The Wealth Management Program Coordinator will design, deep involvement in program structure, product development, managing a book of work and service center tasks, timelines, risks, etc.
Delivery of major service center initiatives in partnership with the Front Office, Product, Marketing, Legal, Risk, Compliance, Operations and Technology
The Program Coordination team will be brought into the various work streams and working sessions to capture and document our deliverables.
The Program Coordination team will be responsible to have a consistent approach to track the deliverables, timelines, status, risks, issues, etc
The Program Coordination team will be involved in all facets of the effort including but not limited to product/experience design, supporting business cases, UAT testing, partnering with WMA, training and communication to build out the necessary resources for the organization.
The Program Coordination team will be responsible to report out on program status to the Service Center leadership team and the Business Readiness team. This will include progress, key decisions, changes and escalations.
The Program Coordination team is responsible to make sure the interests of the service center teams are built into each effort and when things get cut, create awareness and accounting for the items we did not get in the delivery/release.
Members of the Program Coordination team possess strengths in project management, problem resolution, effective communication, product knowledge, and brokerage operations. The position requires flexibility and the ability to quickly adapt within a dynamic environment. Must be a highly energetic self-starter with a relentless focus on execution and exhibit the ability to:
Running effective program governance, communication, decision making, and escalation framework
Working closely with cross-functional stakeholders to integrate business requirements for digital, technology enhancements, articulate benefits and facilitate prioritization discussions
Tracking and reporting program progress against performance targets and business case milestones
Preparing presentations and summary materials for senior management and key stakeholders to communicate program progress, status of key milestones/deliverables, open items, issues and key risks
Demonstrated experience collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders
Adaptability and flexibility to deliver high-quality results in a fast-paced, result-driven environment
Ability to partner closely with related functions to ensure a coordinated and effective program
Ability to plan, prioritize, adapt to change, and provide appropriate follow-through to drive results
Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
5-10 years demonstrated program management experience
Series 7 and Series 63 required
Strong analytical skill to be able to assess and clearly articulate complex ideas and possess creativity
Strong interpersonal, communication, listening, and writing skills. Candidate must be comfortable speaking in front of groups and leading discussions/presenting
Ability to work independently, set priorities and deliver results (under tight time frames and pressure)
Action oriented with a focus on results and an innovative mindset
Highly motivated, proactive and self-starter
Ability to work well on a global integrated team
Ability to effectively communicate with all levels of personnel within Wealth Management
Proficiency with Excel, PowerPoint
Jpmorgan Chase & Co.