ConnectWealth - Strategic Execution Lead, Vice President
Listed on 2026-07-27
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Finance & Banking
Job Description
J.P. Morgan Wealth Management is seeking a Vice President, Strategic Execution Lead to drive execution of Connect Wealth, a flagship transformation focused on modernizing investment platforms, enhancing advisor experience, and enabling the next generation of wealth management capabilities.
Job Description
J.P. Morgan Wealth Management is seeking a Vice President, Strategic Execution Lead to drive execution of Connect Wealth, a flagship transformation focused on modernizing investment platforms, enhancing advisor experience, and enabling the next generation of wealth management capabilities.
As a Vice President, Strategic Execution Lead for Connect Wealth, you will sit at the intersection of Investments, Product, Technology, and Operations and is responsible for translating strategy into measurable business outcomes. Acting as the central execution leader, the successful candidate will drive alignment across stakeholders, manage critical dependencies, accelerate decision-making, and ensure delivery of an integrated transformation roadmap.
This is a highly visible leadership role offering the opportunity to shape how Wealth Management delivers strategic change through technology modernization, AI-enabled productivity, and cross-functional collaboration.
Job Responsibilities
- Lead execution of a complex, multi-year transformation that spans cross lines of business and functions.
- Translate strategic priorities into clear execution plans, measurable outcomes, and delivery commitments.
- Drive accountability and execution discipline across a diverse set of stakeholders and teams.
- Serve as the connective tissue across Investments, Product, Technology, and Operations.
- Lead resolution of cross-functional dependencies, risks, trade-offs, and competing priorities.
- Build alignment and momentum across teams to accelerate decision-making and execution.
- Create C-suite-ready materials for executive reporting, leadership offsites, steering committees, and strategic updates.
- Translate complex program execution, risks, dependencies, and trade-offs into clear, decision-ready narratives.
- Develop polished, data-driven materials that highlight business impact, key outcomes, decisions, and required leadership actions.
- Ensure executive communications are concise, visually compelling, and focused on driving alignment and results.
- Partner with Investments and Product leaders to ensure platform capabilities support investment strategies, investment workflows, and managed account solutions.
- Apply knowledge of wealth management operating models and investment lifecycle processes to inform execution decisions and roadmap priorities.
- Champion AI-enabled ways of working to improve planning, reporting, analysis, governance, and decision-making.
- Drive adoption of AI and automation to increase productivity, improve transparency, and reduce execution friction.
- Partner with Product, Technology, Legal, Risk, Compliance and Control teams to incorporate AI considerations into platform strategy, delivery, and operating models.
- Influence and lead cross-functional teams in a complex, matrixed environment.
- Foster a culture of accountability, continuous improvement, transparency, and execution excellence.
- Represent the program in executive governance and leadership forums.
Required Qualifications , Capabilities And Skills
- 10+ years leading strategic initiatives, transformations, or complex cross-functional programs.
- Experience with in wealth management, investments, managed accounts, or investment platform delivery.
- Proven track record delivering large-scale business and technology transformations.
- Expertise in strategic execution, dependency management, organizational alignment, and executive governance.
- Demonstrated AI fluency and practical application of AI to improve productivity, decision-making, and business outcomes.
- Exceptional executive communication and presentation skills, including development of C-suite presentations, leadership offsite materials, and strategic narratives.
- Software Development Lifecycle (SDLC) and business-to-technology delivery.
JPMorgan
Chase, 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,…
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