Talent.com
Wealth Management Solutions, ConnectWealth Program Manager - Vice President
Wealth Management Solutions, ConnectWealth Program Manager - Vice PresidentChase • Jersey City, NJ, US
No longer accepting applications
Wealth Management Solutions, ConnectWealth Program Manager - Vice President

Wealth Management Solutions, ConnectWealth Program Manager - Vice President

Chase • Jersey City, NJ, US
1 day ago
Job type
  • Full-time
Job description

Vice President, ConnectWealth Pmo

The Vice President, ConnectWealth PMO will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. This transformative initiative, spanning multiple lines of business and functions, aims to revolutionize our managed accounts operating model and deliver a cutting-edge, intuitive technology platform.

As the VP, PMO, you will work hand-in-hand with the Program Lead to ensure seamless coordination across workstreams, proactively identify and mitigate risks, and maintain unwavering focus on delivering business value. You will be instrumental in establishing a robust PMO function that provides transparency, governance, and strategic direction to this high-profile program.

This role presents an unparalleled opportunity to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations. If you thrive in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you.

Key Responsibilities :

  • Establish and lead a best-in-class PMO function that serves as the nerve center for the ConnectWealth program
  • Partner with the Program Lead to develop and execute the overall program strategy, roadmap, and delivery plan
  • Drive rigorous program governance, including risk and issue management, change control, and executive reporting
  • Proactively monitor and manage cross-functional dependencies, ensuring seamless integration across workstreams
  • Lead the development and implementation of a robust change management framework to drive adoption and business readiness
  • Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program success
  • Foster a culture of continuous improvement, innovation, and agility within the program team
  • Mentor and guide junior team members, nurturing the next generation of leaders

Required Qualifications :

  • Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management
  • 6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context
  • Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management
  • Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management
  • Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)
  • Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making
  • Highly influential communicator with the ability to engage and align stakeholders at all levels
  • Proven ability to lead and motivate high-performing teams in a matrixed environment
  • Strong business acumen and understanding of wealth management products, operations, and technology
  • Bachelor's degree in a technical field (e.g., Computer Science, Engineering) or equivalent experience; advanced degree (e.g., MBA, PMP) strongly preferred
  • Preferred Qualifications :

  • Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)
  • Expertise in cloud technologies (e.g., AWS, Azure), microservices architecture, and API management
  • Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification
  • Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services
  • Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment
  • If you are a visionary leader with a passion for driving transformative change and delivering best-in-class results, we encourage you to apply for this exciting opportunity. Join us in shaping the future of wealth management at JPMorgan Chase!

    Create a job alert for this search

    Manager Program Management • Jersey City, NJ, US

    Related jobs
    Military Pathways Development Program

    Military Pathways Development Program

    JPMorgan Chase • New York, NY, US
    Full-time
    JPMorganChase US Military Pathways Program.The JPMorganChase (JPMC) US Military Pathways Program offers a challenging and rewarding work experience that provides acclimation support, coaching and d...Show more
    Last updated: 18 hours ago • Promoted • New!
    Wealth Management Consultant

    Wealth Management Consultant

    Accenture • New York, NY, United States
    Full-time
    No industry can escape digital's disruption, especially not Wealth Management.Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and th...Show more
    Last updated: 5 days ago • Promoted
    Vice President of Provider Contracting and Value-Based Partnerships

    Vice President of Provider Contracting and Value-Based Partnerships

    MetroPlus Health Plan • New York, NY, United States
    Full-time +1
    Vice President of Provider Contracting and Value-Based Partnerships.Water Street, 7th Floor, New York, NY 10004 .New Yorkers by uniting communities through care. We believe that Health care is a ...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Advisor (NYC)

    Wealth Management Advisor (NYC)

    TIAA • New York City, New York, USA
    Full-time
    Supported with a robust array of resources and solutions Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through...Show more
    Last updated: 22 days ago • Promoted
    Senior Wealth Strategy Associate

    Senior Wealth Strategy Associate

    UBS • New York, NY, United States
    Full-time
    New York : the salary range for this role is $100000 to $140000.The expected salary range(s) for this role as of the date of this posting is / are based on factors including, but not limited to, exper...Show more
    Last updated: 25 days ago • Promoted
    J.P. Morgan Wealth Management - Executive Director, Client Specialist

    J.P. Morgan Wealth Management - Executive Director, Client Specialist

    JPMorgan Chase Bank, N.A. • New York, NY, United States
    Full-time
    The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net ...Show more
    Last updated: 30+ days ago • Promoted
    Program Director-BX563401

    Program Director-BX563401

    ICL • Bronx, New York, USA
    Full-time
    Under the general supervision of the Vice President Community Support Services Team Leader / Program Director and the guidelines provided by ICL and the NYS OMH for the Mental Health Comprehensive Me...Show more
    Last updated: 13 days ago • Promoted
    Fund Development Manager (Nonprofit)

    Fund Development Manager (Nonprofit)

    GPAC • New York, NY, US
    Full-time
    GPAC is partnering with a well-established, equity- and opportunity-focused nonprofit organization located in Lower Manhattan to identify their next Fund Development Manager.The organization has a ...Show more
    Last updated: 24 days ago • Promoted
    Wealth Advisor Success Associate

    Wealth Advisor Success Associate

    National Financial Partners • New York, NY, United States
    Full-time
    Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices.We are a newly indepen...Show more
    Last updated: 25 days ago • Promoted
    Wealth Management Offshore Strategy, Vice President

    Wealth Management Offshore Strategy, Vice President

    Morgan Stanley • New York, NY, US
    Full-time
    Vice President, Offshore Strategy.The Vice President, Offshore Strategy will play a pivotal role in shaping and executing the future of Wealth Management's global location strategy, offering a uniq...Show more
    Last updated: 23 days ago • Promoted
    Workforce Resiliency Lead – Vice President

    Workforce Resiliency Lead – Vice President

    JPMorganChase • Jersey, New Jersey, USA
    Full-time
    Join JPMorgan Chase as a Vice President on the Workforce Resiliency Team and help coordinate employee support across the firm. As a Vice President on the Workforce Resiliency Team you will promote t...Show more
    Last updated: 7 days ago • Promoted
    Associate, Business Development (Wealth Advisor)

    Associate, Business Development (Wealth Advisor)

    Lido Advisors, LLC • New York, NY, United States
    Full-time
    Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expandin...Show more
    Last updated: 22 days ago • Promoted
    Management Associate (EP), Leadership Development Program (LDP)

    Management Associate (EP), Leadership Development Program (LDP)

    Orange & Rockland • New York, NY, United States
    Part-time +1
    As one of the world's largest energy delivery companies, Con Edison is a trailblazer in technology, infrastructure, cybersecurity, and transmission, with a strong commitment to clean energy policy ...Show more
    Last updated: 25 days ago • Promoted
    Senior Vice President, Earned Strategy, Health PR

    Senior Vice President, Earned Strategy, Health PR

    The Ogilvy Group • New York, NY, United States
    Full-time
    Ogilvy has been creating impact for brands through iconic, culture-changing, value-driving ideas since the company was founded by David Ogilvy 75 years ago. It builds on that rich legacy through Bor...Show more
    Last updated: 30+ days ago • Promoted
    Advocacy & Policy Director

    Advocacy & Policy Director

    Envision Freedom Fund • Brooklyn, New York, USA
    Full-time
    Envision Freedom Funds Advocacy & Policy Director will further our mission to abolish immigration bond and all forms of wealth-based detention and drive reforms to ensure harm reduction for ind...Show more
    Last updated: 7 days ago • Promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Red Bank, NJ, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 25 days ago • Promoted
    Wealth Management Advisor

    Wealth Management Advisor

    Purple Unicorn Company • New York, NY, United States
    Full-time
    PLEASE ONLY APPLY FOR THIS POSITION THROUGH PURPLE UNICORN.RESUMES SENT TO NORTHWESTERN MUTUAL DIRECTLY WILL AUTOMATICALLY BE DISQUALIFIED FOR THIS SPECIFIC ROLE. Midtown, New York City (Onsite requ...Show more
    Last updated: 10 days ago • Promoted
    J.P. Morgan Private Client Vice President Wealth Management Partnership Program Lead

    J.P. Morgan Private Client Vice President Wealth Management Partnership Program Lead

    Chase • New York, NY, US
    Full-time
    Wealth Management Partnership Program Lead.Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of J.Morgan ...Show more
    Last updated: 9 days ago • Promoted