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Wealth Management - CWM Operations, Digital Wealth Management - Middle Office Operations Team Lead - Associate

Req #: 180023054
Location: Columbus, OH, US
Job Category: Asset Management
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.


Position Summary:

As a Digital Wealth Management - Middle Office Operations team lead for Chase Wealth Management, your responsibilities may include, but are not limited to:

  • Acting in accordance with the requisite responsibilities in an Associate level management position

  • Lead a team of approximately 8 Investment Specialists who will provide Middle Office support for the firm’s Digital Wealth Management (DWM) strategy for self-directed retail investors.  The team will have broad and deep experience in front, middle and back office operations as they play a role in supporting clients in handling escalated client issues that require expertise to research and resolve.  Resolution of these problems will cover matters ranging across products/services, asset transfer, money movements, tax/cost basis, dividends/corporate actions and other misc. operational processes.

  • Manage and directs overall team activities and monitors progress                      

  • Assist with the development and implementation of Operational Policies and Procedures and associated Risk & Controls, Metrics and reporting on the new operating environment

  • Recommends and implements enhancements to improve effectiveness and efficiency of services and systems

  • May present business updates to senior management


  • Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting or a related field
  • Requires Securities industry experience
  • Preferably 3-5 years of experience, ideally in front, middle and back office operations
  • Requires prior leadership experience
  • FINRA Series 7/66 and Series 24 required
  • Strong written & verbal communication skills
  • Outstanding problem solving skills
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