JPMorgan Chase Wealth Management, Team Manager - Account Transition Funding, Associate in Newark, Delaware

About JP Morgan Asset & Wealth Management

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.

Position Summary

The Account Transition Funding Manager will be required to directly manage team members responsible for facilitating the transfer of new client accounts from external institutions, providing workflow management and oversight of control activities. The manager will need to work effectively with operations groups, client facing teams and external business partners to achieve rapid resolution on escalated and sensitive issues. Additionally, the manager is required to actively participate in industry-wide working groups to ensure that JPMorgan’s Private Bank is keeping pace with industry trends and enhancements to provide cutting edge client service.


  • Serve as the primary point of escalation for internal partners, external brokers, banks and investment firms on asset transfer activities

  • Monitor controls to mitigate risks related to client account funding

  • Enforce policies and procedures, producing and monitoring metrics

  • Manage daily staff activities, ensuring timely and accurate completion of all requests

  • Provide ongoing feedback and development for staff members

  • Identify issues, make recommendations, and implement improvements to processes

  • Maintain a network of internal and external contacts to improve the efficiency of the client account transfer process

  • Engage with industry working groups to identify upcoming changes (technology or processes) and work with internal Operations and Business leaders to implement enhancements on pace with industry leaders

  • Participate in business and technology projects impacting the team, which includes UAT and regression testing

  • Provide reporting on day-to-day activities and project updates to Senior Management


  • 3+ years of relevant experience

  • Excellent communication skills (verbal and written)

  • Strong client and control focus

  • Ability to effectively organize, prioritize and execute multiple tasks simultaneously through collaboration and effective staff management

  • Working knowledge of the various security types supported by the team: equities, fixed income, mutual funds and alternative investments

  • Strong analytical and problem solving skills

  • Ability to develop strong relationships with internal partners and external firms

  • Ability to make strategic decision/recommendations for process improvements

  • Resiliency and adaptability to perform in a fast paced environment

  • Competency in utilizing Microsoft Applications for data analysis and presentation

  • Experience in risk management, metrics management, business management or other roles with coordination responsibilities across a diverse set of stakeholders

  • Operations Experience (Preferred)

  • Series 99 or obtained within 120 days of start date

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.