• Job Description

  Req#: 210400960

  As a Senior Associate 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

  Business Transformation Office drives and executes critical change initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and span growth, regulatory, and location strategy. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change.

  Job responsibilities

  You will be expected to provide broad insights and thought leadership for these high visibility projects. Given growth targets and regulatory environment, we expect you to:

  • Drive the translation of the client or advisor experience strategy into tangible solutions
  • Define detailed processes, organizational structure and relevant roles and responsibilities required to implement changes
  • Establish processes and controls to ensure compliance with regulations
  • Guide and influence stakeholders towards strategic decision-making
  • Manage the transition from current to future state
  • Embrace ambiguity and adapt to shifting priorities
  • Lead or support specific workstreams within individual programs and assist in the development and deployment of the strategic operating model of your assigned program
  • Conduct key workstream meetings or working groups with the Front Office, Product, Marketing, Legal, Risk, Compliance, Operations and Technology
  • Contribute to the design and implementation of full operating models (e.g., organizational structures, governance, detailed processes, controls, and technology tools)
  • Lead highly skilled teams through project lifecycles by leveraging approaches in process re-engineering, organizational design, program and change management
  • Identify challenges, gaps and opportunities for improvement (and report findings in a simple, compelling way)
  • Organize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or program

  Required qualifications, capabilities, and skills

  You must be a highly energetic self-starter with a relentless focus on execution and exhibit the ability to:

  • Define and analyze problem statements and translate into tangible solutions
  • Contribute to the development of detailed operating models for business changes
  • Demonstrate understanding of client and advisor wealth management processes (front and back office)
  • Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
  • Analyze and prioritize alternative solutions to drive results
  • Influence a cross functional, diverse environment to change status quo
  • 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
  • 3+ years of experience in project management
  • Experience in strategic consulting, management consulting, process improvement is a plus
  • Demonstrated ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
  • Exposure to end-to-end bank infrastructure, including advisors, client service, product, technology, operations, and controls
  • Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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