Private Banking Operations supports JPMorgan Asset Management, the world's premier service provider for ultra-high-net-worth individuals. As a global leader in asset management services, our clients trust us to develop innovative solutions and to protect, manage and grow their wealth. We offer a wide range of strategies - more than 200 of them - and a depth of market understanding. We have offices in 64 locations and clients all over the world. Our Private Banking teams advise high-net-worth and ultra-high-net-worth individuals and their families from around the world to help protect, manage and grow their wealth across generations.
About Client Information
The Client Information Team is comprised of highly dedicated individuals who are responsible for all aspects of the opening and maintenance of Private Banking accounts. The team interacts with a variety of internal groups including, but not limited to, the Account Opening Group, Investors, Middle Office, Client Services and Fiduciary in an effort to match client's investing experience and objectives with the numerous investing opportunities available within the firm.
Client Information Manager
The Client Information Manager will be responsible for managing the Client Information operations and project groups. Client Information consists of 6 teams; Reference Data, Morgan On-line (MOL) Onboarding, Maintenance, Headsheets, Account Opening and the Project Team. These groups are responsible for on-boarding and maintaining client profiles and accounts on the J.P. Morgan systems and managing CI related projects. The group consists of 80+ members including exempt and non-exempt level team members, team leaders, associate managers and VPs across 3 locations; Newark, Mumbai and Bangalore. This individual is also responsible for leading and executing on the various projects that impact these teams.
Ownership of process management and controls associated with the core operational functions described above. This includes regular creation and review of MIS for quality and timeliness targets
Creation and implementation of process improvement measures
Developing and managing headcount and expense plans
Communication and relationship building with client services, client experience, product and platform, technology, finance and PB ops management and staff
Staff development and people management for Associate and VP officers
Responsible for oversight of functions in tertiary locations (India)
Responsible for creating and maintaining resiliency plans and tests
Manage projects impacting the operations space. This includes, but is not limited to the operations efficiency agenda, client on-boarding and enterprise releases
5-10 yrs operational management experience required
5+ yrs managing team of 25+ employees required
5+ years of financial industry experience preferred
Solid Operations Knowledge required
Strong leadership and managerial qualities
Strong time management and organizational skills
Strong project management skills
Excellent analytical and problem solving skills including issue resolution
Excellent oral and written communication skills
Ability to build and maintain strong relationships with business partners, front and middle office, and technology
Solid aptitude with Microsoft suite (Word, Excel, PowerPoint)
Highly motivated and ability to work independently
Detail oriented and able to prioritize multiple projects and/or tasks
Ability to think creatively and recommend/implement process improvements
US-DE-Newark-CC - Ops 3 / 00768
Asset & Wealth Management
JPMorgan Chase - 22 months ago
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