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Wealth Management - Quality Assurance Lead, Fees and Client Onboarding: Private Bank America - VP

Req #: 170111950
Location: Westerville, OH, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
Firm Introduction: 

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 Description:

We are currently seeking a talented and motivated Quality Assurance Sr Analyst/Team Lead to join our Quality Team of PBA Private Bank Operations. The position responsibilities include monitoring and performing day-to-day quality assurance reviews, facilitating cross functional calibration meetings, providing guidance and consultation to data owners, and working collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm policies and standard operating procedures.


Essential Duties and Responsibilities include, but are not limited to:

  • Exercise sound and independent judgment, have a willingness to take on projects to meet business goals, and take ownership of tasks with a sense of urgency.
  • Perform quality assurance reviews of client Fees and Client Onboarding functions as defined by the program.  Work with members of the Front Office, Business Managers, Client Onboarding, and Fees team  on inquiries in relation to the lifecycle of the fees and new account processes.
  • Contribute to continuous improvement and development of the quality program.
  • Provide general assistance to data owners and approvers.
  • Interpret firm policies and compliance requirements for incorporation into company systems/procedures.
  • Work with members of the Fees and Client Onboarding teams to strengthen, update/create procedures and set controls in place.
  • Participate as required to meet schedules or resolve problems at peer level.
  • Additional responsibilities assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements, etc.
  • Document and deliver information regarding Quality Assurance testing results.
  • Bachelor’s degree in a business field or other field with equivalent work experience
  • Knowledge of financial principles and procedures
  • Knowledge on common banking fees and onboarding practices
  • Attention to detail and diligence
  • Strong interpersonal, written and oral communication skills
  • Self-starter, able to work independently and as part of multicultural teams
  • Proficient in organizing, priority-setting, and issues management
  • Experience using the IPB/PBA Fees / or client onboarding tools and applications
  • Experience in any International Fees would be an asset


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