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Company Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
Company Asset & Wealth Management, 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.
Wealth Management Client Reporting is currently seeking a qualified candidate to fill an open Vice President Senior Project Manager role. The team is responsible for executing the Strategic Product Marketing Initiative in partnership with the Front Office, Chief Data Office, Legal, Compliance and other stakeholder groups. The goal of the project is to overhaul the fact sheet production and distribution to improve accessibility, accuracy, timeliness, scalability, and to establish the product marketing foundation. Key deliverables include: end to end technology architecture with centralized authoritative data, disclosures with an automated workflow, digital product finder, and central data repository for 6 product groupings. The technology solution includes in house developed technology and vendor developed technology.
Lead monthly steering council meetings with key stakeholders in Technology, Marketing, Chief Data Office, Legal & Compliance, Investor Relations, and the vendor
Develop knowledge of the end to end process for Fact Sheet Generation
Lead overall day to day project execution for all work streams
Oversee a team of three project managers / business analysts ensuring creation of effective users stories including robust acceptance criteria using business driven development
Manage stakeholder communications through contributions to working groups and steering councils
Conduct roadmap review sessions to regularly review, and adjust the product roadmap involving the delivery team
Identify and actively manage key risks and issues
Participate in the annual demand planning / budgeting efforts
Develop clear documentation of scope, requirements (user stories), workflows, wire-frames, and other materials as needed to support design and development.
Manage the product backlog including grooming to incorporate new insights and decisions made during product backlog / grooming sessions
This position will have frequent communication with our front office, as well as internal and external service providers.
Establish and maintain strong controls practices and support external evaluations
The selected individual may be asked to assist with other tasks / projects at management discretion
8 or more years project / product management experience – experience building a brand new application preferable
Experience creating multi-year product road maps
Proficiency in design thinking and agile methodologies
Excellent written and oral communication skills
Team player with excellent organization and project management skills
Experience working in agile project methodology including writing user stories
Adapts to a rapidly changing business and technical environment
Strong attention to detail and ability to work independently
Advanced computer skills: MS Office Suite (PowerPoint, Excel, and SharePoint)
Strong analytical and problem solving ability - ability to analyze complex problems / scenarios, identify root cause and determine remediation steps
Detail oriented and willing to dig into the details to understand current state and document user stories
Forward-looking and creative thinker
Ability to build collaborate relationships with peers and colleagues across business and technology
Strong control mindset and ability to control and enhance processes
Strong work ethic
Strong resilience when working in high pressure, deadline oriented environment
Demonstrated ability to manage to tight delivery timelines and calmness under pressure
Knowledge of Private Banking, CPI, OMNI, and/or Workstation are a plus
Series 99 Certification or equivalent required within 120 days of hire
College degree or equivalent work experience required
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