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Wealth Management - Client Onboarding Change & Delivery Project Manager - Associate

Req #: 170101987
Location: Scotland, GB, US
Job Category: Operations
Job Description:
Business Description
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Our Team
The team is Onboarding within Asia & EMEA.
Established as a market-leading function, the Onboarding Organisation’s objective is to help manage the regulatory risks involved in onboarding clients, with special attention to meeting the regulatory Anti-Money Laundering (AML) and Know Your Client (KYC) requirements.  The team includes onboarding officers, quality control, account control administration and project managers.
The Role
The project manager will be based in Edinburgh and will be part of the practice support team (Change & Development) within the Onboarding Organisation.  The project manager will provide assistance to the local Change & Development team to provide oversight for the regions: including assistance with information management and project management.  This role involves frequent interaction with management and other key stakeholders (e.g.: CSS, COO etc.) in a fast-paced team environment, as well as the opportunity to work on specific strategic projects.  The role will include, but is not limited to:
  • Act as a change agent to enable delivery of the Client Onboarding agenda
  • Build detailed knowledge of the Client Onboarding workflows and organisation
  • Research and resolve data issues and answer queries from management and other key stakeholders
  • Escalate and/or resolve team issues; track and measure recurring themes for systemic issues and opportunities
  • Coordinate and provide disciplined project management on ad hoc projects across regions
  • Liaise with Legal, Risk, Compliance, Front Office and Tech on certain projects
  • Coordinate materials and agenda for management & other meetings



Required Knowledge, Skills and Attributes:

  • Proactive, strategic thinker

  • Strong analytical and project management skills

  • Focused, with a tenacity to resolve issues and conflicts

  • Flexible and able to work in a fast-paced environment to effectively meet deadlines

  • Excellent interpersonal and communication skills

  • Strong sense of accountability and ownership

  • Able to partner with multiple stakeholders

  • Pro-active self-starter

  • Ability to work effectively in a team environment and ability to adapt to a rapidly changing business and technological environment

  • Tolerance for ambiguity

  • Ability to deal with highly confidential information in a professional manner


  • Education and Experience:

  • Degree or qualification in Accounting, Finance or Business beneficial

  • Relevant experience in a similar role

  • Fluency in English is essential

  • Specific industry related experience preferred

  • Strong Microsoft Office skills, in particular with Excel and Powerpoint

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.


JPMorgan Chase & Co. is an Equal Opportunity Employer. 

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