Wealth Management Client Operations Lead - Executive Director

Chase- Candidate Experience page
Department Icon Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 7 months ago
12-16 years
Karnataka
Work from Office
Posted: 7 months ago
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Applicants: 92+
Job Description
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Job Description

    Role Overview:
    Join JPMorgan Chase's Wealth Management team as a Client Operations Lead where you will drive compliance and service excellence in a dynamic environment. You will partner with global teams to enhance client operations through innovation and strategic initiatives, contributing to transforming client experiences in financial markets. Be part of a team that values leadership, collaboration, and continuous improvement.
    Key Responsibilities:
    - Partner with Middle and Front office teams for client onboarding and account maintenance.
    - 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.
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    - 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.
    Qualifications Required:
    - 12+ years of experience in Financial Services or Operations.
    - Proven leadership in strategic change management and process re-engineering.
    - Experience managing across multiple locations.

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    - 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 the ability to transform operations.
    - Knowledge of automation tools and AI/ML understanding.
    (Note: Preferred Qualifications, Capabilities, and Skills section is omitted as per the provided job description),

Skills

OperationsMaintenanceProblemsolvingInterpersonal SkillsProcess ImprovementAutomation ToolsCommunicationWealth ManagementStrategic Change ManagementCritical ThinkingInvestment BankingRelationshipbuildingAIML UnderstandingClient OperationsRisk ManagementTechnologydriven ProjectsConsultative ApproachLeadershipInfluenceNetworking

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Important dates & deadlines?

Application Deadline

27 Oct 25, 02:25 PM IST

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Wealth Management Client Operations Lead - Executive Director

Chase- Candidate Experience page

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