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Wealth Management - CWM Operations, Business Process Analyst / Relationship Manager - 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.
As a Business Process Analyst in Chase Wealth Management (CWM) Operations Administration you will be a key member of the CWM Operations team in our mission to create great client experiences.  Business Process Analysts work to create more efficiency, enhance quality, and build consistency across Operations while operating in a highly controlled and regulated environment.  Your contributions and deliverables ultimately result in a better client experience, better employee experience, and a more resilient business.  As a Business Process Analyst you may be asked to perform a variety of functions, including: 
  • Function as a point person during business events such as Production breaks, Technology releases, or other CWM impacting events in order to coordinate communications within Operations and to the CWM Business
  • Service as an escalation point for Operations issues raised by the CWM business; act as a liaison between various Operations utilities to see escalation through to closure
  • Assist with build out of a CWM Relationship Management team, establishing partnerships across the WM Operations utilities to bring consistency and coordination to business events, process improvements, and escalations
  • Assist in developing, writing, and maintaining procedures
  • Monitoring and reporting on important metrics
  • Perform analysis using spreadsheet and database tools; makes recommendations to management based on findings.
  • Liaise between organizations, across sites, lines of business, and various teams to represent the business
  • Identify and report areas for process improvements, gaps, or outages; build cases studies and documentation to perform needs analysis
  • Root cause analysis
  • May be asked to own risk and control testing including writing user acceptance test scripts and performing UAT testing for business technology projects
  • Preparing presentations for Sr. or Executive Management
  • Minimum of five to ten years of related experience or financial services industry experience
  • Familiarity with CWM or AWM business a plus
  • Strong leadership and collaborative skills
  • Self-driven, proactive, with excellent interpersonal/communication and organizational skills; enjoy partnering across multiple teams
  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
  • Experience identifying areas for process improvement and creating efficiency within a process
  • Detail oriented, strong analytical/problem solving skills
  • Excellent oral and written communication skills.  High degree of comfort presenting information to large audiences at various levels of the organization
  • Experience in writing and preparing presentations, corporate communications, training materials, or test scenarios
  • Ability to manage multiple priorities in a fast paced environment, to perform well under pressure, highly adaptive to change
  • Demonstrated ability to be a leader and influence positive change in a professional environment
  • Strong compliance record in prior position(s)
  • Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
  • Experience working on project teams or in the project management process
  • Bachelor’s or Master’s degree preferred
  • Series 7 and 66 preferred
  • Series 99 required within 120 days
Req #: 180032488
Location: Columbus, OH US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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