Job Description

Job Description

Lead high‑impact initiatives that modernize processes and elevate client experiences—partnering across Business, Operations, Technology, Client Services, and Senior Management to turn complex needs into clear roadmaps and measurable outcomes in Asset & Wealth Management.

 

As a Senior Project Manager in Managed Accounts Middle Office, you will lead and support multiple initiatives across the full project lifecycle. You’ll partner with Business, Operations, and Technology to deliver key outcomes, researching process, configuration, and system changes. You will elicit and document requirements via interviews, workshops, analysis, and workflow reviews. You’ll synthesize inputs from diverse sources, resolve conflicts, and distinguish true needs from requests. You will also manage program coordination, including status, scorecards, and core project management functions.

 

Job responsibilities 

• Coordinate with in Operations,  Client Services , Technology, and Senior Management to build business requirements, procedures, and processes; include project planning, resource management, requirements management, process mapping/design, procedure authoring, org design, and capacity sizing.
• Analyze data by collecting, synthesizing, and translating findings into evidence-based solutions that optimize project reporting.
• Partner with business stakeholders to design, introduce, or re-engineer processes and business applications.
• Plan projects by creating detailed plans, documenting requirements, identifying issues, and drafting business and technical data/workflows.
• Facilitate meetings, support project facilitation, develop presentation materials, and deliver required reporting and metrics.

 

Required qualifications, capabilities, and skills 

• Proven ability to lead and manage complex programs or projects, delivering results across business units, typically demonstrated through 7+ years of experience.
• In-depth knowledge of Asset and Wealth Management products, services, technology, and market conventions.
• Strong understanding of the Separately Managed Account Retail business and its end-to-end ecosystem.
• Excellent communication and presentation skills across stakeholders and senior leaders.
• Familiar with agile delivery practices and tools (e.g., JIRA, Confluence).
• Intermediate-to-advanced Microsoft Office proficiency (Excel, Visio, PowerPoint).
• Strategic and data-driven thinker with the ability to understand issues and opportunities, evaluate scenarios, and shape strategy and priorities.
• Strong organizational, prioritization, detail-oriented, and interpersonal capabilities.
• End-to-end project management expertise (scoping, business case, implementation, change management).
• Proven ability to analyze and resolve project issues, elicit requirements across stakeholder groups, and thrive in a fast-paced, deadline-driven environment.

 

Preferred qualifications, capabilities, and skills 

• Demonstrated IBOR implementation experience.
• Strong understanding of custodian or sponsor operating models.
• Proven leadership of outsourced retail asset management providers and vendor relationships.

About Us

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking 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.​

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