Wealth Management Client Operations Lead - Executive Director

Join JPMorgan Chase's Wealth Management team as a Client Operations Lead. Drive compliance and service excellence in a dynamic environment. Partner with global teams to enhance client operations through innovation and strategic initiatives. Be part of a team that values leadership, collaboration, and continuous improvement. Elevate your career by transforming client experiences in financial markets.

 

Job Summary:

As a Client Operations Lead within the Wealth Management Client Operations team, you will partner with global business-facing teams to ensure compliance and meet day-to-day deliverables. You will identify opportunities for automation and service improvement, maximizing productivity and quality. Your leadership will drive team development and enhance client experiences.

Job Responsibilities:

• Partner with Middle and Front office teams for client onboarding and account maintenance.
• Drive results through leadership, communication, and influence.
• Function effectively in a high-volume, deadline-oriented environment.
• Manage KPIs to ensure quality and timeliness.
• Serve as an escalation point for Client Operations issues.
• Promote process improvement and share best practices.
• Support consistent hiring and performance management.
• Manage risk, identify issues, and escalate as needed.
• Assess process and system improvements, providing solutions.
• Create an effective control environment within the team and build partnerships with onshore leads through communication and governance.

Required Qualifications, Capabilities, and Skills

• 12+ years of experience in Financial Services or Operations.
• Proven leadership in strategic change management and process re-engineering.
• Experience managing across multiple locations.
• Strong relationship-building and influencing skills.
• Industry experience with understanding of standards and networking.
• Consultative approach, anticipating business partner needs.
• Critical thinking and proactive best practices.
• Motivated with advanced strategy and problem-solving skills.
• Commercial background with ability to transform operations.
• Knowledge of automation tools and AI/ML understanding.

Preferred Qualifications, Capabilities, and Skills:

• Client Operations experience in Investment Banking or Wealth Management.
• Experience in technology-driven projects.
• Strong industry networking and peer relationships.
• Ability to collaborate with Operations Leaders and key partners.
• Understanding of client needs and impact on relationships.
• Proven ability to transform operations across business areas.
• Advanced interpersonal and communication skills.

JPMorganChase, 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.