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JPMorgan JP Morgan Wealth Management- Vice President Business Transformation 
United States, New York, New York 
732649813

25.06.2024

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