JPMorgan Chase - Columbus, OH

posted 4 months ago

Full-time - Mid Level
Columbus, OH
1,001-5,000 employees
Credit Intermediation and Related Activities

About the position

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors, and Self-Directed - our digital investing platform. The combined business has approximately $600 billion in Assets Under Management and around 5,000 advisors located across 3,500 branches and 20 offices. As the Business Process Manager, you will be a part of the business operations function for the Online Investing business. This role is critical in developing a deep understanding of JPM Online Investing processes, trading for all investment products, operational controls, and regulatory matters to ensure that key operational processes are functioning properly. In this position, you will coordinate with multiple partners and key stakeholders to develop, monitor, and ensure pristine controls and operational efficiency for the Online Investing business. Your responsibilities will include monitoring and implementing processes that ensure the team is protecting the Online Investing business, executing strategic projects to position the business for sustainable long-term growth and scalability, and partnering with Service and Operations to resolve individual client-related problems. You will also use learnings from each instance to improve the overall client experience. Additionally, you will proactively identify and research issues, escalating them to appropriate channels, and develop relationships with partner teams, including legal, risk, controls, compliance, risk, and supervision by acting as a Subject Matter Expert (SME) on behalf of the business. Identifying trends and potential control gaps will be essential, and you will work to resolve these issues effectively.

Responsibilities

  • Monitor and implement processes that ensure the team is protecting the Online Investing business.
  • Execute strategic projects to position the business for sustainable long-term growth and scalability.
  • Partner with Service and Operations to resolve individual client-related problems and use learnings from each instance to improve overall client experience.
  • Proactively identify and research issues and escalate to appropriate channels.
  • Develop relationships with partner teams, including legal, risk, controls, compliance, risk, and supervision by acting as a SME on behalf of the business.
  • Proactively identify trends and potential control gaps and work to resolve them.

Requirements

  • At least 7 years of experience in Wealth Management, Operations or Process Improvement.
  • Strong operational background.
  • Excellent attention to detail with strong communication skills (written and verbal).
  • Strong project management skills and interpersonal skills.
  • Excellent quantitative and analytical problem-solving skills.
  • Series 7 License required.
  • Bachelor's Degree or higher.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service