Wealth Management (WM) Capital Markets and Securities Operations (CMSO) supports the E2E securities processing lifecycle for U.S. Private Bank and JPM Wealth Management. The team provides Trade Support for Equities, Listed Options, Fixed Income, Structures/Syndicates, OTC Derivatives, FX, Mutual Funds, Hedge Funds, Private Equity, and Real Estate. They also support Asset Transfers and Asset Servicing, including corporate actions, income, proxy, and class actions. They partner with various groups, including Advisors, Trading, Supervisory Management, Compliance, and Technology, to deliver their agenda.

CMSO is establishing a new Strategy and Design Team. The Strategy and Design Team (S&D) will be a focused group of resources that will support Target Operating Model realization. They will support end to end process reviews, leveraging Signavio process modeling and decision making. They will queue process improvement recommendations with Rapid Results, Intelligent Automation, Strategic Technology, et al, or, in the instance where the solution might be "self-serve", they will leverage their Alteryx and Xceptor skills to build and deliver the solution.

Role and Responsibilities

As a Project Manager, you will partner closely with the five core functions of CMSO: Alternatives, Asset Servicing, Asset Transfers, Capital Markets, and Settlements to establish a prioritized book of work. This book of work will cover process reviews, improvement recommendations, alignment of recommendations to appropriate development channels, and, where appropriate, "self-delivery" of solutions leveraging the Change Mobilization Toolkit (e.g. Alteryx, Xceptor). This role will closely partner with change management resources in each function. You will manage the agreed book of work, document and analyze processes, prepare presentations of findings and recommendations, partner with Change Mobilization Center of Excellence (COE) and Technology to determine best solution alignment, provide additional analysis toward requirements as required, manage through Agile stages, and, leverage "self-serve" tools and skills as appropriate. This role will require an ability to deal with complex challenges, tight deadlines, competing priorities, and ongoing, positive interactions with the management team.

Responsibilities

• Relationship Management - Develop and maintain relationships with the five core functions of CMSO to ensure ongoing dialogue of opportunities and how best to partner to deliver solutions.

• Project Management - Translate opportunities into a book of work with clear objectives, path of progression, and next step management. Adhere to discipline and provide weekly status of actions achieved in previous week, planned actions for the coming week, and issues requiring support.

• Meeting Management - Manage meetings effectively with clear agendas and meeting materials, appropriate invitees, and timely meeting minute distribution and next step actions.

• Process Engineering - Model and analyze processes in Signavio. Identify opportunities for improvement.

• Creative Problem Solving/Presentations - Prepare PowerPoint presentations that articulate findings of process analysis, recommend solutions, and "tell the story" of the problem to be solved.

• Change Mobilization/Common Capability Knowledge - Develop and maintain knowledge of the capabilities available for solutions through Change Mobilization.

• Agile Management - Manage solutions through the Agile lifecycle, including documenting business requirements via epics and user stories, coordinating iterative testing sprints, and coordinating implementation. Capture documentation in JIRA. Partner closely with various areas of CMSO, Change Mobilization COE, Testing COE, and Technology resources.

• Change Mobilization Tool Licensing - Develop and maintain Signavio, Alteryx, Xceptor, Tableau, et al knowledge to support "self-serve" solutioning of problems identified through process reviews.

• Data Analysis - As needed, collect data, synthesize, and translate results into concrete actionable solutions.

• Subject Matter Expertise - Develop subject matter expertise on specific areas within CMSO, based on your portfolio of projects.

• Initiative - Work independently, keep management informed of progress and escalate issues.

Qualifications

• Ability to manage different stakeholder groups to identify opportunities, complete analysis, and deliver solutions

• Previous project management and process modeling/improvement experience

• Exposure to Agile lifecycle management, including business requirements via epics/user stories and build/test sprints

• Strong organizational and prioritization skills, detail oriented and strong interpersonal skills

• Ability to analyze and resolve project-related issues and follow through with set objectives

• Excellent analytical and logical thinking to understand and analyze complex business processes

• Previous experience creating presentations. PitchPro experience a plus

• Excellent communication and presentations skills, across various stakeholders and senior management

• Intermediate/Advanced experience using Microsoft Office, including PowerPoint and Excel

• Exposure to Signavio, Alteryx, and Xceptor tools. Previous utilization to deliver results a plus.

• Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize work

• Be a team player who shows commitment and dedication, and can maintain a positive attitude and high level of performance on high profile/time-sensitive initiativesJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans