Apply Now    

CIB Project Manager - KYC Policy Projects - Associate - Chicago

Job Description

J.P. Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years and we keep their interests foremost in our minds at all times. This combination of product strength, intellectual capital and character sets us apart as an industry leader. J.P. Morgan is part of J.P. Morgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $2.0 trillion.


The CIB KYC Policy Interpretation and Implementation team is a key component of JPMorgan’s AML/BSA (Anti Money Laundering/Bank Secrecy Act) program ensuring compliance with the regulatory requirements of all markets in which the Firm operates. This team manages the evaluation of policy changes and new standards, identifies information needed to be implemented across CIB in both KYC Operations and the Sales organization; evaluates quality metrics and other related information; manages governance of policy interpretations and related procedure updates; develops/issues KYC direction, performs deep dives of topics and/or issues identified by policy evaluation, SME and industry forum teams and shares industry best practices.


Key Responsibilities 

This position has responsibility to assist with the coordination of a variety of project activities that support operational, compliance, governance and oversight program initiatives related to the KYC Policy Interpretation and Implementation Team within the CIB organization. This position develops timelines, milestones, calendars, and project plans (scope, impact analysis, key stakeholders, and governance), monitors project activity progress (including assigning ownership on open items and tracking them to completion), develops status reports for projects, creates metrics dashboards and ensures project documentation and deliverables are complete.  In addition, this position tracks metrics and interprets metrics for upper level management reporting.


Additional responsibility details follow:


Project Management

  • Creates metrics and maintains spreadsheets to support progress of projects
  • Maintains calendars and milestones to track action items and deliverables
  • Schedules meetings and captures meeting minutes, action items and tracks action items to completion
  • Creates workflows depicting the lifecycle of a process to ensure understanding of the baseline process and recommends improvements
  • Develops and executes projects involving people, process, and/or technology changes, including direct accountability for the successful execution of assigned projects
  • Maintains project timelines, action items, status reports and facilitates project meetings accordingly
  • Builds communication plans to ensure all impacted parties (upstream/downstream) are informed of next steps for completion
  • Identifies and escalates issues and barriers head-on and with an appropriate sense of urgency
  • Maintains a strong governance to ensure accurate and timely deliverables
  • Assists with  working groups and steering forums and ensures that information collected and provided is robust, clear and complete
  • Serves as a champion for new ideas and approaches; promotes the use of creative-thinking strategies and tools to solve problems


Client Management

  • Develops/maintains collaborative relationships with business partners and stakeholders, and ensures that project responsibilities are undertaken to meet timelines
  • Ensures stakeholder engagement and effective communication across projects
  • Drives adoption through employee readiness and control plans


Administration & Reporting

  • Manages project/program documentation and any associated deliverables / evidence
  • Creates metrics to depict current state and progress of projects
  • Tracks progress and communicates project statuses on a regular basis to all impacted parties at multiple levels within the company
  • Maintains deliverables and evidence of completed work on SharePoint
  • Recommend improvements to current process to ensure continuous improvement of team processes and practices
  • Coordinate review of new project requests made to the Programs team to ensure that they are reviewed by management team for agreement, prioritization and inclusion in the “Book of Work”

Schedule and lead meetings and ensure appropriate meeting minutes and action items are captured and followed-up on


  • 2-5+ years experience in project management in the financial services industry
  • Previous experience working on global project teams; working on large, complex projects/programs
  • Knowledge of operational processes and ability to manage action plans to resolution
  • High proficiency with MS Excel (creating pivot tables, charts, and working with formulas), SharePoint (creating forms and triggers), Visio (creating workflows), PowerPoint, and Project (creating basic plan with dependencies)
  • Knowledge and experience of the institutional/wholesale client business in financial services is a plus
  • Anti Money Laundering and Know Your Customer experience is a plus
  • Bachelor’s degree (or equivalent)


Leadership  Skills

  • Self-motivated, well-organized and detailed oriented; able to prioritize tasks and work well under pressure; able to stay abreast of changing requirements
  • A high energy level, as well as good judgment, flexibility, common sense, wisdom and insight
  • Good communication, influencing and negotiation skills with the ability to establish and communicate to all levels
  • Ethical and have the highest level of personal and professional integrity
Req #: 160034667
Location: Chicago, IL US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Join Now

Privacy Statement

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us by calling (US and Canada Only) 1-866-777-4690. Please indicate the specifics of the assistance needed.

Keep in touch

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.