Asset & Wealth Management Background:
With client assets under supervision of $2.3 trillion and assets under management of $1.7 trillion, J.P. Morgan Asset & Wealth Management (AWM) is one of the largest asset and wealth managers in the world. AWM offers global investment management in equities, fixed income, real estate, hedge funds, private equity, liquidity, and multi-asset solutions. It also provides trust and estate, banking, and brokerage services to high net worth clients, and retirement services for corporations and individuals.
Team Description:
The AWM Change Mobilization Team partners with Operations, Technology and Business leadership to take the best of what we do, within and across LOBs, and drive deliberate cross-pollination across AWM Operations teams, promoting global process consistency and standards. We focus on evolving the organization's capabilities to move from lower to higher-value added tasks, and creating agile processes, teams and infrastructure that enable differentiated client experiences and outcomes. We follow a hypothesis-driven, data-informed approach to identify opportunities and employ co-design principles to create effective, scalable, well controlled solutions. Those solutions seek to differentially equip our people and support their development as Operations professionals of the future. We serve the broader organization and maintain a service-oriented attitude in all that we do.
Current initiatives include:
- Design - establish and implement design capability including service design practice using internal and external resources; implement process/decision modeling program including deploying software, creating guidelines and ongoing governance
- Modelling & Analysis- partner with technology to agree strategic technical architecture; establish best practices for all stages of data analytics lifecycle and support adoption x-LOB
- Intelligent Automation - identify and coordinate existing initiatives and resources, establish best practices; program manage ongoing initiatives and support BAU operations' execution; liaise with firm-wide programs and represent AWM Operations in evaluation and implementation of existing and emerging digital tools
- X-LOB Opportunities / Community Management - identify and provide vision, cohesion and where necessary, program management support to identified opportunities; develop and support communities of interest/practice
- Practice Development - support the design and launch of our team's service offerings, structure and staffing
Functions & Responsibilities:
Associates in AWM Ops Change Mobilization are instrumental in our delivery of high-impact strategic initiatives with senior leadership visibility. This role will support the Program Leads throughout all phases of the initiative from assessment to recommendation to execution. They are tasked with providing day-to-day ongoing program management support including but not limited to managing strategic roadmaps, preparing analyses, drafting status reports and program updates.
Key Responsibilities
- Partner with the Program Lead to help formulate and document compelling fact-based strategic recommendations which successfully engage stakeholders
- Participate in problem identification sessions, to help capture and document problems, major issues and actionable opportunities
- Partner with the Program Lead, and internal and x-LOB partners to provide the analysis to help formulate key decisions and major change initiatives
- Develop deep trust-based advisor relationships with key stakeholders
- Partner with Operations teams as they implement recommendations
- Identify potential roadblocks / obstacles and escalate issues as needed
- Interact with other high-performing teams within JPM to inspire innovation and champion change throughout the bank
- Continually look for opportunities to support the team's service offering with a focus on repeatable, scalable, exportable practices and tools
Skills Required
• Strong project and process management skills. Familiarity with Agile and Waterfall project delivery
- Strong knowledge of JIRA
- Innovative, forward thinker with appreciation of control and regulatory considerations
• Ability to collate relevant facts/data, analyze and coherently articulate the challenge, potential solutions and recommended solution
- Strong analytical skills, with the ability to prepare the appropriate level of analysis which will be used to develop and present fact-based recommendations in a clear, logical, and concise way; able manipulate data leveraging a suite of analytical tools
• Vision, creativity, presence, and credibility. A collaborative and flexible style. Ability to interact at multiple levels effectively with Operations, Technology and Business sponsors
• Strong PowerPoint, Excel, Word and SharePoint skills
• Strong attention to detail, and ability to work on multiple initiatives in a fast paced environment
• Transparent and honest approach to managing challenges
• Open to an environment of active 360 developmental feedback
Qualifications
- Bachelor's degree required
- 5+ years' in a project/program management role within financial services preferred
- Strong communication skills (written and verbal)
- Minimum of 2 years in a formalized communications role within financial services preferred
- Knowledge of business process reengineering; ability to capture 'As Is', 'Should Be', and 'Could Be' flows
- Demonstrated track record of participating in developing a strategic solution for an existing or new process
• Demonstrated track record of collaborating with technology to deliver impactful results that differentiate client and employee experience, meet or exceed business needs, and greatly improve operational capabilities
- Knowledge of design thinking principles, UX research and service design and/or consulting with a top-tier management consulting firm or an internal consulting/corporate strategy team, or equivalent experience preferred