Join the Credit Platform Services team within Wealth Management Credit Operations, where the team monitors Wealth Management exposures (including loans, mortgages, and derivatives) secured by financial assets. This role offers the opportunity to drive operational excellence, risk management, and transformation, while partnering with stakeholders across business, risk, technology, and operations to deliver scalable solutions and support the firm’s growth objectives.
As a Credit Operations Manager within the Wealth Management Credit Operations team, you will oversee Credit Platform Services activities and ensure effective management of operational risk and controls. You will lead a high-performing team responsible for supporting credit-related processes and strategic initiatives while maintaining compliance with corporate policies and regulatory requirements. You will leverage your expertise in operations management, process improvement, stakeholder engagement, and transformation. You will also drive continuous enhancements, strengthen the control environment, and support business objectives.
Job Responsibilities
- Lead and develop a diverse team, fostering a culture of accountability, inclusion, continuous improvement, and high performance.
- Oversee credit operations activities and ensure alignment with firm policies, risk management standards, and regulatory requirements.
- Drive operational excellence through review, optimization, and transformation of business processes and workflows.
- Partner with business, risk, technology, and operations stakeholders to deliver sustainable solutions and improve service delivery.
- Lead strategic initiatives and change programs that enhance operational efficiency, scalability, and risk management outcomes.
- Establish and maintain a robust control environment through governance, oversight, issue management, and escalation practices.
- Use data, reporting, and performance metrics to support decision-making, monitor outcomes, and identify improvement opportunities.
- Champion innovative solutions, automation opportunities, and digital capabilities to improve operational effectiveness.
- Lead interactions for audits, regulatory examinations, and internal reviews, ensuring timely and effective remediation of findings.
- Build strong partnerships across regional and global stakeholders to support business priorities and drive organizational success.
- Develop organizational capability through coaching, mentoring, succession planning, and talent development initiatives.
Required Qualifications, Capabilities and Skills
- Bachelor’s degree.
- Minimum 7 years of experience in credit operations, lending operations, operational risk management, wealth management operations, or a related financial services discipline.
- Demonstrated expertise in managing operational processes, controls, governance frameworks, and risk management practices.
- Proven experience leading and developing teams within a fast-paced operational environment.
- Strong stakeholder management skills with ability to collaborate and influence across business, risk, operations, and technology functions.
- Advanced problem-solving and analytical capabilities with focus on operational excellence and continuous improvement.
- Proven ability to lead change initiatives, transformation programs, and strategic business improvements.
- Strong understanding of governance, control, compliance, and regulatory requirements within financial services.
- Strong written and verbal communication skills with ability to engage effectively with senior stakeholders.
- Demonstrated ability to prioritize competing demands and deliver results in a dynamic environment.
- Commitment to delivering high-quality outcomes for clients, stakeholders, and the broader organization.
Preferred Qualifications, Capabilities and Skills
- Experience utilizing artificial intelligence tools to enhance operational processes and improve workflow efficiency.
- Familiarity with automation, workflow, and process improvement technologies.
- Experience leveraging data analytics and reporting to support operational decision-making.
- Knowledge of credit products, lending processes, collateral management practices, or related operational disciplines.
- Experience leading regional or global initiatives involving multiple stakeholder groups.
- Strong digital proficiency across productivity, collaboration, and reporting tools.
- Experience using generative AI tools and prompt-writing techniques to improve business productivity and operational outcomes.
Skills Required
- Bachelor's degree
- Minimum 7 years experience in credit operations, lending operations, operational risk management, wealth management operations, or related financial services
- Expertise in managing operational processes, controls, governance frameworks, and risk management practices
- Proven experience leading and developing teams in a fast-paced operational environment
- Strong stakeholder management skills and ability to collaborate and influence across business, risk, operations, and technology
- Advanced problem-solving and analytical capabilities focused on operational excellence and continuous improvement
- Proven ability to lead change initiatives, transformation programs, and strategic business improvements
- Strong understanding of governance, control, compliance, and regulatory requirements within financial services
- Strong written and verbal communication skills to engage effectively with senior stakeholders
- Ability to prioritize competing demands and deliver results in a dynamic environment
- Commitment to delivering high-quality outcomes for clients, stakeholders, and the organization
- Experience utilizing artificial intelligence tools to enhance operational processes
- Familiarity with automation, workflow, and process improvement technologies
- Experience leveraging data analytics and reporting to support operational decision-making
- Knowledge of credit products, lending processes, and collateral management practices
- Experience leading regional or global initiatives with multiple stakeholder groups
- Strong digital proficiency across productivity, collaboration, and reporting tools
- Experience using generative AI tools and prompt-writing techniques to improve productivity
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 — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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