J.P. Morgan Wealth Management - Vice President - Supervision Program and Project Manager - Columbus, OH - JPMorgan Chase
Columbus, OH
About the Job
J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Vice President Supervision Program / Project Manager in J.P. Morgan Wealth Management, you will have the ability to drive and advise on large scale, complex projects with longer term life cycles through a strong understanding of the Wealth Management business. You will work with product owners responsible for the technology development lifecycle as you will have the ability to make decisions / recommendations based on data analysis. You will support and lead project work as well as influence cross-functional stakeholders including but not limited to Compliance, Risk, Controls, Operations, and Technology.
Job responsibilities
+ Perform Wealth Management Supervision's Annual Threshold Review, which includes analyzing existing system logic thresholds used to generate alerts across all Lines of Business
+ Create more meaningful reviews performed by Supervision team members by identifying and prioritizing the decommission of unnecessary system logic no longer adding value and by implementing logic enhancements to increase alert effectiveness and reduce system false positives
+ Work collaboratively with various wealth management teams including Field, Product, Risk, Control, Compliance, and Legal in defining, prioritizing, achieving strategic objectives, and ensuring projects meet the approved business requirements
+ Establish strong working relationships with project sponsors, business stakeholders, Technology, Operations, peers, subject matter experts, and others
+ Partner closely with Technology (and other dependent resources) in communicating the business needs, system release prioritization, and tracking/monitoring progress throughout the project life cycle
+ Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational, and project levels
+ Develop and contribute concise communication materials for senior management
+ Influence, clearly articulate, and align stakeholders to final resolutions
+ Create and maintain audit and decision logs
+ Identify potential issues related to the supervisory framework by reviewing increases/decreases in alert volume captured in the Supervision Dashboard
+ Escalate issues timely
Required qualifications, capabilities, and skills
+ 7+ years of experience in the securities / investment industry
+ Project management experience is required
+ 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 projects forward
+ Experience managing multiple projects 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
Preferred qualifications, capabilities, and skills
+ 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 a bachelor's degree
+ Industry licensing preferred but is not required for the role (e.g., FINRA Series 7, 66 (63/65), 9/10 (or 4, 24, 53), appropriate State Life & Health Insurance license, etc.)
+ Should have experience leading project teams through full project lifecycle from ideation to project implementation including process design, technology development, testing and business readiness.
+ Agile and/or Jira experience is a plus
+ Experience using MIS reporting tools and creating end-user reports is a plus (QlikView, QlikSense, SSRS, Tableau)
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
As a Vice President Supervision Program / Project Manager in J.P. Morgan Wealth Management, you will have the ability to drive and advise on large scale, complex projects with longer term life cycles through a strong understanding of the Wealth Management business. You will work with product owners responsible for the technology development lifecycle as you will have the ability to make decisions / recommendations based on data analysis. You will support and lead project work as well as influence cross-functional stakeholders including but not limited to Compliance, Risk, Controls, Operations, and Technology.
Job responsibilities
+ Perform Wealth Management Supervision's Annual Threshold Review, which includes analyzing existing system logic thresholds used to generate alerts across all Lines of Business
+ Create more meaningful reviews performed by Supervision team members by identifying and prioritizing the decommission of unnecessary system logic no longer adding value and by implementing logic enhancements to increase alert effectiveness and reduce system false positives
+ Work collaboratively with various wealth management teams including Field, Product, Risk, Control, Compliance, and Legal in defining, prioritizing, achieving strategic objectives, and ensuring projects meet the approved business requirements
+ Establish strong working relationships with project sponsors, business stakeholders, Technology, Operations, peers, subject matter experts, and others
+ Partner closely with Technology (and other dependent resources) in communicating the business needs, system release prioritization, and tracking/monitoring progress throughout the project life cycle
+ Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational, and project levels
+ Develop and contribute concise communication materials for senior management
+ Influence, clearly articulate, and align stakeholders to final resolutions
+ Create and maintain audit and decision logs
+ Identify potential issues related to the supervisory framework by reviewing increases/decreases in alert volume captured in the Supervision Dashboard
+ Escalate issues timely
Required qualifications, capabilities, and skills
+ 7+ years of experience in the securities / investment industry
+ Project management experience is required
+ 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 projects forward
+ Experience managing multiple projects 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
Preferred qualifications, capabilities, and skills
+ 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 a bachelor's degree
+ Industry licensing preferred but is not required for the role (e.g., FINRA Series 7, 66 (63/65), 9/10 (or 4, 24, 53), appropriate State Life & Health Insurance license, etc.)
+ Should have experience leading project teams through full project lifecycle from ideation to project implementation including process design, technology development, testing and business readiness.
+ Agile and/or Jira experience is a plus
+ Experience using MIS reporting tools and creating end-user reports is a plus (QlikView, QlikSense, SSRS, Tableau)
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Source : JPMorgan Chase
