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Wealth Management, Program Management Client Onboarding, Vice President

Req #: 170111293
Location: Newark, DE, US
Job Category: Operations
Job Description:

Our Business
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.

Wealth Management (WM) is part of the Asset & Wealth Management (AWM) business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.


WM Client Onboarding – Change Management
The WM Client Onboarding Change Management team is a part of the larger Business Management organization which supports the Client Onboarding Operations team.  The Client Onboarding Operations organization is centrally in charge of client onboarding responsibilities in coordination with our bankers and business partners across both the Know-Your-Client (KYC) process as well as Account Opening activities.   

The individual will be part of the Change Management Team that globally supports changes to the operating model, processes and technology working in a Project Management role to drive forward initiatives to help facilitate control integration and operational efficiency.

Responsibilities (includes below but not limited to)
  • Act as an advisor to the stakeholders on the project to achieve goals and overcome obstacles
  • Capture end-to-end requirements, driving to understand the core business problems thru analysis and thinking thru alternative solutions
  • Deliver against the strategic vision outlined for the technology platform and the global operational model
  • Manage the overall development and deployment  of owned initiatives as well as oversight of full Release schedule
  • Report status updates to Senior Management, managing and influencing their expectations
  • Partner with Operations Risk & Control team members, Training, Operational SME’s and business partners
  • Effectively manage scope of projects and the expectation of project stakeholders
  • Proactively identify and address risks, ensuring escalation as needed
  • Advanced computer skills: MS Office Suite (PowerPoint, Word, Excel, Access, SharePoint)
  • Excellent time and project management skills
  • Able to operate independently and self-identify solutions
  • Ability to recognize when escalation is needed
  • Detail oriented and committed to consistent quality
  • Strong analytical and problem-solving ability
  • Excellent communication and interpersonal skills, including dispute resolution
  • Highly motivated
  • Can quickly adapt to work flow variation and change
  • Forward-looking and creative thinker
  • Executive presence and comfort with a Senior level audience
  • Product development/product owner/project management, including both development and implementation
  • Proven track record of medium to large scale project plan monitoring and execution, including stakeholder communications
  • Understanding of Risk Management principles
  • Capable of direct interface with Senior Management / Senior Leadership
  • Able to simultaneously address multiple requirements and tasks
  • Experienced with managing coordination across multiple organizations with varying priorities
B.S. Degree or equivalent work experience; Business or Finance is preferred
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