DescriptionThe Private Bank is the worlds premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience working closely with client service fiduciary product specialty groups third party vendors and other internal groups.
Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors. The J.P. Morgan Securities Client Service Centers mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform such as .
As a Vice President Workforce Planning Manager you will be part of the Operations Workforce Management (WFM) Team for JPM Wealth Management (JPMWM). The position aids in the vision and execution of the Workforce Capacity Planning team. Collaborate with business leaders operations recruiting training finance and support teams to refine capacity planning processes align staffing strategies and monitor critical workforce metrics. Apply expertise in forecasting capacity modeling and data governance to achieve key deliverables. Foster a culture of collaboration innovation and accountability while ensuring optimal resource deployment and supporting business growth.
Duties:
- Lead the development and ongoing management of comprehensive contact center capacity plans to ensure optimal resource allocation and operational efficiency.
- Drive effective communication and collaboration across internal operations analytics technology and other functional areas to align strategies and deliver results.
- Proactively identify and implement opportunities to enhance efficiency and performance within contact center operations.
- Facilitate regular planning sessions with key stakeholders and cross-functional teams to ensure alignment and transparency.
- Conduct advanced root cause analysis to uncover areas for improvement and deliver strategic recommendations to senior leadership.
- Collaborate across Workforce Management to integrate cross-functional insights into capacity planning.
- Cascade capacity plan projections into downstream WFM activities supporting seamless execution.
- Provide subject matter expertise and leadership on project initiatives as needed.
- Champion process improvements and the adoption of best practices across the organization.
- Oversee the creation and implementation of new hire schedules to support business needs.
- Execute ad hoc responsibilities as assigned to support evolving business priorities.
Qualifications:
- 5 years of experience in workforce management capacity planning preferred.
- Advanced proficiency in MS Suite.
- Exceptional written and verbal communication skills.
- Extensive experience in business analysis reporting data review root cause analysis and issue resolution.
- Proven ability to collaborate effectively with key stakeholders and cross-functional teams.
- Demonstrated success in working with individuals at all organizational levels both internally and externally.
- Strong influencing skills with the ability to drive consensus among peers colleagues and internal customers.
- Skilled at managing multiple complex tasks simultaneously in a fast-paced environment.
- Outstanding presentation facilitation and leadership abilities.
- Bachelors degree preferred.
- Working knowledge of telephony call routing and workforce management platforms.
- Track record of leading or supporting major project initiatives.
Required Experience:
Exec
DescriptionThe Private Bank is the worlds premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspe...
DescriptionThe Private Bank is the worlds premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience working closely with client service fiduciary product specialty groups third party vendors and other internal groups.
Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors. The J.P. Morgan Securities Client Service Centers mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform such as .
As a Vice President Workforce Planning Manager you will be part of the Operations Workforce Management (WFM) Team for JPM Wealth Management (JPMWM). The position aids in the vision and execution of the Workforce Capacity Planning team. Collaborate with business leaders operations recruiting training finance and support teams to refine capacity planning processes align staffing strategies and monitor critical workforce metrics. Apply expertise in forecasting capacity modeling and data governance to achieve key deliverables. Foster a culture of collaboration innovation and accountability while ensuring optimal resource deployment and supporting business growth.
Duties:
- Lead the development and ongoing management of comprehensive contact center capacity plans to ensure optimal resource allocation and operational efficiency.
- Drive effective communication and collaboration across internal operations analytics technology and other functional areas to align strategies and deliver results.
- Proactively identify and implement opportunities to enhance efficiency and performance within contact center operations.
- Facilitate regular planning sessions with key stakeholders and cross-functional teams to ensure alignment and transparency.
- Conduct advanced root cause analysis to uncover areas for improvement and deliver strategic recommendations to senior leadership.
- Collaborate across Workforce Management to integrate cross-functional insights into capacity planning.
- Cascade capacity plan projections into downstream WFM activities supporting seamless execution.
- Provide subject matter expertise and leadership on project initiatives as needed.
- Champion process improvements and the adoption of best practices across the organization.
- Oversee the creation and implementation of new hire schedules to support business needs.
- Execute ad hoc responsibilities as assigned to support evolving business priorities.
Qualifications:
- 5 years of experience in workforce management capacity planning preferred.
- Advanced proficiency in MS Suite.
- Exceptional written and verbal communication skills.
- Extensive experience in business analysis reporting data review root cause analysis and issue resolution.
- Proven ability to collaborate effectively with key stakeholders and cross-functional teams.
- Demonstrated success in working with individuals at all organizational levels both internally and externally.
- Strong influencing skills with the ability to drive consensus among peers colleagues and internal customers.
- Skilled at managing multiple complex tasks simultaneously in a fast-paced environment.
- Outstanding presentation facilitation and leadership abilities.
- Bachelors degree preferred.
- Working knowledge of telephony call routing and workforce management platforms.
- Track record of leading or supporting major project initiatives.
Required Experience:
Exec
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