Jobs at Jpmorgan in United States, Tulsa

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.
• 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.

Job responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required qualifications, capabilities and skills

• Five plus years lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Deep local connections and market knowledge

Preferred qualifications, capabilities and skills

• Bachelor’s degree and formal credit training preferred
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate