Join our Wealth Management Operations team and be at the forefront of driving digital transformation. Unlock your potential by collaborating with global business and client-facing teams to efficiently manage corporate and class actions across various markets. Make your mark by ensuring business activities are conducted efficiently, controlled, and timely.
Job Summary: As an Asset Servicing Vice President within the Wealth Management Operations team, you will collaborate with global business and client-facing teams to efficiently manage corporate and class actions across various markets. You will drive strategic projects and shape the future of Operations, ensuring business activities are conducted efficiently, controlled, and timely by understanding, reviewing, and implementing processes, systems, and procedures in a growing business with complex product offerings. This position is crucial for seamless asset servicing execution, emphasizing leadership, operational excellence, and technological innovation to enhance service delivery and drive digital transformation.
Job Responsibilities:
- Manage the day-to-day operations of the Asset Servicing team for the JP Morgan Wealth Management business, including performance management, staff development, training, operational controls, and adherence to policies and procedures.
- Handle the entire life cycle of corporate actions, ensuring accurate and timely processing to meet client and regulatory requirements.
- Oversee all aspects of class actions, from initiation to resolution, ensuring compliance and optimal outcomes for clients.
- Collaborate with Client Services, Bankers, Treasury Services, and other Operations organizations to enhance client experience.
- Drive the transformation agenda and work with global teams such as Technology and other transformation groups.
- Lead through effective communication, influence, and people management to drive results.
- Operate effectively in a high-volume, rapid-paced, deadline-oriented environment, manage KPIs to ensure quality and timeliness, and make data-driven decisions for enhanced client experience.
- Proactively manage escalations related to delivery issues, promote process improvement ideas, share best practices, manage risk, identify issues, and escalate as necessary.
- Create an effective control environment within the team, assist in developing, implementing, and periodically performing key controls, and establish effective partnerships with onshore leads/stakeholders through proactive communication, business reviews, and governance models.
Required Qualifications, Capabilities, and Skills:
- Graduate Degree.
- At least 12 years of experience in Financial Services, Operations, or management in Investment Banking Wealth Management.
- Proven track record of effective leadership relative to strategic change management and process re-engineering, including technology-driven projects.
- Strong ability to build relationships with and influence colleagues, business leaders, and functional partners.
- Strong industry experience with an understanding of standards and practices in wealth management operations.
- Highly motivated individual with strong people management skills, problem-solving, and decision-making abilities.
Preferred Qualifications, Capabilities, and Skills:
- Securities Operations experience is preferred.
- Experience with strategic change management and process re-engineering.
- Strong analytical skills with high accuracy and attention to detail.
- Excellent communication skills with an aptitude for decision-making and problem-solving.
- Experience with technology-driven projects and tools such as Alteryx, Signavio, and Tableau.
- Ability to challenge the status quo and express opinions confidently.
- MBA or other postgraduate degree is a plus.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
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What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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