Description

Role Overview:

The Client Reporting organization manages the production of over 700,000 client deliverables annually, spanning recurring marketing, client, and regulatory-driven reporting across all client channels and asset classes. The organization is embarking on a multi-year, global transformation to implement a new Target State, including the deployment of a new vendor reporting platform, optimization of data management, template enhancements, operating model convergence, and the decommissioning of legacy systems.

The Program Director will lead this strategic initiative, reporting to the Head of Client Reporting. The role will directly manage a team of seven (Associate to Vice President) and exercise significant influence over cross-functional teams, including, Client Reporting, Product, Technology, and external vendor partners.

Responsibilities:

• Provide end-to-end leadership for the Client Reporting Target State program, ensuring alignment with organizational strategy and business objectives.
• Establish and maintain robust program governance, including steering committee engagement, risk management, and reporting to senior leadership.
• Build and maintain strong relationships with senior stakeholders (including Operating Committee members), ensuring transparency, alignment, and effective communication throughout the program lifecycle.
• Set clear direction for workstream leads and deliverable owners, ensuring accountability, resource allocation, and timely delivery of program milestones.
• Serve as the primary interface with the vendor's Program Manager, driving successful implementation, issue resolution, and realization of program benefits.
• Collaborate with the Product Lead and Technology teams to ensure seamless integration of the new reporting platform and alignment with data management strategies.
• Lead change management efforts, including stakeholder readiness, training, and adoption strategies to ensure successful transition to the Target State.
• Oversee program budget, track financial performance, and ensure delivery of business case outcomes, including scalability, client experience, and cost efficiencies.

Desired qualifications, capabilities and skills

• Relevant experience in asset management, program management, and/or client reporting, with a strong track record of delivering complex, global transformation programs.
• Demonstrated experience managing large-scale vendor implementations, ideally involving reporting platforms (e.g., Kurtosys, Factset Vermillion or equivalent) and data management solutions (e.g., Snowflake).
• Experience leading cross-functional and matrixed teams in a global environment, with a strong track record of coaching, mentoring, and developing high-performing talent.
• High degree of organizational excellence, urgency, and results orientation.
• Proven ability to engage and influence senior stakeholders, including executive and committee-level audiences.
• Ability to deploy appropriate project management tools and methodologies (e.g., JIRA, Agile practices, Prince2/APM/PMP etc.).
• Excellent communication and presentation skills, with the ability to tailor messaging to diverse audiences.

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.