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Location: New York , NY, US
Job Category: Project Management
The Head of Advisor Desktop Executive Director will lead the Chase Wealth Management (CWM) Product team while staying closely aligned to broader Wealth Management strategic direction and objectives to ensure clear alignment and integration. The ED will actively manage a product team to identify, deliver, and influence across a matrixed environment to identify and deliver initiatives in partnership with colleagues throughout the organization.
Key Responsibilities include, but are not limited to:
Overview of our team:
The Chase Wealth Management Advisor Desktop Transformation team partners with various Consumer Bank, Global Technology, and Wealth Management functions, Business and Technology leadership to lead our Advisor Desktop roadmap and priorities. Our focus is in evolving our Advisor Desktop capabilities while integrating with reusable cross Wealth Management capabilities.
The Advisor Desktop team is responsible for scope, requirements, strategy, execution and ongoing support for Chase Wealth Management (CWM) hardware and software changes. This includes, but is not limited to the following:
Software/Application changes : defining business needs and aligning with cross impacting Consumer Bank and Wealth Management initiatives to ensure CWM Advisor experience is optimal.
Pilot and Rollout : Change management, including removing access to legacy application functionality while deploying new/enhanced functionality.
Hardware/Infrastructure : Aligning plans across all hardware and peripheral devices to ensure a seamless experience for CWM Field Personnel. This includes Virtual Desktops, Monitors, Mouse, Keyboards, Browsers, Laptops, Mobile Device Strategy, Secure Printing/Scanning, and more.
Integration with Field Implementation activities: Partner with training, marketing, communications, policies and procedures team to ensure seamless pilot and rollout, including platform adoption. Includes feedback management and troubleshooting/ solving issues end to end.
Provide clear communication on deliverables,issues, and risks through the execution lifecycle to facilitate transparency.
Effectively communicate key messages to allstakeholders, acting as a trusted partner and ensuring continuous improvement.
Ownership of issues, state clear direction, and exercisejudgement prioritization of initiatives
Identify and syndicate impact on Chase WealthManagement of cross LOB and enterprise initiatives
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