Wealth Management Client Operations Lead - Executive Director
Wealth Management Client Operations Lead - Executive Director
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Job Description
Join JPMorgan Chases Wealth Management team as a Client Operations Lead. Drive compliance and service excellence in a dynamic environment. Partner with global teams to enhance client operations through innovation and strategic initiatives. Be part of a team that values leadership collaboration and continuous improvement. Elevate your career by transforming client experiences in financial markets.
Job Summary:
As a Client Operations Lead within the Wealth Management Client Operations team you will partner with global business-facing teams to ensure compliance and meet day-to-day deliverables. You will identify opportunities for automation and service improvement maximizing productivity and quality. Your leadership will drive team development and enhance client experiences.
Job Responsibilities:
- Partner with Middle and Front office teams for client onboarding.
- Drive results through leadership communication and influence.
- Function effectively in a high-volume deadline-oriented environment.
- Manage KPIs to ensure quality and timeliness.
- Serve as an escalation point for Client Operations issues.
- Promote process improvement and share best practices.
- Support consistent hiring and performance management.
- Manage risk identify issues and escalate as needed.
- Assess process and system improvements providing solutions.
- Create an effective control environment within the team and build partnerships with onshore leads through communication and governance.
Required Qualifications Capabilities and Skills
- 12 years of experience in Financial Services or Operations.
- Proven leadership in strategic change management and process re-engineering.
- Experience managing across multiple locations.
- Strong relationship-building and influencing skills.
- Industry experience with understanding of standards and networking.
- Consultative approach anticipating business partner needs.
- Critical thinking and proactive best practices.
- Motivated with advanced strategy and problem-solving skills.
- Commercial background with ability to transform operations.
- Knowledge of automation tools and AI/ML understanding.
Preferred Qualifications Capabilities and Skills:
- Client Operations experience in Investment Banking or Wealth Management.
- Experience in technology-driven projects.
- Strong industry networking and peer relationships.
- Ability to collaborate with Operations Leaders and key partners.
- Understanding of client needs and impact on relationships.
- Proven ability to transform operations across business areas.
- Advanced interpersonal and communication skills.
Required Experience:
Director
Employment Type
Full-Time
