Apply Now    

AM- Digital Wealth Management- Global Business Tranformation, VP

Job Description

AM – Digital Wealth Management – Global Business Transformation - VP



J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and retail clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.4 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2015)

Global Wealth Management

J.P. Morgan offers expertise across wealth management disciplines to help clients advance towards their goals. By consistently keeping our clients informed, focusing on risk-adjusted returns and rapidly adjusting to tactical opportunities and risks, we stand by our clients through market cycles. J.P. Morgan's wealth management solutions are provided through the Private Bank and J.P. Morgan Securities Corporation.


  • Provide an exceptional breadth and depth of wealth management solutions including investing, wealth structuring, capital advisory, philanthropy and banking
  • More than a century of experience helping the world's wealthiest individuals and their families grow, manage and sustain their wealth to ultimately leave a lasting legacy


Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities Inc., member FINRA, NYSE and SIPC. J.P. Morgan Securities Inc. is an affiliate of JPMorgan Chase Bank, N.A.  J.P. Morgan's Private Bank is the marketing name for the private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.


Global Wealth Management (GWM) is committed to delivering a differentiated client experience through a digitally enabled platform. In strong partnership with multiple groups (e.g., Front Office, Product, Marketing, Operations and Technology), the Global Business Transformation Teams’ (GBT) primary responsibility is to lead digital business transformation initiatives that drive GWM’s growth and innovation agenda.  GBT initiatives improve the client onboarding and service experience and enhance our digital channels. The GBT team:  

  • supports the translation of the digital client experience strategy into tangible solutions
  • defines detailed processes, organizational structure and relevant roles and responsibilities required to implement changes
  • manages the transition from current to future state

Members of the GBT 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 GBT team is expected to provide broad insights and thought leadership around various business initiatives.


Key responsibilities include:

  • Delivery of major GBT 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

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

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

·         Experience with digital project execution and management

  • Demonstrated ability to lead workstreams

  • Client experience and marketing experience preferred

Req #: 160047556
Location: New York, NY US
Job Category: Asset Management
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.