Wealth Management Solutions, ConnectWealth Program Manager

2 weeks ago


New York, United States JPMorgan Chase & Co. Full time

Job Description: The Vice President, ConnectWealth PMO will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. This transformative initiative, spanning multiple lines of business and functions, aims to revolutionize our managed accounts operating model and deliver a cutting-edge, intuitive technology platform.  As the VP, PMO, you will work hand-in-hand with the Program Lead to ensure seamless coordination across workstreams, proactively identify and mitigate risks, and maintain unwavering focus on delivering business value. You will be instrumental in establishing a robust PMO function that provides transparency, governance, and strategic direction to this high-profile program. This role presents an unparalleled opportunity to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations. If you thrive in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you. Key Responsibilities: Establish and lead a best-in-class PMO function that serves as the nerve center for the ConnectWealth program Partner with the Program Lead to develop and execute the overall program strategy, roadmap, and delivery plan Drive rigorous program governance, including risk and issue management, change control, and executive reporting  Proactively monitor and manage cross-functional dependencies, ensuring seamless integration across workstreams Lead the development and implementation of a robust change management framework to drive adoption and business readiness Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program success Foster a culture of continuous improvement, innovation, and agility within the program team Mentor and guide junior team members, nurturing the next generation of leaders Required Qualifications: Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management 6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management Proficiency in project management tools (., JIRA, MS Project) and collaboration platforms (., Confluence, SharePoint) Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making Highly influential communicator with the ability to engage and align stakeholders at all levels Proven ability to lead and motivate high-performing teams in a matrixed environment Strong business acumen and understanding of wealth management products, operations, and technology Bachelor's degree in a technical field (., Computer Science, Engineering) or equivalent experience; advanced degree (., MBA, PMP) strongly preferred Preferred Qualifications:  Experience with data-driven decision making and familiarity with data analysis and visualization tools (., Tableau, PowerBI) Expertise in cloud technologies (., AWS, Azure), microservices architecture, and API management Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment If you are a visionary leader with a passion for driving transformative change and delivering best-in-class results, we encourage you to apply for this exciting opportunity. Join us in shaping the future of wealth management at JPMorgan Chase



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