Job Description The ConnectWealth Program and Change Management Lead will play a pivotal role in driving the execution of our flagship ConnectWealth program-a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. This pivotal role combines strategic change leadership with hands-on execution, driving organizational readiness and sustainable adoption across our wealth management transformation. In this high-impact position, you will oversee program management and change initiatives for a specific line of business, ensuring seamless delivery of platform enhancements and effective advisor engagement. Your leadership will be critical in managing change, fostering advisor adoption, and ensuring the technology transformation delivers measurable value throughout the organization. This is a unique opportunity to lead meaningful change, support thousands of advisors and their clients, and guide one of the industry's most significant technology advancements through every stage of engagement and adoption.
Key Responsibilities: Change Strategy & Leadership - Design and execute comprehensive change management strategy across all phases of ConnectWealth transformation
- Develop adoption frameworks aligned with business objectives and advisor readiness levels
- Lead organizational impact assessments identifying change implications across stakeholder groups
Strategic Leadership & Advisor Engagement - Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.
- Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.
- Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.
Program Management & Delivery - Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.
- Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.
- Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.
Stakeholder Communication & Alignment - Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.
- Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.
- Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.
Data-Driven Insights & Continuous Improvement - Drive data-driven decision making through robust metrics, KPIs, and program analytics.
- Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.
- Partner with business and technology leaders to align transformation initiatives with strategic business objectives.
Required Qualifications: - Bachelor's degree required
- Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management
- Demonstrated success driving advisor engagement and adoption initiatives
- 6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context
- Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management
- Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)
- Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making
- Highly influential communicator with the ability to engage and align stakeholders at all levels
- Proven ability to lead and motivate high-performing teams in a matrixed environment
- Strong business acumen and understanding of wealth management products, operations, and technology
Preferred Qualifications: - Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)
- Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification
- Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services
- Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment
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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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.
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