Wealth Management, Business Process Analyst at JPMorgan Chase Bank, N.A. in Columbus, Ohio

Job Description:

This position will support the regulatory, compliance, product, and operations projects for Annuity, 529, and Life Insurance. Advisor/Client Experience process mapping, Release Oversight, KYC Common Module/Client Onboarding, Fixed Annuity Rate Management, sales partner relationship management, internal process improvement identification to execution, etc. The projects facilitated by this position are to support the Annuity, 529, and Life Insurance LOB's customer facing positions including Financial Advisors, Annuity, 529, and Life Insurance Advisor Service Center, and Operations.

Organize and lead multiple projects or single projects of great complexity. Projects may involve participation from and have impact on multiple functions in assigned line(s) of business. Project work typically has significant impact on the corporation/Line of Business (LOB). This role continuously provides leadership and guidance to other project managers and business analysts in the team including training, escalation management, resource management, quality control or other project support and review.

This role will be part of a team that drives structure and discipline around each initiative using standard project deliverables and framework, including establishing scope. Additionally, you will resolve resource/scheduling conflicts, escalate and ensure issues/decisions are resolved, manage changes to project scope, document requirements and testing status, create and manage implementation plans, lead/participate in meetings at the operational and project level. You will serve as the overall escalation point to your individual contacts and ensure all projects track as expected.

Description:

• Advisor/Client experience strategic state process mapping and presentation
• Single point of contact for sales partner relationships
• Provide leadership and coaching to other project managers and business analysts in the group; conduct project reviews, resource analysis, status tracking and reporting, escalation support, training, etc.
• Create implementation deployment plans and validation activities at time of deployment to production.
• Manage and lead projects related to new carrier onboarding, new products, product maintenance, regulatory changes, risk/controls, process and technology enhancements, and other initiatives related to annuity, insurance, offshore investment contracts, and 529 plans operations. Includes all aspects of project management: scope, requirements, testing and implementation, change control process. Ensure defect-free implementation.
• Responsible for creation and development of project plans, coordinating project status calls, delivery of periodic project status, including tracking all tasks to completion and escalation and resolution of issues or risks to the project delivery.
• Coordinate fixed annuity rate change process including communication, platform changes and intranet changes, and quality control
• Coordinate completion of project/change overview or training/reference documents shared with operations, annuity service center and other areas
• Requires constant communication with senior leadership
• Coordinate updates to forms, procedures, reference or training materials
• Provide support for system access administration, business continuity testing, monthly release UAT Testing
• May require evening and/or weekend hours
• May require occasional travel for project related meetings, new carrier onboarding, carrier due diligence meetings, etc.
• Other duties as assigned

Qualifications:

The successful candidate will be a demonstrated leader with a proactive, hands-on approach and strong operational skills:

• 3 years of relevant project management experience
• Excellent understanding of the investment process and associated market practices with the ability to think strategically about how to create business led solutions
• Product knowledge of Investment management product offerings e.g., Annuities, 529 Plans, and Life Insurance Products
• Proven ability and experience in implementing large strategic initiatives with significant technology and operational component
• Strong sense of prioritization & ability to execute against deliverables. Able to take personal accountability for projects & issue resolution
• Extensive experience driving process change and efficiencies in a growing business - strong focus on execution and delivery against objectives
• Analytic problem solver with excellent written and verbal communications skills
• Proven ability to build strong, cohesive partnerships with the business, operations, technology & other key stakeholders and work effectively in a matrix organization
• Be able to lead, motivate and get the very best out of a high performing team of operations professionals
• Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective
• Strong time management skills
• Ability to effectively handle multiple concurrent assignments

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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