As a member of the ConnectWealth Studio Product team, you will act on behalf of the business, operations, and our clients to build a new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors businesses, representing in excess of $640 billion in AUM across 900k accounts. Responsibilities include but are not limited to analyzing workflow processes, evaluating viable process alternatives, development of business and functional requirements, and support data conversion for the resulting solution. You will also support and participate in design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and on-time delivery.

The role requires the ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the senior management team. The individual must have a proven track record of managing in an operations organization. The qualified candidate will lead strategic implementation and program governance.

Job Responsibilities

• Development of business requirements through partnership with various stakeholders including business management teams, design teams, operations, legal, compliance, & risk partners

• Participation in the UI design process

• Documenting business requirements in Epic/Story format within JIRA

• Leading story refinement and grooming sessions with tech partners

• Partnering with UAT testing test to provide support in conditioning of acceptance criteria uses cases and providing product support during testing

• Client and Customer Focus: Analytical and problem-solving skills; Ability to identify trends and improve processes for both the customer and the business

• Risk and Controls: Understanding of regulatory/legal landscape related to the investment product process; Ability to work audit, compliance and regulatory constituencies to manage work in accordance with established procedures and relevant regulations and laws; demonstrated accountability for work process and the associate risks and controls; demonstrated ability to raise issues to relevant stakeholders or management with respect to the control environment

Required Qualifications, Skills and Capabilities

• 5 years of prior experience in financial services industry, preferably in wealth management or investments organizations

• Experience in project management, management consulting, change management supporting large scale business and technology initiatives

• Demonstrated experience collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders

• Strong team player with ability to work with teams at all levels

• Ability to quickly build relationships and influence colleagues, technical and functional partners

• Confident communicator with ability to provide clear and succinct verbal and written updates for all levels of the organization

• Independent decision-making ability

• Ability to evaluate & improve processes

• Excellent documentation skills

• Understanding of Agile methodologies

Preferred Qualifications, Skills and Capabilities

• Strong systems, operational and control analysis skills

• Demonstrated proficiency with MS Excel, Word, PowerPoint

• Strong issue resolution/and problem-solving abilities

• Excellent analytical skills, communications and presentation skills

• Ability to synthesize information to reach logical conclusions & present findings

• Ability to be flexible, follow tight deadlines, organize and prioritize work

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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

Base Pay/Salary

New York,NY $118,750.00 - $200,000.00 / year