Organization Description:
J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank and J.P. Morgan Securities, which serve high net worth and ultra-high net worth clients, and Chase Wealth Management, serving mass affluent and affluent clients.
Job Decription:
Job Responsibilities:
- Facilitate a multi-year transformation strategy with a sharp focus on client and advisor experience to achieve our business goals for growth in the Annuity and Insurance line of business.
- Oversee change management initiatives and development of product and platform, partnering with internal and external stakeholders.
- Oversee creation of user journeys and business requirements. Partner with product and various design colleagues through the discovery process and guide teams to tactical execution of business requirements.
- Set program management discipline to ensure: (a) tracking workstreams and initiatives, (b) create, (c) risks are addressed and status measured, and (e) deliveries are successful.
- Develop and manage initiatives while balancing stakeholder, risk, and business impacts
- Leverage data to understand user behavior, shape user experience, and drive business goals for growth and efficiency.
- Lead change-management discussions with key stakeholders from each line of business (e.g., CWM, JPMS, PB) to recommend and implement program and process enhancement.
Required Qualifications, Capabilities and Skills:
- 10 years of experience in financial services serving in Project Management, Program Management, or Product Management roles. Subject matter expertise across banking, investment, and/or insurance and annuities solutions.
- Structured and strategic thinker.
- Effective communicator with excellent verbal and written communication skills.
- Strong project management and strategic planning experience.
- Ability to prioritize with superior organizational skills .
- High attention to detail with keen focus on client and end-user experience.
- Strong initiative, energy and confidence completing projects independently.