JPMorgan Chase Wealth Management | U.S. Private Bank | Client Service - Transformation Program - Executive Director in New York, New York

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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 is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.

Global Wealth Management (GWM) is committed to delivering a first class client service experience through a world class technology platform. In strong partnership with multiple groups (e.g., Front Office, Product, Marketing, Operations and Technology), the Transformation Teams’ (TT) primary responsibility is to lead business transformation initiatives that drive forward the Client Service growth and innovation agenda. The TT team:

  • Defines detailed processes, technology requirements, organizational structure and relevant roles and responsibilities required to implement changes

  • manages the transition from current to future state including driving employee readiness activities

Members of the TT team possess strengths in project management, problem resolution, effective communication, product knowledge, and marketing. The position requires flexibility and the ability to quickly adapt within a dynamic environment. Additionally, the TT team is expected to provide broad insights and thought leadership around various business initiatives.

Key responsibilities include:

  • Delivery of major TT initiatives in partnership with the Front Office, Product, Marketing, Operations and Technology

  • Identification of weaknesses, gaps and opportunities for improvement (and report findings in a simple, compelling way)

  • Identification of improvements across all aspects of operating model (e.g., organizational structures, process efficiencies and technology enhancements)

  • Leading highly skilled teams through project lifecycles by leveraging approaches in process re-engineering, organizational design, program and change management

  • Coordination across other in-flight programs

  • Implementation of approved recommendations

  • Monitoring of implemented changes to ensure the sustainable adoption of new models


Must be a highly energetic self-starter with a relentless focus on execution and exhibit the ability to:

  • Define and analyze problem statements and translate into tangible solutions

  • Develop detailed operating model for business changes

  • Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation

  • Analysis and prioritization of alternative solutions to drive results

  • Influence senior leaders in a cross functional, diverse environment to change status quo

  • Create and deliver compelling presentations for senior leadership

  • 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


  • MBA (or equivalent) strongly preferred

  • 10+ years of experience in strategic consulting, management consulting, project management, process improvement

  • Financial services/business consultancy background, preferably in Wealth Management

  • Demonstrated ability to lead workstreams

  • Client experience and marketing experience preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.