The Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the Wealth Management business. Our programs are sponsored by senior executives and are aligned with key business priorities. The team collaborates with Senior Management, Front Office Advisors, Product Specialists, Legal, Technology, and Marketing to implement complex, transformational change.
As a Senior Associate within the WM Business Transformation team, you will work as part of a team on strategic programs that impact our clients' experiences and perceptions of the firm. You will be responsible for supporting the end-to-end delivery across the project life cycle and accountable to partners & key stakeholders for comprehensive program updates. This role requires flexibility and the ability to quickly adapt within a dynamic environment.
Job responsibilities- Define and analyze problem statements and translate into tangible solutions
- Review and develop detailed operating model for business transformation
- Leverage understanding of client and advisor wealth management processes (front, middle, and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
- Own one to multiple workstreams including assessment, planning, project management, execution and evaluation
- Analyze and develop alternative solutions for decisioning
- Influence program and workstream partners & stakeholders
- Create and deliver comprehensive professional presentations for senior leadership with limited supervision
Required qualifications, capabilities, and skills- Minimum of 2 years of experience in project management
- Demonstrate understanding of client and advisor wealth management processes (front, middle, and back office)
- Work autonomously and demonstrate self-motivation & owner mentality
- Forge relationships and build a network throughout the firm
- Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
- Demonstrate personal initiative, ownership, and accountability
- Proven ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
- Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)
- Maintain a positive attitude and act as a team player while delivering on high priority, time sensitive initiatives
Preferred qualifications, capabilities, and skills- Experience in strategic consulting, management consulting, process improvement is a plus
- Familiarity with wealth management or financial services
- Familiarity with operating model analysis & definition
ABOUT USChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAMOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
