J.P. Morgan Wealth Management- Vice President, CWM Business Project Manager
Listed on 2026-01-11
-
Management
Operations Manager -
Finance & Banking
J.P. Morgan Wealth Management – Vice President, CWM Business Project Manager
Location: New York, NY
Base Pay Range: $/yr – $/yr
Job DescriptionJ.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self‑Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. As a Vice President on the CWM Business Project Management Team you will lead strategic initiatives aimed at driving business growth and enhancing client experiences within Chase Wealth Management.
Your role will involve partnering with leaders across product, technology, legal, risk, and field teams to deliver large‑scale, transformational projects that spark innovation and long‑term success. The position requires strong problem‑solving skills, advanced analytical capabilities, and the ability to navigate complex issues while driving strategic decisions through execution.
- Lead critical business projects end‑to‑end, representing the business in planning, execution, and delivery to ensure initiatives meet strategic goals.
- Act as business owner for key initiatives, coordinating across functions to drive alignment, remove roadblocks and deliver outcomes on behalf of the organization.
- Drive the prioritization, implementation, and measurement of key business goals and targets, managing projects that impact Advisors and their management across multiple stakeholders.
- Strategize and develop implementation plans for key initiatives effectively.
- Collaborate and mentor junior members of the team in order to execute project deliverables with a focus on the client and advisor experience.
- Identify risks and escape issues promptly, employing a solution‑focused mindset to resolve challenges.
- Interface with senior executives on the leadership team, building relationships across stakeholders to enable the business to achieve its objectives and ensure initiatives are executed as planned in a controlled manner.
- Build trust and rapport through all interactions, delivering optimal outcomes for the business and fostering an advisor and client‑centric mindset across all strategic initiatives.
- Leverage cross‑functional relationships and business knowledge to influence outcomes with quick turnaround times.
- 7+ years of prior experience in the financial services industry.
- Proven track record of managing and delivering high‑profile priorities and projects in a fast‑paced, fluid environment with multiple stakeholders.
- Proactive, accountable, and detail‑oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines.
- Ability to understand and analyze complex business processes, products, and initiatives to identify risks, improve processes, and develop innovative solutions.
- Exceptional interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of organization.
- Strong executive storytelling and presentation skills in written form and verbally.
- Adaptable to change in a fast‑paced & high‑pressure environment.
- Background in corporate strategy or project management role preferred.
- Knowledge of the Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organization structure, and performance metrics preferred.
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs.
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…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).