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.
Wealth Management (WM) is part of the Asset & Wealth Management (AWM) business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.
WM Client Onboarding – Change Management
The WM Client Onboarding Change Management team is a part of the larger Business Management organization which supports the Client Onboarding Operations team. The Client Onboarding Operations organization 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 individual will be part of the Change Management Team that globally supports changes to the operating model, processes and technology working in a Project Management role to drive forward initiatives to help facilitate control integration and operational efficiency.
Responsibilities (includes below but not limited to)
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