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Wealth Management, CWM Operations – Estate Account Operations Manager – Vice President

Req #: 180024245
Location: Chicago, IL, 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.
 
As part of the ongoing effort to enhance operational effectiveness, efficiency and the client / advisor experience the Chase Wealth Management organization will be establishing a estate account operations group.  This group will provide end to end support for the following client segments in CWM: Legacy CWM Advisors (Chase Investments / Chase Private Client), Self-Directed Investing (YouInvest) and Chase Investments Direct (CID).
 
The team is seeking a strong VP with a proven track record of successfully managing multiple projects, executing against detail-oriented process improvements, and engaging with senior level stakeholders. This individual will have complete ownership of the CWM estate account operations.
 
 
Responsibilities:
  • Manage and develop the end to end processes required to support estate account processing for CWM client segments.
  • Partner with departments across Chase Wealth Management and Wealth Management Operations to implement Process Improvement techniques, refine processes, and provide expert service for all aspects of estate account operations.
  • Proactively manage progress, delivery and overall execution of multiple projects at different stages of development; report on status, risks / issues, and recommend corrective actions to ensure successful completion
  • Manage a strong risk/control environment, ensuring audit / exam preparedness at all times.
  • Review, refine and develop strong operational measurements (daily, weekly, monthly) to include long range forecasting.
  • Prepare updates on project pipeline, progress and metrics for senior executives
  • Demonstrate delivery of valued results through the use of output metrics.
  • Provide thought leadership on strategy and change management.
  • Provide training and guidance on process improvement opportunities, to include implementation within the departments operations.
  • Administer and maintain the CWM Operations Knowledge Management system processes and content for all aspects of estate account operations.
  • At least 10 years of operational leadership experience
  • Knowledge, creativity and experience on business transformation, business improvement, and problem resolution
  • At least 8 years of real experience on different projects involving: project management, process to workflow modeling, problem identification / resolution design, measurable operational and workflow improvement
  • Bachelor’s degree preferred
  • Experience and training in Lean Process Improvement Principles and Operational Excellence
  • Clear interpersonal and communication skills, and ability to articulate complex issues concisely
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