AWM - Wealth Management Operations - Change Mobilization - Business Process And Decision Management – Associate

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.

Our Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Our Wealth Management division helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. Using the latest technology and the resources of the entire firm, Wealth Management directly serves clients through the J.P. Morgan Private Bank globally and J.P. Morgan Securities in the US.

About the AWM Change Mobilization:

The AWM Ops Change Mobilization team partners with Operations, Technology and Business leadership to take the best of what we do, within and across LOBs, and drive deliberate cross-pollination across AWM Operations teams, promoting global process consistency and standards. We focus on evolving the organization’s capabilities to move from lower to higher-value added tasks, and creating agile processes, teams and infrastructure that enable differentiated client experiences and outcomes. We follow a hypothesis-driven, data-informed approach to identify opportunities and employ co-design principles to create effective, scalable, well controlled solutions. Those solutions seek to differentially equip our people and support their development as Operations professionals of the future. We serve the broader organization and maintain a service-oriented attitude in all that we do.

Summary and Responsibilities of Role:

Business Process and Decision Management (BPDM) COE is focused on establishing and rolling out process and decision modelling and automation capabilities for Asset and Wealth Management. In addition to establishing these capabilities, the COE also drives value through implementation of high value initiatives that focus on the automation of business processes and decisions. As we scale up the capability within AWM Ops, we are looking for a delivery specialist who will be responsible for:

• Process Modeling – Strong exposure to Process Modeling suites with BPMN integration like ARIS, Signavio, Appian etc. Expertise required in modeling business or enterprise architecture, process decomposition strategies with a L0-L5 approach
• Decision Management – Strong orientation on business rules architecture, rules engineering, exposure to rules engines in Banking and Capital markets. Added edge if the incumbent possesses knowledge of DMN notations, tools like Sapience TDM, Signavio BDM, OpenRules etc.
• Stakeholder and Partner Relationship: Serving as a go-to trusted business partner primarily for the BPDM leadership as well as a single threaded owner leading a few business priorities
• Program Management: Driving strategy, alignment and prioritization across the BPDM discipline, identifying and structuring high priority programs by working with various stakeholders , managing communications, overseeing milestones, timelines and leading cross-functional groups to synthesize feedback and deliver on objectives. Establishing a regular cadence with the BPDM teams to track, communicate and drive towards set program goals and KPIs.

• Organizational Planning: Collaborating with the BPDM leadership in the annual business planning, headcount management, key organizational metrics and other operational projects.

Key responsibilities include:

• Providing oversight and coordination on projects by, extending support to the practice leads
• Engaging senior stakeholders and reporting on the state and performance of the initiatives
• Acting as a single point of contact for management, highlighting the state, performance, issues arising from all the initiatives
• Driving day-to-day business management activities, such as budget and onsite planning, tracking and reporting on team OKRs / KPIs, coordination and execution of governance meetings, team meetings and events to supporting ad-hoc projects and leading own priority themes
• Performing regular health checks of the initiatives and projects within JIRA to ensure data completeness and accuracy
• Collaborating with the practice leads to manage the overall portfolio, including milestone planning, resource allocation and associated reporting
• Partnering with business stakeholders to lead reviews of significant initiatives, projects and programs using surveys and interviews to foster a spirit of continuous improvement
• Developing a variety of transformation-related communications aligned to the priorities and strategic goals of our function incl. newsletters, success story articles, a variety of engagement formats and ad-hoc comms for senior management

Minimum Qualifications:

• 5+ years of combined years of experience in IT and/or the financial services banking industry
• 3 – 5 years of diverse roles and increasing responsibility across projects and programs
• Experience in Change Management and managing agile projects and groups
• Experience managing digital transformation and customer experience initiatives
• Experience in process improvement and process re-engineering frameworks like Lean, Six Sigma. Yellow Belt or higher is a plus

• Looking to get Placed? Try our Placement Guarantee Plan

  Get Hired
  Ability to hold and independently drive stakeholder and working group conversations on projects
• Technical background in workflow automation, application development is recommended, however, not mandatory
• Consulting or working experience within capital markets and financial services domain will be a plus
• Must be willing to learn process, decision management and other process engineering tools and methods, which will enable better oversight and management of the initiatives

Personal Attributes

• Results-oriented and assertive with a practical, hands on and delivery-focused personality
• Flexible and able to respond quickly to urgent requests and ability to prioritize tasks effectively
• Ability to creatively solve problems, evaluate new ideas and challenge the status quo
• A great team player and strong collaborator across functions and teams
• Good communication skills, comfortable interacting with colleagues at all levels and cross-countries
• Contribute to ongoing improvement of processes and methods followed within the organization
• Motivated to delivery high-quality work to drive business outcomes
• Ability to work well in a fast-growing environment with the ability to deliver on time
• Strong expertise to handle multiple demands with a sense of urgency and drive
• Highly structured mindset coupled with strong problem solving and analytical aptitude
• Exceptional interpersonal and collaboration skills withing a team environment