Join a critical business integration, control, and governance team supporting advisor oversight, operational readiness, employee onboarding/offboarding, training adherence, account operations, client experience routines, and leadership reporting. You will maintain accurate trackers, monitor key operational and risk indicators, reconcile data, retain evidence, and escalate exceptions (including aging or unresolved items) while partnering closely with internal stakeholders. The role requires end-to-end ownership of recurring control routines, dashboard maintenance, exception tracking, and hands-on support for reporting and critical control activities that enable advisor productivity and consistent operational execution. You will connect advisor activity, operational processes, regulatory requirements, and risk indicators, translating inputs into actionable reporting for team leaders and senior stakeholders. Success requires strong attention to detail, analytical discipline, stakeholder engagement, and a control mindset to identify process gaps, mitigate operational and regulatory risk, maintain audit-ready documentation, and provide backup coverage for critical activities.
Job summaryAs a Process Manager II within New Business Administration, you will support business integration governance and control routines that enable advisor readiness, operational execution, and leadership reporting. You will take ownership of recurring control activities, monitoring routines, and reporting deliverables, ensuring accurate tracking, timely escalation, and audit-ready documentation. You will partner with internal stakeholders to reconcile data, maintain dashboards, and address exceptions impacting operational performance, risk indicators, and client experience routines. You will translate operational inputs into clear, actionable reporting for team leaders and senior stakeholders.
Job responsibilities- Maintain accurate trackers to support advisor oversight, operational readiness, and governance routines
- Monitor key operational and risk indicators and identify exceptions requiring follow-up
- Escalate exceptions, including aging or unresolved items, to appropriate stakeholders with clear status and documentation
- Own end-to-end recurring control routines, including evidence collection and retention to support audit readiness
- Maintain and update dashboards and recurring leadership reporting deliverables
- Perform data reconciliation activities to ensure reporting accuracy and consistency across trackers and dashboards
- Track exceptions to closure, document outcomes, and ensure timely resolution or escalation paths are followed
- Provide hands-on support for reporting and other critical control activities as needed
- Partner with internal stakeholders to support onboarding/offboarding governance and training adherence routines
- Support account operations and client experience routines through disciplined monitoring and control execution
- Identify process gaps and recommend improvements to reduce operational and regulatory risk
- Ability to maintain accurate trackers and detailed operational documentation
- Experience monitoring operational and risk indicators and escalating exceptions appropriately
- Demonstrated control mindset with a focus on audit-ready evidence retention and governance routines
- Strong attention to detail and analytical discipline in reconciliation and reporting activities
- Ability to manage recurring routines end-to-end with consistent, timely execution
- Experience maintaining dashboards and producing leadership reporting
- Proven ability to partner effectively with internal stakeholders to drive issue resolution
- Ability to translate operational processes and risk indicators into clear, actionable updates for leaders
- Ability to identify process gaps and support actions to mitigate operational and regulatory risk
- Ability to provide backup coverage for critical activities to ensure continuity of control routines
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.
Skills Required
- Ability to maintain accurate trackers and detailed operational documentation
- Experience monitoring operational and risk indicators and escalating exceptions appropriately
- Demonstrated control mindset focused on audit-ready evidence retention and governance routines
- Strong attention to detail and analytical discipline in reconciliation and reporting activities
- Ability to manage recurring routines end-to-end with consistent, timely execution
- Experience maintaining dashboards and producing leadership reporting
- Proven ability to partner effectively with internal stakeholders to drive issue resolution
- Ability to translate operational processes and risk indicators into clear, actionable updates for leaders
- Ability to identify process gaps and support actions to mitigate operational and regulatory risk
- Ability to provide backup coverage for critical activities to ensure continuity of control routines
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
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.
Why Work With Us
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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