JPMorgan JP Morgan Wealth Management - Digital Service 

United States, Texas, Plano 

883954569

Job Responsibilities:

• Lead a team of Direct Reports along with assisting with two adjacent functional teams and the associated front-line managers, to ensure all assigned functions within stated service levels
• Drive a high-performance culture to meet the highest standards of quality client service
• Acting in accordance with the requisite responsibilities in an Associate level management position
• Serve as the Subject Matter Expert on responsible functions, as well as associated product offerings assigned to this position (i.e., Self-Directed Investing, Account Transfers & Alerts Processing, Secure Message Center, Legal Document Advanced Support processing
• Responsible for owning assigned work queues/tasks needed to support the product offering and ensuring work is completed within established time frames
• Assist with the development and implementation of Operational Policies, Procedures, associated Risk & Controls, and Metrics & Reporting on the new operating environment
• Recommends and implements enhancements to improve effectiveness and efficiency of services and systems
• Represent the department as well as present business updates to senior management
• Lead by example to bring our core values to life, specifically the critical focus of creating an inclusive environment where a diverse workforce can thrive
• Deliver strong business results with a focus on efficiency while evolving the organization to become a strategic asset for the growth plans of J.P. Morgan Wealth Management
• Execute all objectives within a highly controlled and regulated environment, surpassing all standards, testing, and audits

Required qualifications, capabilities, and skills:

• Must hold or obtain FINRA Series 7, 63/66, Series 24 or 9/10 or obtained within timeframe (i.e. 90 days) as outlined in job offer, in addition to meeting FINRA continuing education requirements
• Strong knowledge of brokerage industry regulatory requirements, market data and financial instruments
• Self-starter with a high sense of urgency and professionalism, with demonstrated the ability to handle multiple concurrent issues within strict time frames
• Strong analytical skills with a close attention to detail, demonstrating a focus on continuous process improvement
• Excellent leadership skills of employees and projects, with a strong track record of delivering projects and programs of work that drive growth
• Exceptional communication skills, with internal and external customers as well as team members, and able to collaborate effectively across all levels of the organization
• Strong organizational skills

Preferred qualifications, capabilities, and skills:

• Bachelor’s degree in business administration, Finance, Economics, Accounting, or a related field, or experience in leading brokerage teams, and/or contact centers preferred
• 5+ years of experience in financial services, preferably with experience in wealth management, a private bank, or a closely related financial services organization, with a focus on customer service and support preferred
• Prior experience with Chase Wealth Management Brokerage lines of business a plus