The Wealth Management - Senior Associate Program Coordinator will have the following as a Scope of Role and Complexity. As part of a team, individual will participate in the development of design, have deep involvement in program structure, product development, and manage a book of work and service center tasks, timelines, risks, etc.As the Program Coordinator II you will possess strengths in project management, problem resolution, effective communication, product knowledge, and brokerage operations. The position requires flexibility and the ability to quickly adapt within a dynamic environment. Must be a highly energetic self-starter with a relentless focus on executionAs part of the Program Coordination team, this individual will be responsible for the following:
Program Coordination - Design, deep involvement in program structure, product development, managing a book of work and service center tasks, timelines, risks, etc
Delivery of major service center initiatives in partnership with the Front Office, Product, Marketing, Legal, Risk, Compliance, Operations and Technology
The Program Coordination team will be brought into the various work streams and working sessions to capture and document our deliverables.
The Program Coordination team will be responsible to have a consistent approach to track the deliverables, timelines, status, risks, issues, etc
The Program Coordination team will be involved in all facets of the effort including but not limited to product/experience design, supporting business cases, UAT testing, partnering with WMA, training and communication to build out the necessary resources for the organization.
The Program Coordination team will be responsible to report out on program status to the Service Center leadership team and the Business Readiness team. This will include progress, key decisions, changes and escalations.
The Program Coordination team is responsible to make sure the interests of the service center teams are built into each effort and when things get cut, create awareness and accounting for the items we did not get in the delivery/release.
Job Responsibilities:
Define and analyze problem statements and translate into tangible solutions
Develop detailed operating model for business changes
Leverage understanding of client and advisor wealth management processes (front and back office)
Analyze and prioritize alternative solutions to drive results
Influence a cross functional, diverse environment to change status quo
Forge relationships and build a network throughout the firm
Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
Required qualifications, capabilities, and skills
3-5 years work experience
Strong analytical skill to be able to assess and clearly articulate complex ideas and possess creativity
Strong interpersonal, communication, listening, and writing skills. Candidate must be comfortable speaking in front of groups and leading discussions/presenting
Ability to work independently, set priorities and deliver results (under tight time frames and pressure)
Action oriented with a focus on results and an innovative mindset
Ability to work well on a global integrated team
Ability to effectively communicate with all levels of personnel within Wealth Management
Proficiency with Excel, PowerPoint
Preferred qualifications, capabilities, and skills
Series 7 and Series 63 or 66 strongly preferred
Highly motivated, proactive and self-starter
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.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, discretionary incentive compensation which may be awarded in recognition of 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.Equal Opportunity Employer/Disability/Veterans
