JOB DESCRIPTION

As a member of the ConnectWealth Studio Product team, you will act on behalf of the business, operations, and our clients to build a new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors businesses, representing in excess of $640 billion in AUM across 900k accounts. Responsibilities include but are not limited to analyzing workflow processes, evaluating viable process alternatives, development of business and functional requirements, and support data conversion for the resulting solution. You will also support and participate in design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and on-time delivery.

The role requires the ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the senior management team. The individual must have a proven track record of managing in an operations organization. The qualified candidate will lead strategic implementation and program governance.

Job Responsibilities

• Development of business requirements through partnership with various stakeholders including business management teams, design teams, operations, legal, compliance, & risk partners
• Managing a team of Product Owners, Data Analysts, and Product Analysts
• Participation in the UI design process
• Documenting business requirements in Epic/Story format within JIRA
• Leading story refinement and grooming sessions with tech partners
• Partnering with UAT testing test to provide support in conditioning of acceptance criteria uses cases and providing product support during testing
• Client and Customer Focus: Analytical and problem-solving skills; Ability to identify trends and improve processes for both the customer and the business
• Risk and Controls: Understanding of regulatory/legal landscape related to the investment product process; Ability to work audit, compliance and regulatory constituencies to manage work in accordance with established procedures and relevant regulations and laws; demonstrated accountability for work process and the associate risks and controls; demonstrated ability to raise issues to relevant stakeholders or management with respect to the control environment

Required Qualifications, Skills and Capabilities

• 10 years of prior experience in financial services industry, preferably in wealth management or investments organizations
• Experience working with Trust accounts
• Experience in project management, management consulting, change management supporting large scale business and technology initiatives
• Demonstrated experience collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders
• Strong team player with ability to work with teams at all levels
• Ability to quickly build relationships and influence colleagues, technical and functional partners
• Confident communicator with ability to provide clear and succinct verbal and written updates for all levels of the organization
• Independent decision-making ability
• Ability to evaluate & improve processes
• Excellent documentation skills
• Understanding of Agile methodologies

Preferred Qualifications, Skills and Capabilities

• Strong systems, operational and control analysis skills
• Demonstrated proficiency with MS Excel, Word, PowerPoint
• Strong issue resolution/and problem-solving abilities
• Excellent analytical skills, communications and presentation skills
• Ability to synthesize information to reach logical conclusions & present findings
• Ability to be flexible, follow tight deadlines, organize and prioritize work

ABOUT US
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.