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Wealth Management - CWM Operations, Operations Division Lead - Associate

Job Description

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
Our Business:
 
Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management in JP Morgan’s Asset Management line of business.
The Private Bank is the world’s premier service provider for ultra and high net worth individuals.  Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations.  Global Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.
 
Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors.  The J.P. Morgan Securities Client Service Center’s mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform, such as Chase.com.
 
Operations Division Leader – Research Operations Chicago
Managerial responsibilities include the oversight of the day to day processes within a key unit that handles brokerage products/services, manages escalations, and uses independent thinking to consider exception processing.
  • Be an individual who can focus on the team’s long term goals, effective business management, and continuous associate and team level development.  
  • Develop staff by evaluating performance, using motivational or educational coaching, conduct  interviewing and hiring.
  • Be able to forecast needed adjustments to existing processes or to staff, and analyze and recommend procedures to enhance or economize departmental operational effectiveness.  
  • Candidate needs the ability to conduct relevant systems training, hold team meetings  to review existing processes, and to become knowledgeable about the  specialized systems applications relevant to the team.
  • The candidate would need to be able to participate in unit audits, and work with auditors to answer questions about the process.
  • Must be an adept communicator, team motivator, and possess ability to work with multiple levels of associates and management, confer with other operational units, and address escalations promptly and accurately by acting in the capacity of an authorized manager.
  • Requires related Operations or People Management experience
  • Prefer Investment Industry  or Financial Services experience
  • FINRA Series 7  or minimum 99 license required
  • Must be an independent thinker, able to confer will all levels of management
  • Proven team motivator, ability to coach and develop associates
  • Ability to manage all aspects of unit performance, maintain service levels, and manage risk  
  • Bachelor's Degree preferred
Req #: 180040598
Location: Chicago, IL US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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