What are the responsibilities and job description for the J.P. Morgan Wealth Management- Vice President, Business Transformation position at JPMorgan Chase?
The US Wealth Management Business Transformation Office (BTO) is seeking an experienced Vice President to join their team in New York or Columbus. This role will be part of an internal consulting group responsible for the end-to-end strategy definition and execution for the firm’s top strategic initiatives. BTO partners across functions, business lines and leadership teams to drive value for Advisors, Clients, and the overall business. Project scope and responsibilities will evolve to ensure alignment with priorities across all Wealth Management channels including Chase Wealth Management (in-branch), JP Morgan Advisors (brokerage), National Branch (remote) and Self-directed/Online Investing (digital).
The Vice President position calls for a high degree of collaboration across functions including Senior Leadership, Front Office Advisors, Product Specialists, Operations, Technology and Marketing/Communications to implement complex transformational change. The successful candidate will be a proactive problem solver, passionate about driving clarity, decision making and results despite ambiguity. This role calls for a high-degree of analytical skills to synthesize and make sense of data, processes and details. The right candidate will have experience in Wealth Management, Financial Services, Investments and/or Management Consulting.
Job responsibilities
- Define and analyze business problems/objectives and translate into tangible solutions
- Assess current state, develop detailed target state operating models and implementation roadmaps to support cross-functional change
- Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
- Think innovatively to analyze, design and prioritize alternative solutions
- Influence a cross-functional, diverse environment to change status quo
- Create and deliver compelling presentations for senior leadership
- Develop and train junior BTO team members
- Forge relationships (internally and across functions) and build a network throughout the firm
- Stay up-to-date with industry trends, competitive landscape and emerging technologies
Required qualifications, capabilities, and skills
- 6 years of experience in management consulting and/or program management
- Demonstrated experience driving large scale, complex projects and operating model changes thru design, planning, documenting and execution
- High proficiency in leading program workstreams and cross-functional working groups
- Experience with end-to-end processes/infrastructure, including advisors, client service, product, technology, operations and controls
- Comfortable with ambiguity, adapts to change and navigates large organizations with confidence
- Detail oriented, organized and familiar with program management and process mapping tools/methodology
- Strong track record of stakeholder management, influencing and executive-level communication skills
- Strong understanding of emerging trends in wealth management
Preferred qualifications, capabilities, and skills
- Wealth Management experience preferred
- MBA (or equivalent) strongly preferred
