J.P. Morgan Wealth 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 while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization.
Job Responsibilities
Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review ProgramOrganize and execute operational process changes, including annual reviews and change managementEnsure compliance with change management processes and firm guidelinesEvaluate data needs and technology opportunities to create effective management information systemsDevelop and communicate program updates to internal forums, business partners, and senior managementCollaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectivesSupport compliance testing, audits, and risk assessments for the E-Comm Review ProgramCoordinate recruiting, onboarding, and staffing for program capacity projectionsLead new hire training and ongoing development for E-Comm Review Program employees and partnersPartner with Technology to communicate business needs and track project progressDefine project objectives, success metrics, and oversee execution of deliverables
Required Qualifications, Capabilities, and Skills
7 years of experience in the securities or investment industryStrong technical acumen and understanding of the technology development lifecycleProven project management experience, including leading teams through full project lifecyclesIn-depth analytical skills and ability to make data-driven decisionsStrong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income)Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC)Excellent communication skills, both oral and writtenAbility to manage multiple projects of varying size and complexityDemonstrated initiative and achievement of challenging goalsProficiency in MS Excel, Word, Access, PowerPoint, and SharePointBachelor’s degree or significant equivalent experience in a related securities industry position
Preferred Qualifications, Capabilities, and Skills
Experience with Agile and/or JiraExperience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau)Business and technology consulting experienceIndustry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license)Experience in process design, technology development, and business readinessExperience influencing and aligning cross-functional stakeholdersOpenness to developmental feedback and a collaborative work environment