Client Operations VP

Job Description

USPB Client Operations Vice President - The Wealth Management VP is responsible for various processes within the life cycle of financial products. The individual will be expected to work in a large team environment supporting a variety of other areas within the firm such as Front Office, Product, Client Service, Transformation and other global operations teams. The successful candidate will be required to quickly learn, understand and support as needed the functions and services provided by Wealth Management to its clients.

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management.

J.P. Morgan Asset & Wealth Management, with client assets of $2.5 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.

Core Responsibilities

• Manage exceptions arising as trades flow through multiple control checks
• Timely and accurate execution and verification of all instructions received from internal partners and global teams
• Process and assure completeness of all requests
• Respond promptly and accurately to Front Office requests
• Produce high quality performance and accuracy to best meet our client's needs and expectations
• Partner closely with other operations teams to ensure no downstream or upstream impact and all key stakeholders are in loop.
• Ensure adherence to all service level commitments, process controls, and escalation policies
• Work closely with teammates to maximize efficiency
• Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth management to deliver sound recommendations for process improvement
• Engage with Business and Project teams on a regular basis to agree on Book of work and timelines.
• Chair regular senior level governance forums and ensure timely communication on all aspects including but not limited to Project Timelines, Capacity, up coming Tasks, etc
• Groom talent and provide career guidance and other support as needed.

Key Skill Sets 

• 12 – 15 years of relevant operations experience, including minimum of 5 years of people and team management experience.
• Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills
• Able to work independently with minimum supervision
• Strong Change mindset and ability to challenge the status quo
• Should have experience working on transformation project including Tactical and Strategic
• Experience in managing large teams and also Manager to people Manager
• Excellent verbal and written communication skills
• Strong Stakeholder Management
• Proficient in making presentations, scorecards and presenting data to senior stakeholders
• Volume analysis, capacity planning and HC assessment are an added advantage.
• Assume ownership and responsibility to accomplish goals
• Strong intellectual capacity for process improvements

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.