Trust & Estates Middle Office — Project Manager
JPMorgan Chase - Newark, DE

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Job Description

Trust & Estates Middle Office - Project Manager

Private Bank and Global Wealth Management support JPMorgan Asset Management, the world's premier service provider for ultra-high-net-worth individuals. Our goal is to help affluent individuals across the globe optimize their wealth, after taxes and across generations. The business prides itself on delivering creative, customized solutions to clients in a way that is tailored to their individual needs.

As a Project Manager within Trust & Estates Middle Office, you will support the Trust & Estates Practice and Middle Office teams by leading projects and tool support for various initiatives. The candidate may lead multiple projects or initiatives across various geographic locations. Projects will involve participants from and have impact on functions across multiple lines of businesses. Project work typically has a substantial impact on the corporation/LOB and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement or other priorities as defined by management. Ad hoc requests in addition to scheduled activities are likely.

Key Responsibilities:
Planning and executing small-to-medium scale projects or business initiatives independently.

Organize discreet work efforts and provide overall project or program tracking.

Communicate to senior management and other key stakeholders.

Partner closely with the hiring manager to manage business/client project deliverable expectations.

Provide feedback on project status, offering constructive options to ensure project tracks to original expectations.

Direct activities, monitor details, and set priorities.

Review root cause analysis and implement best practices.

Communicate and facilitate management decisions at the earliest possible time.

Function as an escalation point to keep all parties aware of overall project impacts.

Project activity and schedule may require weekend work from time-to-time.

Lead status meetings at the operational and project level.

Develop agenda's and presentation decks for status meetings

Specific project activity may include:
Documenting current and future state operating models

Documenting policies and procedures

Developing and delivering client and/or internal communications

Researching and clarifying business requirements so technology can deliver appropriate technical solutions.

Planning and coordinating UAT and regression testing for key applications

Metrics reporting and status tracking

Candidate must be able to juggle multiple projects simultaneously, handle changing priorities, and work independently in a fast paced environment.


Bachelor's degree or equivalent work experience

Highly motivated, results-oriented, client -focused

Strong leadership, interpersonal, & relationship management skills

Strong network delegation and follow-up skills

Ability to synthesize information to reach logical conclusions & present findings

Ability to evaluate & improve processes; Excellent documentation skills

Strong verbal & written communication skills

Strong systems, operational, and control analysis skills

Demonstrated intermediate level proficiency with MS Excel, Word, PowerPoint

High degree of initiative, self direction, and ability to work independently

Ability to work well in a team environment

2-5 years project management and/or senior business analyst experience

Strong issue resolution/and problem solving abilities

Ability to be flexible, follow tight deadlines, organize and prioritize work

Effective presentation skills

Familiarity with Private Banking and/or Trust & Estates business is a plu


JP Morgan Chase offers an exceptional benefits program and a highly competitive compensation package. JP Morgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V



Primary Location

US-DE-Newark-CC - Ops 3 / 00768


Asset & Wealth Management



Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

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