JPMorgan Chase Wealth Management, Client Information - Operations Manager, VP in Newark, Delaware
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Client Data Management & Reporting Team is made up of highly dedicated individuals who are responsible for the production of client statements and other mailings, document management, and updating and remediation of client account data and hierarchies for Private Banking Client accounts and relationships. The team interacts with a variety of internal groups including, but not limited to the Account Initiation Group (AIG), SDI Middle Office, Client Services and several front office partners within the firm.
Lead and develop a team, including effective oversight and motivation of the team in India.
Effective delegation and disciplined coaching and talent management practices
Daily Oversight of key risk processes; CSA, Business Resiliency, Client Confidentiality, Escalation, Procedure Governance, and Access Management. Ensure early warning metrics and compliance with various regulations
Drive process re-engineering to identify opportunities and deliver improved quality, productivity and control.
Execute automation initiatives to improve quality and productivity. Partner with business, operations and technology colleagues for timely delivery of projects within scope, budget and time. Lead defect and issue resolution during QA and UAT testing cycles.
Lead data analytics and remediation initiatives
Represent Operations as subject matter expert on cross-functional operational initiatives, effectively communicating the status and issues to interested parties
Assess and escalate sensitive client issues, preform root cause analysis and develop tactical and strategic preventive measures
Demonstrated ability to successfully lead and develop individuals and teams
Excellent written and verbal communication skills
Interpersonal, relationship-building, negotiation and influencing skills
Demonstrated track record of process reengineering; exposure to “LEAN” a plus
Strong Client focus and sense of urgency. Self-directed and motivated
Results oriented – execute tasks and initiatives effectively and efficiently
Intellectual curiosity, questions the status quo and thinks strategically
Strong attention to detail and ability to work independently
Analytic and problem resolution abilities
Project execution capabilities
Proficient in Microsoft tools – Excel (Pivot Tables, Advanced Formulas, and Conditional Formatting) and Access (Develop queries using SQL or Query Design) skills required
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.