Job Description
JOB DESCRIPTION
J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).
As a Vice President on the CWM Business Project Management Team you will lead strategic initiatives aimed at driving business growth and enhancing client experiences within Chase Wealth Management. This individual will partner with leaders across product, technology, legal, risk, and field teams to deliver large-scale, transformational projects that spark innovation and long-term success. The position requires strong problem-solving skills, advanced analytical capabilities, and the ability to navigate complex issues while driving strategic decisions through execution.
Job Responsibilities
Lead critical business projects end-to-end, representing the business in planning, execution, and delivery to ensure initiatives meet strategic goals
Act as business owner for key initiatives, coordinating across functions to drive alignment, remove roadblocks and deliver outcomes on behalf of the organization
Drive the prioritization, implementation, and measurement of key business goals and targets, managing projects that impact Advisors and their management across multiple stakeholders.
Strategize and develop implementation plans for key initiatives effectively.
Collaborate and mentor junior members of the team in order to execute project deliverables with a focus on the client and advisor experience
Identify risks and escalate issues promptly, employing a solution-focused mindset to resolve challenges.
Interface with senior executives on the leadership team, building relationships across stakeholders to enable the business to achieve its objectives and ensure initiatives are executed as planned in a controlled manner.
Build trust and rapport through all interactions, delivering optimal outcomes for the business and fostering an advisor and client-centric mindset across all strategic initiatives.
Leverage cross-functional relationships and business knowledge to influence outcomes with quick turnaround times.
Required qualifications, capabilities, and skills
7+ years of prior experience in financial services industry,
Proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholders.
Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines.
Ability to understand and analyze complex business processes, products, and initiatives to identify risks, improve processes, and develop innovative solutions.
Exceptional interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of organization
Strong executive storytelling and presentation skills in written form and verbally
Adaptable to change in a fast-paced & high pressure environment
Background in corporate strategy or project management role preferred
Knowledge of the Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organization structure and performance metrics preferred
Required qualifications, capabilities, and skills
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, ****** 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.
J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).
As a Vice President on the CWM Business Project Management Team you will lead strategic initiatives aimed at driving business growth and enhancing client experiences within Chase Wealth Management. This individual will partner with leaders across product, technology, legal, risk, and field teams to deliver large-scale, transformational projects that spark innovation and long-term success. The position requires strong problem-solving skills, advanced analytical capabilities, and the ability to navigate complex issues while driving strategic decisions through execution.
Job Responsibilities
Lead critical business projects end-to-end, representing the business in planning, execution, and delivery to ensure initiatives meet strategic goals
Act as business owner for key initiatives, coordinating across functions to drive alignment, remove roadblocks and deliver outcomes on behalf of the organization
Drive the prioritization, implementation, and measurement of key business goals and targets, managing projects that impact Advisors and their management across multiple stakeholders.
Strategize and develop implementation plans for key initiatives effectively.
Collaborate and mentor junior members of the team in order to execute project deliverables with a focus on the client and advisor experience
Identify risks and escalate issues promptly, employing a solution-focused mindset to resolve challenges.
Interface with senior executives on the leadership team, building relationships across stakeholders to enable the business to achieve its objectives and ensure initiatives are executed as planned in a controlled manner.
Build trust and rapport through all interactions, delivering optimal outcomes for the business and fostering an advisor and client-centric mindset across all strategic initiatives.
Leverage cross-functional relationships and business knowledge to influence outcomes with quick turnaround times.
Required qualifications, capabilities, and skills
7+ years of prior experience in financial services industry,
Proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholders.
Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines.
Ability to understand and analyze complex business processes, products, and initiatives to identify risks, improve processes, and develop innovative solutions.
Exceptional interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of organization
Strong executive storytelling and presentation skills in written form and verbally
Adaptable to change in a fast-paced & high pressure environment
Background in corporate strategy or project management role preferred
Knowledge of the Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organization structure and performance metrics preferred
Required qualifications, capabilities, and skills
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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The J.P. Morgan Wealth Management- Vice President, CWM Business Project Manager position is now open for candidates interested in the Helper Jobs sector. This role in New York offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.
