Chase ยท 1 week ago
J.P. Morgan Wealth Management- Vice President, CWM Business Project Manager
Chase is a leading financial services firm focused on helping customers achieve their financial goals. As a Vice President on the CWM Business Project Management Team, you will lead strategic initiatives to drive business growth and enhance client experiences, partnering with various teams to deliver large-scale projects.
BankingFinancial Services
Responsibilities
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 escalate 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
Qualification
Required
7+ years of prior experience in 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
Preferred
Background in corporate strategy or project management role
Knowledge of the Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organization structure and performance metrics
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-13
2026-01-11
Financial IT
2026-01-09
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