J.P. Morgan Wealth Management - Executive Director, Business Transformation Project Manager
J.P. Morgan
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role.
JOB DESCRIPTION
The Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the $6B+ Wealth Management business. Our programs, sponsored by C-suite executives, span growth, regulatory, and location strategy. The team partners cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Technology, and Marketing to implement complex, transformational change.
As an Executive Director, Business Transformation Project Manager in our Wealth Management team, you will define, refine, and deliver transformation programs that impact the client and advisor experience. You will leverage your expertise in program delivery, regulatory change, and cross-functional leadership to implement solutions that support business growth and compliance. If you are enthusiastic, self-directed, and passionate about leading solutions across organizational boundaries, you may be the perfect fit for our team.
Job Responsibilities
- Guide the delivery of major regulatory and controls initiatives with cross-functional partners
- Design and implement compliance strategies by analyzing obligations within existing business models
- Establish and manage robust governance for ongoing business and controls-partner engagement
- Engage product and business stakeholders to own changes required for compliance
- Lead and influence stakeholders toward effective decision-making
- Embrace ambiguity and adapt to shifting priorities
- Lead individual programs and assist in developing and deploying strategic operating models
- Organize programs into discrete workstreams and engage team members, providing coaching and feedback
- Conduct key workstream meetings or working groups with functional stakeholders
- Lead the design and implementation of full operating models, focusing on regulatory obligations and sustainable processes
- Identify challenges, gaps, and opportunities for improvement, reporting findings clearly
Required qualifications, capabilities, and skills
- Hold an MBA (or equivalent)
- Demonstrate 10 years of project management experience
- Exhibit expertise in strategic consulting, management consulting, or process improvement
- Possess knowledge of financial products and commissioned-based advisor business models
Lead compliance, control, or legal initiatives and d
eliver large-scale, complex projects from planning to execution
- Define and analyze problem statements, translating them into solutions
- Develop detailed operating models for business changes
- Understand and interpret complex, principle-based regulations
- Guide governance processes, highlighting and documenting risks and decisions
- Leverage understanding of client and advisor wealth management processes
- Create and deliver compelling presentations for senior leadership
Preferred qualifications, capabilities, and skills
- Demonstrate experience leading teams through project lifecycles and governance tollgates
- Organize related in-flight programs with cross-impact dependencies
- Analyze and prioritize alternative solutions to achieve results
- Influence a cross-functional, diverse environment to change the status quo
- Forge relationships and build a network throughout the firm
- Manage a team of skilled project resources, providing effective coaching and feedback
- Maintain a positive attitude and act as a team player while delivering on high-priority initiatives
ABOUT US
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
ABOUT THE TEAM
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.
- The Business Transformation Office (BTO) leads critical change initiatives... ...and advisors in the Wealth Management business. Our... ...sponsored by senior executives and are aligned with... ...As the Executive Director, Business Transformation Project Manager in our Wealth...SuggestedFull timeWork at office
- ...collaborating with J.P. Morgan to connect them... ...J.P. Morgan Wealth Management sits within the... ...advice channel. The business operates in a... ...As a Product Director in the Self-Directed... ..., development, execution, risk management... ...delivering products, projects, or technology...SuggestedRemote work
- ...collaborating with J.P. Morgan to connect them... ...At J.P. Morgan Wealth Management, we empower clients... ...seeking a dynamic Executive Director to design and implement... ...wealth management, business development, and product... ...drive enterprise transformation, collaborate with senior...Suggested
- J.P. Morgan Wealth Management provides individuals, advisors and institutions with... ...needs. As a Supervisory Director in JPMA, you will be responsible... ...You will support and lead project and program management... ...teams to ensure business objectives are achieved Ensure...Suggested
- Business Transformation Office drives and executes critical change initiatives that create tangible... ...in the $6B+ revenue Wealth Management business. Our transformation... ...delivery across the project life cycle and... ...improvement is a plus #J-18808-Ljbffr JPMorgan Chase...SuggestedWork at office
$157k - $285k
Within JPMorgan Wealth Management , the WM Banking Product... ...product, stakeholder, and project leadership with deep... ...peers. As the Executive Director, Wealth Management... ...Product Owner within J.P. Morgan Wealth Management, you... ...and articulate both business and technical...Bank staffWork at officeVisa sponsorship- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships... ...As a Client Specialist within J.P. Morgan Wealth Management, you will... ...are being met. Your new business generation will come from three...
- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP... ...bring to a relationship and work with them to develop business opportunities with new and existing clients. This...Work at office
- The Business Transformation Office (BTO) leads critical change initiatives that... ...and advisors in the Wealth Management business. Our programs are sponsored by senior executives and are aligned with key... ...to-end delivery across the project life cycle and accountable...Full timeWork at office
$124k - $210k
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth... ...Presentations and Zoom office hours Schedule and Execute approximately 10 to 15 one on one advisor meetings per...Work at officeRemote workFlexible hoursNight shift- Join our team at J.P. Morgan Advisors, the ultra-high... ...division of J.P. Morgan Wealth Management, offers U.S. based... ...dedicated wealth management business and the global... ...and the local Regional Director and is part of the... ...Regulatory requirements Project management, problem-...Work at officeLocal area
- ...internal product and business ownership of the firm... ...creation throughput * Manage senior stakeholders... ...commensurate with an Executive Director level role (12+ years... ...analytics, asset and wealth management, private... ...government clients under the J.P. Morgan and Chase brands. Our...Full timeWork at office
- J.P. Morgan is looking for an Executive Director, Business Transformation Project Manager in New York. This role involves defining and delivering transformation programs impacting client experiences. You will collaborate with various teams to implement complex changes while...
- ...collaborating with J.P. Morgan to connect them... ...Your goal is to transform complex OTC... ...with our global business. Job responsibilities... ...: Define and execute the OTC product strategy... .... This includes managing the commercial... .... Morgan Asset & Wealth Management delivers...
- J.P. Morgan Wealth Management is seeking a Communications Executive Director in New York to lead external communications for the business. This role requires over 10 years of experience in corporate communications, allowing you to define and execute a comprehensive communications...
- ...effectively with C-suite executives and partners, as... ...Executive Director in US Wealth Management and member of the Consumer... ...Communications for J.P. Morgan Wealth Management... ...strategy that supports business priorities and... ...to manage several projects simultaneously and...
- J.P. Morgan is seeking an Executive Director for the Wealth Management Banking Product Team. This role focuses on defining the product strategy for high net worth clients... ...candidate will lead multi-stakeholder projects, demonstrate strong project management skills,...
- ...collaborating with J.P. Morgan to connect them with... ...the development and execution of franchise... ...Sales, and Finance & Business Management to deliver growth, strengthen... ...rhythms and digital transformation. As a Business &... ...in program/project leadership including...Local area
- Wealth Planning & Advice is a group of experts in trusts... ...entities (operating businesses, private foundations, etc... ...concentrated position management (such as 10b5‑1 plans,... ...also be a plus. As an Executive Director, Advanced Planner within J.P. Morgan Wealth Management, you...Work at officeLocal area
- ...collaborating with J.P. Morgan to connect them with... ...Office within Asset & Wealth Management is reimagining how... ...Job Summary As the Execution & Innovation Lead... ...preventative technical and business data quality... ...management or operations transformation within financial...Work at office
- ...you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank... ...for more information about requesting an accommodation. J.P. Morgan Chase & Co. is an Equal Opportunity Employer, including Disability...Bank staff
- JPMorgan Chase is seeking a professional to manage the pipeline and delivery of new investment products to the US Private Bank, Chase Wealth Management, and J.P. Morgan Advisors. This role involves negotiating terms with investment managers and leading strategic initiatives...
- ...collaborating with J.P. Morgan to connect them with... ...Join JPMorganChase Wealth Management's Chief Data Office to... ...technology teams to execute disciplined governance... ...across products, lines of business, and functions,... ...end-to-end high-level project plan across products...Work at office
- ...hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals... .... As an Experience Design Executive Director in Small Business Payments you will spearhead a team... ...setting quality benchmarks, managing asset delivery, and shaping the direction...
$110k - $185k
Morgan Stanley is a leading global financial services... ..., investment management and wealth management services. The... ...Management Field and Client Business Development Group... ...their respective markets, executing strategic and tactical... ...characteristic protected by law. #J-18808-Ljbffr Dormont...Temporary workWork at officeLocal areaWorldwideFlexible hours- ...for JPMorganChase Wealth Management (including JPMA,... ...Compliance, Controls, and business stakeholders to... ...Deliver Director you will be responsible... ...marketing execution. Communicate control... .... Resolve project conflicts and drive... ...business context. #J-18808-Ljbffr JPMorgan...Work at office
- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...
- ...Job Description The J.P. Morgan Private Bank offers... ...sophisticated investment management, capital markets,... ...an UHNW client-focused business. Client Relationship... ...Management, including C level executives (CEO, CFO, CTO, etc.)... ...J.P. Morgan Asset & Wealth Management delivers...
- ...collaborating with J.P. Morgan to connect them with... ...candidate will join the Wealth Management Products & Solutions... ...process and trading execution for donors. The ideal... ...with a comprehensive project management approach,... ...higher, preferably in Business Administration, Finance...Shift work
- ...collaborating with J.P. Morgan to connect them with... ...DESCRIPTION The My JPM Wealth Plan team develops... ...that enable wealth management clients to understand... ...including financial/wealth projection, decision-making, and... ...households and small businesses achieve their...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Executive Director, Business Transformation Project Manager. Be the first to apply!
- change management executive New York, NY
- executive work from home New York, NY
- technical executive New York, NY
- managing director financial services New York, NY
- executive team lead asset protection New York, NY
- executive director for marketing & public relations New York, NY
- executive program manager New York, NY
- associate chief medical officer New York, NY
- chief revenue officer New York, NY
- chief dental officer New York, NY


