Location: New York,NY, USA
Join our dynamic US Wealth Management Business Transformation Office (BTO) in New York as an Associate. This role offers the opportunity to be part of a strategic internal consulting group, promoting top initiatives across the firm. You will collaborate with various functions, business lines, and leadership teams, contributing to the value for Advisors, Clients, and the overall business.As a Senior Associate in the Business Transformation Team at J.P. Morgan Wealth Management, you will be integral to the strategy definition and execution for the firm's top strategic initiatives. Your role will involve partnering across various functions and leadership teams to enhance value for Advisors, Clients, and the business. You will collaborate with Senior Leadership, Front Office Advisors, Product Specialists, Operations, Technology, and Marketing/Communications to implement transformational change. Being a proactive problem solver, you will promote clarity, decision making, and results in a dynamic environment.Job responsibilities Define and analyze business problems/objectives and translate into tangible solutions Support the development of detailed target state operating models and implementation roadmaps to support cross-functional change Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting Think innovatively to analyze, design and prioritize alternative solutions Influence a cross-functional, diverse environment to change status quo Create and deliver compelling presentations for senior leadership Forge relationships (internally and across functions) and build a network throughout the firmRequired qualifications, capabilities, and skills 3+ years of experience in management consulting and/or program management Demonstrated experience driving large scale, complex projects and operating model changes thru design, planning, documenting and execution High proficiency in supporting program workstreams and cross-functional working groups Experience with end-to-end processes/infrastructure, including advisors, client service, product, technology, operations and controls Curiosity and drive with an innovative mindset Detail oriented, organized and familiar with program management and process mapping tools/methodology Outstanding communication and presentation skills Preferred qualifications, capabilities, and skills MBA (or equivalent) strongly preferred Wealth Management knowledge preferred