Wealth Management Solutions, ConnectWealth Program Manager

7 days ago


New York, New York, United States JPMorganChase Full time $150,000 - $250,000 per year

Job Description
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 (e.g., JIRA, MS Project) and collaboration platforms (e.g., 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 (e.g., Computer Science, Engineering) or equivalent experience; advanced degree (e.g., MBA, PMP) strongly preferred

Preferred Qualifications

  • Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)
  • Expertise in cloud technologies (e.g., 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

About Us
JPMorganChase, 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, paid in the form of cash and/or forfeitable equity, 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset 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. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.



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