New York, NY, USA
2 days ago
J.P. Morgan Wealth Management- Vice President, Sales Strategy Support

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

 As a Sales Strategy and Support Analyst II within J.P. Morgan Wealth Management, you will lead and deliver projects that enhance business functionality and control processes reporting. You will be responsible for end-to-end project delivery and development of employee resources. You will partner with key business and technology partners to analyze business/operational processes, identify business and operational requirements, and coordinate solution implementation. This position requires leadership skills, proven investigatory abilities, prioritization skills, and a willingness to tackle new and difficult challenges.

 

Job Responsibilities:

Support implementation of effective controls in collaboration with cross-functional teams and stakeholders Evaluate the effectiveness of existing controls, identify gaps, and recommend improvements to mitigate risks and enhance the firm's risk posture Partner with external operational leadership, functional SMEs, key stakeholders consumers in the design and implementation of the global operating model for operations (roles/responsibilities, location strategy, control framework) Day-to-day maintenance of project plans, metrics, risk/issues as well as development and occasional presentation of project status reports / updates to the organization and Sr Mgmt. Provide project or business analysis support as necessary on other projects (e.g. business reporting and processes) Manage communication of status updates to stakeholders and Senior Management through risk scorecards, monthly business reviews and leadership forums  Provide business and data analysis to large, cross line of business initiatives; analyzing and documenting key business discussions and requirements, managing timelines, risks, issues, and dependencies tracking action items and other project related materials.

 

Required Qualifications, Capabilities and Skills

At least 5 years of experience in financial services industry or equivalent subject matter expertise in a relevant business related function/operation Bachelor’s degree or equivalent experience required  Intermediate/Advanced experience using Microsoft Office, including Excel, Visio, PitchPro and PowerPoint Excellent analytical and logical thinking to understand and analyze complex business processes Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills Ability to work in a high-paced environment, be flexible, follow tight deadlines, organize, and prioritize work Passionate, authentic, bold and a team player that builds strong relationships with clients, peers, partners and contacts Strong communication both verbal and written with ability to create executive-level summaries Self-motivated individual with proven track record of delivering results, flexibility, adaptability, and reliability with minimal supervision

Preferred Qualifications, Capabilities and Skills

Background in controls, audit, quality assurance, operational risk management, or compliance preferred
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