The Wholesale Lending Services (WLS) Project Manager will be focused on transformation and simplification across WLS. Working closely with the Technology, Enterprise Data Hub (EDH) teams, and Operations teams, they will be responsible for overall management and help with retiring the outdated CBBI (Commercial Bank Business Intelligence) infrastructure. They will prioritize and rationalize reports, manage the retirement plan and drive execution of an optimized reporting environment for WLS.
This role will coordinate with both WLS Operations resources and Technology leaders to scope current processes, brainstorm / design new solutions, and then build / implement those solutions to be rapidly deployed to production. They will lead one of the CBBI Retirement workstreams from scoping through implementation, with both direct and indirect management responsibilities. The leader will work closely with WLS Ops teams to develop a deep understanding of each process in scope in order to create an automated solution leveraging out technology suite. This will also involve coordination and partnership with Tech teams to develop accurate requirements, design user-friendly interfaces, and ensure a rigorous testing process.
The position requires a results-focused, process-disciplined manager with strong project management and facilitation skillsets to deliver against an aggressive implementation schedule. This person will need to be a clear thinker that can both develop and deliver the digital transformation vision while collaborating across a diverse set of stakeholders, managing relationships with and presenting regularly to JPM leadership teams.
Core Responsibilities
* Build and drive the CBBI retirement vision and roadmap, ensuring timely, quality, cost-effective delivery of results
* Work with stakeholders to prioritize deployments based on cost / benefit trade-offs
* Drive process discipline across the vision, development, and implementation life cycle
* Use a framework to communicate program and project level details and timelines with employees within WLS
* Partner with cross-functional stakeholders across WLS, Digital, and various Technology teams
* Coordinate User Acceptance Testing, ensuring user engagement and testing rigor
* Think strategically and tactically, to design and implement deliverables, with the flexibility to adjust to new innovations, regulations and priorities
* Implement resource, governance and organization structure to deliver the transformational initiatives as required in order to deliver results in a complex environment
* Effectively communicate to provide regular updates to leadership of the Commercial Bank and WLS, including presentations, executive summaries and summary metrics
Qualifications
* Bachelors degree
* Proven ability to lead large scale, cross-functional initiatives
* Previous expertise and a true passion for process innovation, design, and technology
* Demonstrated leadership experience in financial services
* Strong financial services experience
* Must have 8+ years of experience designing and successfully leading operational change management or technology programs; experience within large Financial Services firms preferred
* Demonstrated experience managing and collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders
* Excellent judgement and independent decision-making ability
* Strong organization, attention to detail, time management, planning skills and the ability to handle multiple competing priorities
* Strong process focus
* Demonstrated ability to communicate effectively to multiple levels of management, both written and verbal
Preferred Qualifications
* MBA or related Masters Degree
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.