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Wealth Management, Client Information & Reporting Operations Manager, Executive Director

Req #: 180020180
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our Business
Private Bank Operations supports the JPMorgan Private Bank, the world's premier service provider for ultra-wealthy individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Located in Newark, Delaware, the 400 members of Private Bank Operations provide end-to-end support for all aspects of the client banking experience, working closely with sales, service, and product specialty groups.

Position Summary
Private Banking Operations is currently looking to hire a qualified candidate to fill an Operations Manager position within The Wealth Management Client Data Management Group. This individual will oversee various operational functions potentially across multiple locations. As Operations Manager, the role will also include working with the business to drive operational strategy of the end-to-end process and implementing change to meet this strategy while effectively managing risk controls. Additionally, this position will interact and be required to influence stakeholders across a large LOB and across the firm.
  • 10-15 years operations management experience
  • Proven track record to develop and implement business objectives and priorities aligned with overall functional goals
  • Demonstrates a consistent track record for driving results, factoring in the impact of adverse risk/control issues
  • Effectively manages profit/loss, headcount and budget
  • Identifies process improvements and efficiency enhancements; eliminates unnecessary bureaucracy
  • Adapts to a rapidly changing business and technical environment
  • Strong resilience when working in high pressure, deadline oriented environment
  • Proficiency in Word, Excel, Project, Access & Powerpoint
  • Ability to create flow charts and document process.  
  • Communicates clear and compelling messages and priorities to guide and motivate others; Ability to effectively communicate and influence at all levels of management
  • Balances client/customer needs and best interests with those of the firm, while driving a strong control framework
  • College degree or equivalent work experience
  • Series 99 or equivalent required within 120 days
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