Wealth Management Portfolio Solutions and Research Support

ESG Regulatory Change Project Manager

Organization Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Employer Description

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.

This is an exciting opportunity for you to join the growing Solutions ESG Regulatory Readiness Team within J.P Morgan’s Wealth Management Portfolio Solutions and Research Support team.  The team seeks to hire a high caliber Project Manager to manage global regulatory and change management programs and projects.  The role will partner closely with the global head of ESG Regulatory Change Management, focusing on the Environmental, Social, and Corporate Governance Regulatory agenda. The role will support the program management required to complete requirements, to help identify, advise and implement processes to ensure compliance with ESG-driven regulatory changes impacting the Wealth Management platform and products.    You will perform detailed analyses and define feasibility plans, coordinate delivery of results across different teams and departments, manage and report progress through project plans and other reporting tools, and drive the implementation of business solutions and change management initiatives. The size and duration of each project will vary but the objectives will focus on similar key aspects such as risk mitigation, process efficiency, technology enablement and business development.

The Wealth Management Portfolio Solutions and Research Support team supports the Solutions business across all global client channels, including the US Private Bank, International Private Bank, and US Wealth Management. 

 The role requires the ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with all levels of the organization.  The qualified candidate will drive strategic implementation and program governance.

 Responsibilities:

Assist with all aspects of program/project management to deliver sustainable investing regulatory compliance across the J.P. Morgan Wealth Management platform. They will support:

All activities of the program lifecycle Partnering with colleagues that are engaged with sustainable investing regulations across the firm, in product development, marketing, operations, technology and control functions Client experience and managing the risk of the organization Financial planning, capacity planning, strategy, structure, budget, metrics and resource allocation for the program teams Strategic and tactical improvements to operating model, process, staffing and technology enhancement related to the program Regulatory requirements, external and internal audits Senior business and senior Operations leadership communications

 Experience:

Relevant prior experience managing global, large scale projects or business initiatives across lines of businesses with experience facing all functions, regions and senior stakeholders within the organization Innovation and change management to drive efficiencies and scale in a controlled manner Support risk and control agenda Demonstrated commitment to inclusion and fostering an open working environment. Analytical and problem solving skills; Ability to identify trends and improve processes for both the customer and the business. Ability to define business requirements for technology solutions and interface with technology partners Understanding of regulatory/legal landscape related to the investment product process; Ability to work with audit, compliance and regulatory constituencies to manage work in accordance with established procedures and relevant regulations and laws; Demonstrated accountability for work processes and the associated risks and controls; Demonstrated ability to raise issues to relevant stakeholders or management with respect to the control environment.

 Qualifications:

Relevant prior experience with hands-on regulatory change, change transformation, or project management experience in the financial industry expected Demonstrated experience managing and collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders Ability to move initiatives forward in a cross-functional and matrixed organizational model Strong team player with ability to work with teams at all levels of the organization Ability to quickly build relationships and influence colleagues, business leaders, and functional partners Strong background and proven ability to transform processes across multiple business areas; Vocal in challenging business-as-usual operating models and recommending innovative improvements Excellent analytical skills, communications and presentation skills; Confident communicator with ability to provide clear and succinct verbal and written updates for all levels of the organization Excellent judgement, risk / control mindset