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Wealth Management, Life Insurance Transformation and Strategy Project Manager - VP

Company: JPMorgan Chase & Co.
Location: Jersey City
Posted on: January 24, 2023

Job Description:

Wealth Management, Life Insurance Transformation and Strategy Project Manager - VP -"Job Details" Jersey City, NJ, United States Job Identification 210378117 Job Category Product Development Locations

  • 480 Washington Blvd, Jersey City, NJ, 07310, US Posting Date 01/19/2023, 08:25PM Job Schedule Full time Jersey City,NJ $114,000.00-$185,000.00 Job Description J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank and J.P. Morgan Securities, which serve high net worth and ultra-high net worth clients, and Chase Wealth Management, serving mass affluent and affluent clients. - Role Summary Life Insurance Transformation and Strategy Project Manager will support the implementation and product roll-out of Life Insurance products across the LoBs within Wealth Management at J.P. Morgan; Chase Wealth Management, JPMorgan Securities and the Private Bank. Responsibilities include designing end-to-end user experience and managing the implementation of the program. This will entail partnering with leadership and the business in defining and managing strategic business plan, defining the life product solutions, and platform that will support execution of the core offering across the wealth spectrum served by the business. - The candidate should be a self-starter, execution-focused with the ability to drive tasks and projects to completion. The ability to work across line of business and across function (including sales, operations, technology, marketing, legal, risk, compliance) is paramount in delivering a world-class offering and client experience. The candidate will be familiar with the life Insurance industry, vendor management, and can effectively manage between sales and service support needs of the product. Responsibilities
    • Support leading the multi-year transformation strategy with a sharp focus on client and advisor journeys to achieve our business growth goals -
    • Lead implementation of the insurance operating model in partnership with Business Leads, Client Service, Operations, and Technology
    • Create user stories and journeys, business requirements, partner with design team through design process and guiding the technological execution including managing business requirements
    • Set and execute on various delivery milestones
    • Relationship management of third-party vendors, insurance carriers and general-agencies; including onboarding in accordance with the firm third party oversight requirements
    • Oversee new product setup on the platform, partnering with internal and external stakeholders
    • Partner with Insurance Specialists and Business Development team to create level of awareness of the life insurance solution suite, promote product launches and support the practice
    • Facilitate change-management and syndication discussions with key stakeholders from each line of business, LOBs (e.g., CWM, JPMS, PB) -
    • Manage relationships across LOBs to ensure best practices are achieved and maintained (e.g., procedures, commission payments, etc.)
    • Follow and execute on program management that is put in place to ensure: (a) tracking workstreams and initiatives, (b) create, (c) risks are addressed and status measured, and (e) deliveries are successful. Qualifications:
      • Minimum 7-10 years of experience in financial services, insurance related experience and subject matter expertise across l ife solutions
      • Minimum 7-10 years of experience of project management and/or product management is a plus
      • Ability to prioritize with superior multi-tasking and organizational skills
      • Excellent communication, presentation and data analytical skills -
      • Structured thinker, effective communicator with excellent written communication skills
      • High attention to detail
      • Highly self-motivated and ability to remain calm under intense pressure
      • Strong initiative, energy and confidence completing projects with limited supervision About Us JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

        We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. The Solutions Product Management Lead will oversee the coordination, communication and strategic management of the products across the Solutions organization. They will be the primary point of contact for the Solutions CEO on all aspects of the Solutions suite of product capabilities and the supporting infrastructure. Page Wealth Management, Life Insurance Transformation and Strategy Project Manager - VP - Chase- Candidate Experience page Careers loaded IMPORTANT NOTICE: PLEASE READ CAREFULLY BEFORE USING THIS WEBSITE

Keywords: JPMorgan Chase & Co., Jersey City , Wealth Management, Life Insurance Transformation and Strategy Project Manager - VP, Executive , Jersey City, New Jersey

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