At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Senior Associate on the Chase Wealth Management (CWM) Project Management Team, you will support the management of business processes associated with the various products offered by CWM. You will assist in regulatory compliance and audit matters for the business and contribute to transformation and enhancements as necessary. You will work closely with senior team members and management across the Firm to examine business practices, problem solve, and provide constructive feedback to further enhance the CWM business.

• Develop an understanding of CWM risk, control, and governance policies and processes.
• Assist in serving as a point of contact representing the CWM business for internal audits, compliance testing, and external regulatory exams.
• Collaborate with the CWM Business and key functional stakeholders to review and analyze processes and workflows to meet business or product requirements, regulatory requirements, and in response to Risk and Audit's findings and/or recommendations.
• Support partnerships with various business stakeholders including Controls, Supervisory Management, Risk, Legal, Compliance, and Product Teams to remediate branch exam and audit findings.
• Conduct root cause analysis to identify solutions and best practices to support quality of work product in alignment with best practices, procedures, and guidance.
• Assist in regulatory compliance, control, and risk assessments, including audit matters for CWM.
• Participate in various governance forums; assist in preparing and communicating changes impacting CWM to the field and leadership as necessary.
• Coordinate with various working groups to fulfill CWM requirements and action plans as needed.
• Create and deliver presentation decks to effectively communicate project updates, findings, and recommendations to the team, management, and other stakeholders.
• Provide regular reporting on project updates, which may include oral presentations or detailed written reports, to keep stakeholders informed of progress and developments.

• 3+ years of experience in wealth management, risk and controls, compliance, or audit.
• Ability to understand and analyze business processes, products, and initiatives to identify risks, improve processes, and develop solutions.
• Strong critical thinking, intellectual curiosity, process review, analytical, and communication skills, including the ability to propose recommendations (verbally and in writing).
• Proficiency in creating and delivering professional presentation decks using tools such as PowerPoint.
• Excellent verbal and written communication skills for effective reporting and presentation of project updates.
• Highly organized and responsive, with the ability to adapt to a busy and unpredictable environment.
• Ownership mindset - takes responsibility for outcomes; pays close attention to detail and deadlines.
• Strong partnership and people skills, ability to work with cross-functional teams at various levels of the organization.
• Proven track record of supporting high-profile priorities and risk/control-oriented projects in a fast-paced, fluid environment with multiple stakeholders.
• Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines.

• Knowledge of the Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organization structure, and performance metrics preferred.