Private Bank, Transformation Project Manager, Associate

JP Morgan

Location: Midlothian

Job Type: Full time


As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization is a program and project management team, focusing on defining strategy, solutions and plans to manage change initiatives impacting the Global Wealth Management Business (the Private Bank). Our Initiatives are both regulatory and/or business driven, focusing on business improvement, growth, expansion and enhanced controls. The team works cross-functionally with product specialists, client service, business management, legal, risk management, compliance, operations, technology, middle office, marketing and other stakeholders.

Job Responsibilities:

The role will focus on the development, implementation and on-going support of strategic programs that meet Business and Regulatory demands. You will perform detailed analyses and define feasibility plans, coordinate delivery of results across different teams and departments, manage and report progress through project plans and other reporting tools, and guide the implementation of business solutions and change management initiatives. The size and duration of each project will vary but the objectives will focus on similar key aspects such as risk mitigation, process efficiency, technology enablement and business development. The new team member needs to have the mindset to integrate into an internal management consulting team.

  • Guide project deliverables. Design, develop and establish key reporting standards. Consistently follow up on requests, tasks and assignments.
  • Own, deliver and execute tasks in a timely manner, manage and meet deadlines. Effectively prioritize workload and keep others informed of progress.
  • Update correctly and consistently the project reporting and documentation. Demonstrate attention to detail and consistently produce quality work.
  • Understand the project subject matter and context, including regulatory environment
  • Take initiative in proposing solutions and “thinking outside of the box”, consider impact across business. Collect information proactively and re-evaluate solutions
  • Contribute in meaningful and appropriate ways to meetings or calls. Clear, concise and confident written and oral communications. Make results of own analysis understandable, enabling others to accept and buy-in to conclusions
  • Demonstrate a commitment to acquiring new knowledge and skills; seek to continuously improve standards of work, address opportunities for development.

Required qualifications, capabilities and skills:

  • Experience in strategic and transformational change: project management, business analysis, change or consulting framework
  • Knowledge of Microsoft Office including Excel, PowerPoint, SharePoint, Visio and Project; experience in process flow analysis/mapping
  • Understanding of Agile methodology and Fintech tools
  • Demonstrable experience writing business requirement specifications and Jiras
  • Experience of requirements analysis frameworks and modelling methodologies
  • Detailed-oriented with strong organizational and prioritization skills. Ability to work independently showing initiative and problem solving, while working within a team environment
  • Excellent communication and presentation skills to effectively communicate key messages, and simplify complex business situations across all levels of seniority and functions

Preferred qualifications, capabilities and skills:

  • Experience in wealth management, asset management, digital banking, or a closely related business
  • Knowledge of the private banking business and current regulatory environment is preferred
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