Transfer Agency Project Manager - Vice President

Job Description
Step into a leadership role within our Asset Management APAC Strategic Programs team, where you'll be at the forefront of driving transformative business strategies across the region. This is your chance to lead complex, multi-year programs, collaborating with diverse stakeholders to implement innovative solutions and optimize processes. If you're passionate about making a significant impact and thrive in a dynamic environment, we invite you to bring your expertise and vision to our team.
As a Project Manager in the Asset Management APAC Strategic Programs team, you will be responsible for supporting overall planning, requirement gathering, test, and overall implementation of a key business strategy for Transfer Agency (TA) outsourcing in Taiwan (TW). You will help drive this multi-year migration program with business and technology stakeholders to implement the TA model and platform migrations to an external service provider.
Job Responsibilities

• Work with project manager to drive the migration program with accountability in overall planning and execution of requirement analysis, design, test and implementation phases. Lead and provide guidance to multiple workgroups involved in this program.
• Partner closely with local TA operations to understand current BAU models, design end-to-end target models with vendor lead the resolution of gaps identified.
• Follow through user requirements against all client segments, conduct analysis on pros/cons, challenge status quo to optimize target processes with stakeholders: including sales, client service, operations, technology, AML/KYC, finance, CAO, legal, compliance, controls, risks and external service providers, etc.
• Ensure timely communication and escalation to program executives to manage risk, issues, and priorities effectively
• Engage in various cross-functional product cabinet forums at both regional and global levels to align on implementation priorities and dependencies.
• Ensure complete traceability from requirements through to test results and defect resolution. Maintain a comprehensive project audit trail and secure key decision sign-offs to ensure full compliance with JPM's audit and compliance standards throughout the entire project execution.
• Participate in other APAC AM initiatives as determined by business priorities. Share best practices and expertise in project management methodologies and standards with fellow AM Operations team members.

Required qualifications, capabilities, and skills

• 8+ years of relevant project & business requirements management experience, minimum of 4 years of relevant TW TA local market experience.
• Proven ability and experience in implementing large strategic initiatives with significant technology & operational components, partnering with business & technology stakeholders and work effectively in a matrix organization.
• Analytical, complex problems solver with excellent written and verbal communications skills in both English and Mandarin.
• Demonstrate end-to-end understanding on TA product and operational lifecycle, with good knowledge of Investment Management product offerings in TW e.g., Mutual Funds, ETFs, etc.
• Strong sense of prioritization & ability to execute against deliverables. Able to take personal accountability for projects & issue resolution.
• Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective.
• Bachelors' degree (or equivalent) required.

Preferred qualifications, capabilities, and skills

• Be able to lead, motivate and get the very best out of a high performing team of operations professionals, locally and remotely.
• Excellent communication and negotiation skills, with the ability to achieve mutually beneficial outcomes with counterparts.
• Agile, PMP, or equivalent Project Management Qualifications and/or extensive testing and platform / implementation experience.
• Experience in operations/business modeling/automation by leveraging workflow tool & advance AI methodology.

About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.