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Wealth Management - CWM Operations, Application Information Manager - Vice President

Job Description

.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.
As an Application Information Owner, you will be responsible for the administrative controls for the CWM operations system applications. You will manage the application governance for the applications CWM Operation owns in the application life cycle. You will need to be the logistical coordinator to ensure all the correct subject matter experts are involved in each step of the governance process from multiple lines of business. While you will be ultimately responsible for the applications the IT group will have their own requirements they must follow to support your role. You will need to adapt procedures, processes and techniques to the completion of assignments and in line with the department’s activities and goals.

  • Manage approx. 15-20 applications for Chase Wealth Management Operation
  • Managing Applications throughout their lifecycle
  • Supports and maintains operational applications, and plays an important role in design, testing and improvement of applications that form part of IT Services
  • Support the organization’s business processes by helping to identify functional and manageability requirements for application software
  • Assisting in the decision whether to build or buy an application
Application Management
  • Assist in the design and/or deployment of those applications
  • Provide ongoing support and improvement of those applications
  • Identify skills required to support the applications.
  • Stay up to date as much as possible on product announcements.
  • Form and utilize a communication strategy to keep critical users and management informed.
  • Coordinate and often implement changes to the system.
  • On a scheduled basis, review system operations and services to insure they are functioning as intended.
  • Conduct periodic reviews of system data for integrity purposes.
  • Quarterly review environment documentation and update as needed.
  • Provide a process for provisioning and gaining access to the application.
  • Get involved in end user training as it can help you identify gaps in the application as well as quick or complex usability opportunities.
  • Lead and coordinate adhoc projects as requested
  • Work cooperatively supporting teams in positive partnership
IT Risk Controls:
  • Enforce Access - Enforce least privileged access, prevent toxic combinations, remove access on transfer/retirement
  • Access Recertification - Ensure end user list is valid and approved
  • Privileged Access - Limit Privileged  Access for end user
  • Capacity Planning - Ensure capacity is sufficient to handle work load
  • Data Backup - Retention policy agreed & documented
  • Data Confidentiality - Classify App Risk Level based on approved criteria
  • Data Integrity - Confirm accuracy of App input/output
  • Change Control - Apply change control discipline to App to ensure stability
  • Tech Asset Management - Technology hardware and software assets inventoried
  • Information Retention - Retention policy agreed & documented
  • Incident Management - Minimize recurrence via root cause analysis
  • Production Monitoring - Ensure App is meeting or exceeding SLA’s
  • Project Assurance - Capture impact of new projects on application and the business
  • Security Configuration - Assets adhere to ITRC policies
  • Security Event  Management - Ensure security events are logged and communicated
  • 3rd Party Oversight -Oversee 3rd party risk assessments
  • External Connectivity - External network connectivity security
  • Resiliency - Plan to achieve recovery time in case of disruption
  • Experience with business analysis, problem identification & problem resolution
  • Intermediate knowledge of Excel and PowerPoint
  • Intermediate knowledge of SQL
  • Strong written and verbal communication skills; ability to present data and its implications in a clear, concise manner to senior management
  • Strong teamwork, customer engagement skills
  • Very analytical mindset and detailed-oriented
  • Ability to manage multiple analyses and work efforts in parallel • Ability to learn procedures and proprietary systems quickly - SEAL

This role requires a wide variety of strengths and capabilities, including:
  • BS/BA degree or equivalent experience
  • Self-starter, ability to work in a fast-paced team environment
  • Willing and able to learn the business and fully understand how and why tasks satisfy business needs
  • Experience in application, data and infrastructure architecture disciplines
  • Knowledge of architecture, design and business processes
  • Keen understanding of financial control and budget management
  • Ability to work collaboratively in teams and develop meaningful relationships to achieve common goals
  • Minimum 5 years of hands-on experience as a Business Systems Analyst, System Analyst, or Technical Analyst, with heavy emphasis on technology and implementation understanding.
  • Experience translating business and design requirements into technical requirements.


Req #: 180041481
Location: Columbus, OH US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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