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Wealth Management - CWM Operations, Business Analyst - Vice President

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


Job Responsibilities:


As a Chase Wealth Management (CWM) Business Process Analyst you will work closely with our product, technology and operations partners on our strategic technology initiatives.  You will be responsible for ensuring the successful completion of project tasks including analysis of existing processes, identifying process gaps, capturing business requirements, working with technology on design, testing and implementation of technology projects from the business perspective.
  • Responsible for providing operational support and project leadership including the analysis and execution of assigned projects for Chase Wealth Management.
  • Ensuring business requirements are well defined, comprehensive and aligned with strategic objectives
  • Proposing process reengineering solutions to identify areas of opportunity for improvement
  • Communicating with technology, product, operations, legal, risk, compliance and management
  • Identifying and tracking project/program issues and driving their resolution; escalating decisions appropriately to Management
  • Ability to work non-standard hours, including early morning, late evening and weekends to accommodate testing schedule requirements


  • 10+ years’ technology experience supporting Brokerage operations
  • Experience in an Agile environment and working with the JIRA software application preferred
  • Brokerage experience is preferred; self-directed investing background a plus
  • Strong technical background, including application development preferred
  • Bachelor’s degree, preferably in finance or technology or related field
  • Knowledge of user testing and end to end validation
  • Ability to work on multiple projects simultaneously
  • Ability to perform in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results
  • Excellent leadership skills
  • Exceptional communication skills; must be a team player and be able to collaborate effectively across all levels of the organization
  • Strong track record for delivering complex projects and programs of work that drive growth

  • Req #: 180050707
    Location: Plano, TX US
    Job Category: Asset Management
    Employment Type: Full Time
    Potential Referral Amount: 0 US Dollar (USD)

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