JPMorgan Wealth Management USPB Client Onboarding Team Lead Vice President 

United States, Ohio, Columbus 

974217747

Job Responsibilities

• Partner with the client & client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices
• Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms
• Serve as point of contact for account opening issues
• Act as a subject matter resource on account opening policies and procedures

Required qualifications, capabilities and skills

• Team management experience with 5+ years of experience within a financial services, operational or compliance fields
• Strong written and oral communication skills with a sense of urgency and ability to prioritize/multi-task
• Ability to get up to speed quickly with new or unfamiliar subject matter and work under pressure with fixed deadlines
• Strong client focus and ability to partner with various internal groups and client coverage
• Independent, self-motivated, with an ability to adapt and be flexible in a team environment
• Ability to communicate clearly and confidently; able to influence internal and external stakeholders
• Ability to directly address conflicts and escalate issues where appropriate
• Strong analytical, prioritization and organizational skills with strong risk and controls awareness
• Capacity to think laterally and convey an understanding of the big picture
• Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
• Demonstrated experience as a key contributing member of a high performing organization

Preferred qualifications, capabilities and skills

• FINRA series 99
• Client Onboarding and/or documentation analysis experience preferred.
• Prior experience in Account opening, AML &/or KYC a plus.