Client Operations – Wealth Management, Vice President
Share
Job Location:
Manila - Philippines
Monthly Salary:
Not Disclosed
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Join our Wealth Management Operations team and help shape the future of client service. Be at the heart of operational excellence driving process improvements and collaborating with global partners. Unlock your potential as a leader supporting transformation initiatives and delivering outstanding results for our clients. Make your mark by fostering a culture of innovation teamwork and continuous improvement.
Job Summary:
As a USPB Client Operations Vice President in Wealth Management Operations you will lead a large team responsible for various processes within the life cycle of financial products. You will collaborate with Front Office Product Client Service Transformation and other global operations teams to ensure seamless service this role you will oversee account opening KYC and account maintenance functions manage exceptions and drive process improvements. Together we strive to exceed client expectations and deliver operational excellence.
Job Responsibilities:
- Ensure all process-level service level agreements (SLAs) for productivity accuracy turn times and staffing are consistently met and improved.
- Manage exceptions throughout the client onboarding lifecycle ensuring timely resolution and minimal risk.
- Collaborate with upstream and downstream teams to ensure effective communication and resolution of exceptional cases.
- Deliver high-quality performance and accuracy to meet client needs and expectations.
- Ensure adherence to service level commitments process controls and escalation policies.
- Proactively identify issues and adapt to changes in the team market or Wealth Management to recommend process improvements.
- Engage with business and project teams to define and drive closure on efficiency projects within agreed timelines.
- Chair senior-level governance forums and communicate updates on project timelines capacity and upcoming tasks.
- Supervise and manage the performance of the Client Operations team including hiring and ongoing talent development.
- Lead transformation initiatives including tactical and strategic projects to drive operational excellence.
- Oversee volume analysis capacity planning and headcount assessment to support business needs.
Required Qualifications Capabilities and Skills:
- Bachelors degree in Banking Finance Commerce Science or equivalent military experience.
- Twelve years of relevant operations experience including eight years of people and team management experience.
- Experience managing large teams and leading people managers.
- Strong organizational prioritization and interpersonal skills with attention to detail.
- Ability to work independently with minimal supervision.
- Strong change mindset with the ability to challenge the status quo and drive transformation projects.
- Excellent verbal and written communication skills including proficiency in making presentations and developing scorecards.
- Strong stakeholder management skills and experience presenting data to senior stakeholders.
- Experience in volume analysis capacity planning and headcount assessment.
- Demonstrated ownership responsibility and intellectual capacity for process improvements and innovation.
- Ability to adapt in a dynamic team environment and meet fixed deadlines.
Preferred Qualifications Capabilities and Skills:
- MBA (Finance) CPA CFA or equivalent postgraduate degree in Finance or Accounting.
All application requirements (including updated resume - please include specifics of your career) should be posted submitted and completed in the Oracle tool.
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
