Job responsibilities
- Quality assurance activities including performing off the phone testing of processes and procedures
- Assist in developing, writing, and maintaining procedures; Evergreen ownership of designated procedures within JP Morgan Wealth Management Answers
- Monitoring and reporting on important metrics
- Perform analyses using spreadsheet and database tools; make recommendations to management based on findings
- Building and delivering communication and training to Team Leaders
- Liaise between organizations, across sites, lines of business, and various teams to represent the business
- Identify and report areas for process improvements, gaps, or outages; build cases studies and documentation to perform needs analysis
- Root cause analysis and evaluation
- Frequently leads projects/complex assignments with little supervision. Ensures projects are completed according to established timelines and budget
- Responsible for writing charters, requirements, and collecting/organizing documentation as well as preparing presentations for Sr. or Executive Management
Required qualifications, capabilities, and skills
- Minimum of three years of related experience or financial services industry experience
- Strong compliance record in prior position(s)
- Experience in writing and preparing presentations, training materials, or test scenarios
- Excellent oral and written communication skills. High degree of comfort presenting information to large audiences at various levels of the organization
- Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions
- Strong analytical/problem solving skills
- Experience identifying areas for process improvement and creating efficiency within a process
- Strong time management and prioritization skills
- Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
- FINRA Series 7 licensing required
Preferred qualifications, capabilities, and skills
- 1-2 years sales and relationship management experience preferred with a proven track record of success
- Proficiency with Windows, Microsoft Office (Word, Excel, PowerPoint, Outlook, etc.), SharePoint, Webstats (strongly preferred)
- Bachelor’s degree preferred or equivalent work experience required