Wealth Management PXT

Our Planning team is part of the J.P. Morgan Wealth Management (JPMWM) Product & Technology (PXT) Finance office, focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management, J.P. Morgan Advisors and Online Investing platform. We are seeking someone who will be responsible for determining the technology investment strategy for the Wealth Management business, building multi-year investment roadmaps for key strategic initiatives, tracking specific deliverables, prioritizing all projects in the book of work and managing that process across all business and technology stakeholders to ensure transparency on the process at all levels of the organization. You will help set and manage expectations for how we engage our clients, empower our employees, optimize our systems and transform our products to deliver balanced business outcomes.

As a Vice President in JPMWM PXT Finance & Business Management, you will understand Wealth Management’s strategic priorities, guide the execution of intake processes, inform technology investments plans that may influence financial outcomes, maintain visibility into the health of the portfolio, and identify and help drive process improvements. You will work in partnership with key stakeholders spanning the Business, Finance, Technology, Digital, Operations, Strategy, and Field Management to deliver a seamlessly integrated and unified investment plan. Additionally, you will be working across all lines of business, functions and levels of the organization with key partners including, but are not limited to other Product/Platform Owners, Line of Business and Tech Portfolio Management teams, Business Management, Technology Leaders, Digital, and Finance. 

Job responsibilities

• Engage closely with cross-functional stakeholders to drive investments that achieve business and client needs, while meeting critical deadlines and key control standards
• Develop  proper governance models, meeting cadence, and presentations for strategic level communications
• Drive disciplined performance management through the tracking and assessment of key performance indicators and financial benefits enabling transparency into achievement of long terms goals of our product and platforms and to inform more frequent budget allocation decisions
• Align with product delivery teams to ensure coordinated intake processes for product and technology teams and transparency of backlog delivery and change management across products, platforms, and lines of business
• Partner with Product and Platform teams to develop and implement reporting that measures value drivers, spend, team performance trends, future team productivity predictions, and skill set needs assessments
• Drive JPMWM’s transformation and partner with other portfolio managers to evolve from demand management, the current toolset, and processes into an agile, autonomous product centric environment

Required qualifications, capabilities, and skills

• Bachelor’s degree
• 7+ years relevant Financial Services experience
• Strong leader and change agent passionate about partnering with the JPMWM Product and Platform owners on driving results in a more autonomous product centric environment
• Superior expertise in business planning; ability to partner with technology, finance, and product/platform teams to drive balanced business outcomes using agile product development techniques
• Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Finance, Executive Management)
• Knowledge of Wealth Management, technology systems, and interdependencies with technology based solutions 
• Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
• Ability to influence and advise senior management
• Business savvy and commercial judgment 
• Highly organized with excellent partnership and communication skills

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.