applied AI/ML Scientist... ...and stimulate business expansion. Your... ...concepts to senior management and stakeholders... ...analytical direction for projects, transforming...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager. Be the first to apply!
- associate project manager New York, NY
- transformation manager New York, NY
- business transformation manager New York, NY
- organizational change manager New York, NY
- director business transformation New York, NY
- change manager New York, NY
- transformation director New York, NY
- transformation program manager New York, NY
- senior transformation manager New York, NY
- agile transformation program manager New York, NY

