Asset and Wealth Management - Platform Modernization Program Senior Associate

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?

As an Asset and Wealth Management - Platform Modernization Program Senior Associate within the PMOD Program team, you will be working in conjunction with our internal partners including Client Service, Advisors, Operations, Technology, Product, Business Management, Legal, Risk and Compliance. You will have the opportunity to utilize your project management experience in operations area (back or middle office) to take on new challenges in a growing, fast-paced and ever-changing environment. Your expertise in Asset servicing and corporate actions management cross products will be crucial in implementing/integrating a core banking system. This role provides an opportunity to foster a culture of continuous improvement, engage with key stakeholders, and promote strategic change management.

• Collaborate with stakeholders to gather and analyze business requirements, ensuring that the new Target Operating Model aligns with organizational goals and addresses current process challenges.
• Engage with key stakeholders, including Core Delivery Leads (CDLs), Operations, and Technology teams.
• Work closely with business analysts and product owners to refine and prioritize user stories, ensuring they accurately reflect business needs and are ready for development.
• Develop a comprehensive test plan that outlines testing strategies, objectives, and timelines. Coordinate testing activities across teams to ensure thorough validation of the new processes and systems.
• Track and manage defects identified during testing, working with development and operations teams to prioritize and resolve issues in a timely manner.
• Develop and implement change management strategies to facilitate the transition to the new Target Operating Model. This includes organizing training sessions and creating user documentation to support end-users.
• Establish key performance indicators (KPIs) to measure the success of the new processes and systems. Monitor performance post-implementation to ensure objectives are met and identify areas for improvement.
• Foster a culture of continuous improvement by encouraging feedback from stakeholders and identifying opportunities to enhance processes and systems beyond the initial implementation.
• Proactively identify potential risks and issues related to the integration of the new Target Operating Model. Develop mitigation plans and escalate critical issues to senior management as needed.
• Ensure adherence to project governance frameworks and provide regular status updates to senior management and stakeholders, highlighting progress, risks, and any deviations from the plan.

• Understand all relevant trading products (Equities, Bond, Foreign Exchange and Listed Option)
• Knowledge of the front to back Operations process (including the key elements such as confirmations, settlements, regulatory reporting) and facilitate issue resolution across teams.
• Understand the key elements of other infrastructure groups (i.e. Finance, Market risk, Credit risk, Operational risk, Legal, Collateral etc.) and recognize the impact of the actions of the Trade support team on these areas
• Proven track record of effective leadership relative to Strategic change management and process re-engineering including Technology driven projects.
• Strong ability to build relationships with and influence colleagues, business leaders and functional partners.
• Strong industry experience with understanding of standards implemented in industry and well networked with industry peers.
• Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions; collaborate effectively with Operations Leaders and their respective organizations, and key partners across JPMorgan's Wealth Management businesses, Technology and Business colleagues to drive issue resolution and maintain smooth operations.
• Drives critical thinking and proactively seeks out best practices, anticipates clients' future needs and collaborates on ideas with others. Understands clients' needs and impact on relationship across J.P. Morgan entities.
• Be a highly motivated individual with strong people management skills, problem solving and transformation, excellent interpersonal and communication skills.
• Bachelor's Degree holder

• Graduate Degree: MBA or other post graduate degree is a plus.
• Knowledge of various automation tools & AI/ML understanding will be an added advantage.
• At least 8-10 years of experience in Financial Services, Operations or management in Investment Banking Wealth Management. Securities Operations experience is preferred.