Wealth Management, Client Onboarding Project Manager, VP

JPMorgan Chase & Co.
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Posted on: 30 Jan 2021

Columbus, OH

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Job Description

As a Senior Project Manager, you'll participate in projects and provide support for various initiatives and any associated business transformation projects. You may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, configuration changes or system modifications. Through strong partnership with Business, Operations and Technology counterparts, you'll work on project deliverables. Primary areas of focus will include eliciting project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis. As a Senior Project Manager, you'll critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Additionally, you'll assist in the overall coordination and management of the program, including status, scorecards, and other key project management functions.

Responsibilities:

* Coordinate with various areas of Operations, Middle Office, Finance, Technology, and Senior Management to build business requirements, procedures, and processes. This will include project plan development, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc.
* Conduct data analysis, data collection, and synthesis to translate into empirical solutions or evidence that can optimize project reporting
* Work with business partners to design, introduce, or re-engineer existing processes and business applications
* Conduct project planning and analysis, including creating detailed project plans, documenting business requirements, detailing issues and problems, and drafting business and technical work/data flows
* Facilitate or support project facilitator, create materials for presentation, and provide reporting/metrics as required

Qualifications:

* Bachelor's degree required
* 5 - 10 years project management / business analysis experience
* Excellent communication and presentations skills across various stakeholders and senior management
* Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
* Excellent analytical and logical thinking to understand and analyze complex business processes
* Strong organizational and prioritization skills, detail-oriented, and strong interpersonal skills
* End-to-end project management experience, including scoping, business case development, implementation, and change management
* Ability to analyze and resolve project-related issues and follow through with set objectives
* Ability to deal with different stakeholder groups to elicit business requirements, procedures, and processes
* Ability to work in a fast-paced environment, be flexible, follow tight deadlines, organize, and prioritize work

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.