Apply Now    

Wealth Management, CWM Operations - Business Process Analyst - Associate

Req #: 180037693
Location: Columbus, OH, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
 
J.P. Morgan Asset and 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
Chase Wealth Management Operations supports a business responsible for over $234 billion in assets that generates approximately $1.6 billion in annual revenue:
  • Ranked 12th of 20 firms in JD Power 2016 Full Service Investor Satisfaction Rankings with 723 employees in three primary locations – Columbus, Ohio, Chicago, Illinois, and San Antonio, Texas
  • Providing support for 3.0 million accounts (brokerage, brokerage managed, bank managed, annuity, and 529) and 3,000 advisors, 500 investment assistants, 121 Market Directors, and 67 Supervisory Managers in over 5,000 branches
  • Supporting accounts on the SCPP, Pershing, and OMNI systems with Annuity and 529 plans held directly with the insurance or fund company
  • Overseeing third party and inter-affiliate parties operational metrics, SLAs and initiatives, periodic onsite visits, and testing of services
Position Summary
Chase Wealth Management Operations Control & Governance advocates a culture of shared responsibility for managing risk within the Wealth Management Operations organization through collaborative analysis, great-practices sharing, training & awareness and effective governance and execution of control improvement programs.
 
The Chase Wealth Management Operations Data Protection Associate is accountable to organize, direct, manage, and execute the activities of assigned control reviews and/or initiatives ensuring on time completion, as well as delivery of the stated strategic goals and objectives. The Chase Wealth Management Data Protection Associate will partner closely with business, technology, and other support partners to ensure successful execution of initiatives. 
 
The Chase Wealth Management Operations Data Protection Associate is also responsible for monitoring the details and status of assigned controls, preparing standard and ad hoc updates and reports, identifying and resolving issues, effectively escalating decisions and issues, as well as establishing quality measures and standards that ensure milestones are met.
 
The Chase Wealth Management Operations Data Protection Associate is accountable for oversight and reporting of controls including: Knowledge Management, Privacy & Fraud Identification and Prevention, Employee Onboarding, Licensing & Registration, Consecutive Leave, Records Management, Electronic Communication Review, Clean Desk, and other controls as assigned.
  
Additional responsibilities will include execution of assigned control reviews and/or initiatives ensuring on time completion, as well as delivery of the stated strategic goals and objectives.
 
Clear communication, transparent reporting, and effective presentation building will also be vital elements of the position. The successful candidate will excel at creative thinking and problem solving; be self-motivated, confident and organized and ready to work in a fast-paced, energetic environment.
 
  • Bachelor's degree or equivalent in Business Administration, Compliance, Controls or related field.
  • 1-2 years of experience in financial services, preferably in investment related roles.  Experience in a risk and control function strongly preferred. 
  • Knowledge of regulatory requirements
  • Experience with operational risk analysis, process improvement, developing procedures
  • Experience with line of business applications knowledge a plus
  • Project management experience
  • Change management experience
  • Strong oral and written communication skills
  • Strong process analysis and improvement skills
  • Strong consulting and relationship building skills
  • Ability to effectively escalate and resolve issues
  • Meticulous attention to detail; highly organized
  • Flexibility; ability to adapt and respond quickly to change
  • Mastery of MS Office products and the use of SharePoint as a repository
  • Works independently
  • Recommended: 
    • AML/KYC Knowledge (Know Your Customer)
    • JPMC Systems, Releases and Data Knowledge
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.