Asset & Wealth Management - Client Onboarding - Vice President

at  JPMorgan Chase Co

JOB DESCRIPTION

Are you interested in the opportunity to establish great relationships with new clients? Join our team!
Our Wealth Management Client Operations team plays a pivotal role in the process of welcoming and retaining clients across the Global Private Bank and J.P. Morgan Wealth Management businesses. Our global team of more than 1,200 employees is committed to delivering a seamless and first-in-class client experience through the initial onboarding of new accounts and all post-onboarding account maintenance events, while leveraging innovative and scalable capabilities within a risk-focused framework.

JOB SUMMARY:

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Our Asset and Wealth Management Operations organization serves our clients, partners, and people in creating a differentiated experience through everyday excellence and in moments that matter. The value we create is a diverse, inclusive, and innovative culture that drives sustained, scalable outcomes for our clients and our people.
As a Client Onboarding Vice President, you will be part of the team responsible for setting the tone of our client relationships by ensuing their accounts, products and services are available quickly and seamlessly. You will learn the account and product setup process from end-to-end, including collecting and vetting client information and eligibility for products, and opening accounts for use. You will work closely with our front office banking and operations teams to capture client preferences and configure products. This hands-on learning opportunity will expand your knowledge and understanding of the Asset and Wealth Management client segment and product offering.

REQUIRED QUALIFICATIONS, CAPABILITIES, AND SKILLS:

• 12+ years of relevant experience. preferably within a financial services, operations or compliance field.
• Continuous innovative mindset, questioning conventional ways of managing the business and driving change to improve processes.
• Ability to adapt to a rapidly changing business and technological environment.
• Ability to influence and collaborate with stakeholders and functional business partners using effective communication and interpersonal skills.
• Strong sense of accountability and ownership over quality and best practices to ensure an optimal client experience.
• Willingness to proactively address conflicts and escalate issues with a risk and controls mindset.
• Should have experience working on transformation project including Tactical and Strategic
• Experience in managing large teams and also Manager to people Manager
• Excellent verbal and written communication skills
• Proficient in making presentations, scorecards and presenting data to senior stakeholders
• Volume analysis, capacity planning and HC assessment are an added advantage.

PREFERRED QUALIFICATIONS, CAPABILITIES, AND SKILLS:

• Prior managerial experience.
• Experience in client onboarding, account opening, underwriting, documentation analysis or related field.
• Anti-Money Laundering or Know Your Client background a plus.
• Bachelor’s degree or equivalent experience preferred.

ABOUT US

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

As a successful candidate you will:

• Manage daily work assignments and priorities, ensuring goals and Service Level Agreements are consistently met.
• Manage the team’s performance against Key Performance Indicators and objectives while analyzing metrics to identify opportunities for improving the overall client experience.
• Investigate and resolve escalated client onboarding issues through effective collaboration with functional partners, regional business managers and client-facing teams.
• Regularly communicate with Business Managers and Private Bankers to ensure client onboarding expectations are met.
• Oversee talent recruitment, training, and career/performance development of team members.
• Identify opportunities to improve processes and tools through engagement with transformation partners.
• Engage with Business and Project teams on a regular basis to agree on Book of work and timelines.
• Chair regular senior level governance forums and ensure timely communication on all aspects including but not limited to Project Timelines, Capacity, upcoming Tasks, etc