Role Overview
J.P. Morgan Wealth Management is seeking an innovative and technically skilled Process Improvement Manager to join the Service & Operations Support organization. This role sits at the intersection of business strategy, process improvement, automation, and AI enablement, driving solutions that improve operational efficiency, reduce risk, and enhance advisor and client experiences.
The successful candidate will identify opportunities to transform business processes through automation, low-code development, advanced analytics, and artificial intelligence. This individual will partner closely with Operations, Service, Product, Technology, and senior leadership teams to develop scalable solutions that simplify work, generate actionable insights, and support strategic business objectives.
Key Responsibilities
The candidate will join a team responsible for:
- Driving continuous improvement initiatives across JPMWM Service & Supervision
- Owning process improvement and technology-enabled initiatives from discovery and requirements gathering through solution design, development, testing, implementation, governance, adoption, and ongoing enhancement.
- Create custom solutions using programming languages, low-code platforms, automation tools, and AI capabilities to solve complex business problems and drive operational efficiencies.
- Leveraging AI capabilities to enhance reporting, streamline analysis, automate recurring tasks, identify trends, and improve decision-making
- Managing and evolving service, advisor, and operational feedback programs, including Most Wanted Improvements and Send US Feedback
- Creating executive dashboards, analytics, and management reporting that drive business decisions
- Partnering with Product and Technology teams to evaluate, design, and implement strategic solutions
- Assessing emerging technologies and identifying opportunities for AI, automation, and workflow modernization
Additional Responsibilities
- Translate business challenges into scalable technology-enabled solutions
- Design and maintain operational reporting and performance measurement frameworks
- Lead requirements gathering and document business requirements, process logic, solution designs, testing criteria, controls, and implementation needs to support effective delivery, adoption, governance, and ongoing solution maintenance.
- Review operational trends, service & advisor feedback, and escalation data to identify improvement opportunities
- Perform root cause analyses and develop recommendations for sustainable corrective actions
- Prepare executive-level presentations, business cases, and strategy updates
- Ensure solutions align with applicable risk, controls, governance, and firm standards
- Serve as a subject matter expert for automation, AI, and process optimization initiatives
Preferred Skills & Qualifications
Technical & Automation Skills
- Strong coding and solution-development skills, including experience using programming languages such as Python, SQL, JavaScript, or similar technologies to build automations, analytics, integrations, and business applications.
- Advanced experience with Power Platform, including Power Apps and Power Automate
- Strong experience developing workflow automations and business solutions using Alteryx
- Experience leveraging AI tools, Large Language Models (LLMs), Microsoft Copilot, prompt engineering, and AI-assisted analytics to improve business processes
- Experience developing dashboards and visualizations using Tableau, Power BI, or similar business intelligence tools
- Ability to work with multiple data sources and perform advanced data analysis
- Experience with SharePoint Online, Microsoft Lists, and workflow-enabled solutions
- Understanding of Intelligent Solution & AI governance, responsible AI practices, and enterprise technology controls
Business & Leadership Skills
- Strong problem-solving and analytical capabilities
- Ability to independently identify opportunities and build solutions from concept to implementation
- Excellent communication and executive presentation skills
- Strong organizational, prioritization, and project management skills
- Experience managing multiple concurrent initiatives in a fast-paced environment
- Ability to influence and collaborate across Operations, Service, Product, Technology, and senior leadership teams
- Ability to translate operational pain points into solutions with measurable business outcomes, including efficiency gains, risk reduction, quality improvements, capacity creation, and enhanced advisor, client, or employee experiences.
Preferred Qualifications
- Curious, hands-on problem solver with strong business acumen and technical fluency
- Demonstrates a builder mindset and independently identifies opportunities for improvement
- Challenges existing processes and looks for smarter, more efficient ways of working
- Translates ambiguous business problems into clear, well-defined requirements
- Develops practical, scalable solutions that address business needs
- Analyzes data to identify insights and support decision-making
- Builds automations and leverages AI to improve processes and efficiency
- Documents business and technical requirements clearly
- Partners effectively with Technology and Product teams to deliver solutions
- Presents recommendations and insights confidently to senior leaders
- Focuses on delivering measurable business outcomes
- Operates within a strong risk, controls, and governance framework
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Strong coding and solution-development experience using Python, SQL, JavaScript, or similar technologies
- Advanced experience with Microsoft Power Platform, including Power Apps and Power Automate
- Strong experience developing workflow automations and business solutions using Alteryx
- Experience using AI tools, Large Language Models, Microsoft Copilot, prompt engineering, and AI-assisted analytics
- Experience developing dashboards and visualizations with Tableau, Power BI, or similar business intelligence tools
- Ability to work with multiple data sources and perform advanced data analysis
- Experience with SharePoint Online, Microsoft Lists, and workflow-enabled solutions
- Understanding of responsible AI practices, AI governance, and enterprise technology controls
- Strong problem-solving, analytical, communication, and executive presentation skills
- Strong organizational, prioritization, and project management skills
- Ability to independently identify opportunities and develop solutions from concept through implementation
- Ability to collaborate with Operations, Service, Product, Technology, and senior leadership teams
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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