JPMorgan JP Morgan Wealth Management - Vice President 

United States, Ohio, Columbus 

711451187

As a Vice President – Program/Project Manager you will have the opportunity to drive and advise on large scale andcomplex Electronic Communicationprojects with longer term life cycles. This role provides a unique opportunity to work in a flexible and rapidly evolving environment, supporting and leading program / project work in the electronic communication space. You will have the ability to make decisions/recommendations, with frequent exposure to senior leaders/stakeholders. You will also have the ability to manage and influence cross-functional stakeholders not limited to but including Compliance, Risk, Controls, Operations and Technology.

We have opportunity to work in a flexible and rapidly evolving environment where your contributions can help influence the trajectory of our program, as well as your career As a Vice President – Program/Project Manager you will have the opportunity to drive and advise on large scale andcomplex Electronic Communicationprojects with longer term life cycles. This role provides a unique opportunity to work in a flexible and rapidly evolving environment, supporting and leading program / project work in the electronic communication space. You will have the ability to make decisions/recommendations, with frequent exposure to senior leaders/stakeholders. You will also have the ability to manage and influence cross-functional stakeholders not limited to but including Compliance, Risk, Controls, Operations and Technology.

Job Responsibilities

• Support and/or serve as Subject Matter Expert (SME) for all line of business- wide and firm-wide initiatives impacting the WM Supervision E-Comm Review Program, as directed by the Program Director
• Execute and/or organize WM Supervision E-Comm Program operational process changes, including Annual Program Review and Change Management, managing updates of job aids and procedures, as needed
• Support and/or organize approvals and develop concise communication of E-Comm Program related updates, including presentation to internal Supervision forums, front office or business partners outside Supervision, as well as senior management
• Work with various wealth management teams, including Field, Product, Risk, Control, Compliance, and Legal in defining, prioritizing and achieving strategic objectives, and ensuring projects meet the approved business requirements
• Support and/or serve as SME for WM Supervision E-Comm Review Program compliance testing and audits, including risk assessments, planning, testing and responses
• Support, execute and/or organize E-Comm Program management new hire training and conduct training for E-Comm Review Program employees and E-Comm partners, as needed
• Partner closely with Technology (and other dependent resources) in communicating the business needs, including creation of effective management information systems, system release prioritization, and tracking/monitoring progress throughout the project life cycle
• Establish strong working relationships with businessstakeholders, Technology, Operations, peers, subject matter experts, and others while influencing, clearly articulating and aligning stakeholders to final resolution
• Clearly define project objectives, the project team, success metrics, and plan project deliverables and oversee execution of the overall plan
• Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational and project levels
• Manage requirements with the support of subject matter experts, identify all impacted groups, and track key project deliverables

Required qualifications, capabilities, and skills

• Strong knowledge of retail investment products including advisory accounts, mutual funds, annuities, equities and fixed income
• Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC)
• Strong understanding of collecting business requirements and moving initiatives forward
• Experience managing multiple initiatives of varying size and complexity
• Strong ability to synthesize insights and communicate effectively and confidently (both oral and written), and work well in cross-functional teams
• A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
• Openness to an environment of active developmental feedback from peers and managers
• Strong and efficient skills using MS Excel, Word, Access, PowerPoint, SharePoint
• In-depth analytical skills
• 7+ years of experience in the Securities / Investment industry

Preferred qualifications, capabilities, and skills

• Project management experience is preferred
• Experience leading project teams through full project lifecycle from ideation to project implementation including process design, technology development, testing and business readiness is preferred
• Business and technology consulting experience is preferred
• Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau) a plus
• Agile and/or Jira experience a plus
• Industry licensing preferred (e.g. FINRA Series 7, 66 (or 63/65), 9/10 (or 4,24,53), appropriate State Life & Health Insurance license, etc.) but is not required for the role
• Bachelor’s Degree preferred
• Advanced knowledge of securities industry rules, regulations and guidelines and significant and equivalent experience in a directly related securities industry position may substitute for bachelor’s degree