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As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization.

Job Responsibilities

+ Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program

+ Organize and execute operational process changes, including annual reviews and change management

+ Ensure compliance with change management processes and firm guidelines

+ Evaluate data needs and technology opportunities to create effective management information systems

+ Develop and communicate program updates to internal forums, business partners, and senior management

+ Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives

+ Support compliance testing, audits, and risk assessments for the E-Comm Review Program

+ Coordinate recruiting, onboarding, and staffing for program capacity projections

+ Lead new hire training and ongoing development for E-Comm Review Program employees and partners

+ Partner with Technology to communicate business needs and track project progress

+ Define project objectives, success metrics, and oversee execution of deliverables

Required Qualifications, Capabilities, and Skills

+ 7 years of experience in the securities or investment industry

+ Strong technical acumen and understanding of the technology development lifecycle

+ Proven project management experience, including leading teams through full project lifecycles

+ In-depth analytical skills and ability to make data-driven decisions

+ Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income)

+ Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC)

+ Excellent communication skills, both oral and written

+ Ability to manage multiple projects of varying size and complexity

+ Demonstrated initiative and achievement of challenging goals

+ Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint

+ Bachelor's degree or significant equivalent experience in a related securities industry position

Preferred Qualifications, Capabilities, and Skills

+ Experience with Agile and/or Jira

+ Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau)

+ Business and technology consulting experience

+ Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license)

+ Experience in process design, technology development, and business readiness

+ Experience influencing and aligning cross-functional stakeholders

+ Openness to developmental feedback and a collaborative work environment

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. 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.

Equal Opportunity Employer/Disability/Veterans