J.P. Morgan Wealth Management Vice President, Case Management Operations Manager
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 99750 - 158000
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Join a collaborative team at J.P. Morgan Wealth Management where we lead digital client support and communication across multiple platforms. Our group is committed to delivering best-in-class service fostering innovation and supporting the growth of our wealth management business. Be part of a team that values inclusivity continuous improvement and operational excellence.
As the Vice President Case Management Operations Manager you will lead Client Service/team Leaders overseeing teams of Case Managers and professionals that may include the Secure Message Center Digital Support Debit/Margin & Options Securities Based Lending Client Communication Document Support and/or Transaction processing teams. You will guide cross-functional partnerships implement process enhancements and ensure all team members have the tools needed to excel. Collaborate with leaders across service centers and locations to deliver a seamless client experience and support the strategic growth of J.P. Morgan Wealth Management.
Job Responsibilities
- Lead direct reports including front-line managers across five functional teams to ensure all functions are completed within stated service levels
- Guide a high-performance culture by modeling core values and fostering an inclusive environment where a diverse workforce thrives
- Serve as subject matter expert for assigned functions and product offerings including Self-Directed Investing Securities Based Lending and Secure Message Center
- Oversee work queues and tasks supporting product offerings ensuring timely completion
- Develop and implement operational policies procedures risk controls and metrics for the evolving operating environment
- Recommend and implement enhancements to improve service and system effectiveness and efficiency maintaining a proactive approach to continuous improvement
- Represent the department and present business updates to senior management
- Guide business results with a focus on efficiency and support the strategic growth of J.P. Morgan Wealth Management
- Ensure compliance with approved procedures controls and protocols maintaining continuous audit readiness and reviewing control testing and metrics adherence
- Lead client experience initiatives by prioritizing key deliverables advocating for clients and recommending improvements to the Self-Directed Platform
- Partner with peer teams in the Client Service Center Advisor Service Center and Business Service Center and collaborate with the Manila DSC Vice President to foster cross-team efficiencies and strengthen partnerships between U.S. and Manila Digital Service Center teams
Required qualifications capabilities and skills
- FINRA Series 7 63 (or equivalent) require and principal licensing Series 9/10 and ability to hold registration in all 50 states and territories required
- Demonstrate ability to lead develop and coach high-performing teams across multiple locations
- Possess a deep understanding of investment services brokerage products and financial markets
- Exhibit outstanding communication skills with a focus on clarity detail and effective collaboration
- Showcase strong organizational skills and ability to manage multiple priorities in a fast-paced environment
- Display a high level of professionalism urgency and commitment to delivering results
- Bring expertise in operational risk management controls and audit readiness within a regulated environment
- Serve as an innovative problem-solver with a continuous improvement
Required Experience:
Exec
Key Skills
- Economics
- Internal Audit
- SQL
- Risk Management
- Compliance
- Leadership skills
- Oversight
- Business partner
- AVP
- Requlatory agencies
- Finance
- Accounting
- Potifolio
- Project Management
- Operational Risk
About Company
JPMorganChase, 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 ov ... View more
