ConnectWealth, Unified Managed Account (UMA) Program Manager, Executive Director

Posted 6 Days Ago
Be an Early Applicant
New York, NY
Hybrid
Expert/Leader
Financial Services
The Role
As Executive Director of the ConnectWealth UMA Program, you will lead strategic initiatives, manage a team, and orchestrate change across multiple systems while enhancing technology delivery in wealth management. You will collaborate with leadership and manage stakeholder relationships to drive program success and continuous improvement.
Summary Generated by Built In

Job Description
As Executive Director of the ConnectWealth UMA Program, you will provide strategic leadership for one of the industry's most significant transformations, managing a team of professionals while orchestrating change across 100+ systems and 7 Product Areas. This executive position offers an opportunity to shape the future of wealth management technology while driving initiatives that impact thousands of advisors and their clients. You'll set new standards for excellence in technology delivery while building and leading high-performing teams in a dynamic, forward-thinking environment.
Job Responsibilities:
Strategic Leadership

  • Drive program strategy and execution, including change management and innovation.
  • Build and mentor high-performing teams while managing governance and risk.


Stakeholder Management

  • Collaborate with executive leadership and steering committees to align business and technology.
  • Manage complex stakeholder relationships and influence strategic decisions.


Delivery & Risk Excellence

  • Oversee program delivery and ensure quality and compliance across integrated systems.
  • Lead risk management, governance, and continuous improvement initiatives.


Required Qualifications, Capabilities and Skills:
Executive Experience

  • Over 15 years in large scale program management with a focus on enterprise transformations and wealth management.
  • Proven leadership in developing senior teams and managing executive-level stakeholder relationships.


Leadership Competencies

  • Strong strategic vision, execution capability, and executive communication skills.
  • Excellence in people leadership, mentoring, and managing complex organizational dynamics.


Technical Skills

  • Advanced Excel and PowerPoint skills, with preferred experience in Python and JIRA.


About Us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Top Skills

Python

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
New York, NY
250,000 Employees
Hybrid Workplace

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery

JPMorganChase Teams

Team
CONTINUOUS LEARNING AND INNOVATION
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
New York, NY

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account