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JPMorgan JP Morgan Wealth Management- Associate Business Transformation 
United States, New York, New York 
59659610

21.08.2025

As an Associate within the Business Transformation Team you will work as part of a team on programs that impact our clients’ experiences and perceptions of the firm, you will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updates

Job responsibilities

  • Define and analyze problem statements and translate into tangible solutions
  • Develop detailed operating model for business changes
  • Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
  • Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
  • Analyze and prioritize alternative solutions
  • Influence a cross functional, diverse environment to change status quo
  • Create and deliver compelling presentations for senior leadership

Required qualifications, capabilities, and skills

  • Minimum of 2 years of experience in project management
  • Contribute to the development of detailed operating models for business changes
  • Demonstrate understanding of client and advisor wealth management processes (front and back office)
  • Work autonomously and demonstrate self‐motivation
  • Create and deliver compelling presentations for senior leadership
  • Forge relationships and build a network throughout the firm
  • Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
  • Demonstrate personal initiative, ownership, and accountability
  • Bachelor’s degree
  • Demonstrated ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
  • Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)

Preferred qualifications, capabilities, and skills

  • Experience in strategic consulting, management consulting, process improvement is a plus