Wealth Management Client Onboarding – Change and Delivery, Executive Director
Wealth Management Operations Summary
Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan’s Asset Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Global Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups
Client Onboarding – Change and Delivery
The Client Onboarding Change and Delivery Team supports the Client Onboarding Operations team, which is centrally in charge of client onboarding responsibilities in coordination with our bankers and business partners across both the Know-Your-Client (KYC) process as well as Account Opening activities.
The Change and Delivery Executive Director will play an integral part in reshaping and reengineering key operational processes within Asset Management to enhance operational service. The incumbent will be responsible and accountable for the end to end delivery of initiatives that improve service, enhance controls, and drive efficiency. The successful candidate will drive issue resolution, collaborate with internal and external stakeholders to execute consistently on deliverables and communicate status updates and strategic direction to community. The incumbent will also be accountable for building and leveraging a network of partners in the Asset Management to drive the overall success of the model.
To be successful, the selected candidate must have a strong background in leadership management disciplines, process design and reengineering, people management and program management (PMO). The candidate must have a proven track record of effective leadership relative to change management and process re-engineering.
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