As a Wealth Management-IPB Cash-Team Leader within J.P. Morgan Asset & Wealth Management, you will manage day-to-day cash operations for Private Bank clients, ensuring compliance with regulatory requirements and optimizing processes. You will collaborate with global teams to drive transformation and innovation, while promoting a collaborative and inclusive work environment.
Job Responsibilities:
- Manage day-to-day operations, including monitoring and processing cash movements, managing exceptions, and enriching client money transfers.
- Support investigations into payment issues, handle fund returns and amendments, and ensure compliance with regulatory reporting requirements for EU and Asia.
- Contribute to process optimization by supporting operational model changes, managing error reports, and leveraging AI/ML and other advanced technologies.
- Assist in meeting market/currency deadlines, handling exceptions and escalations, training, operational controls, and policy adherence.
- Collaborate with Client Services, Bankers, Treasury Services, and other Operations organizations to enhance client experience.
- Support the transformation agenda and work with global teams to drive innovation.
- Assist in effective communication and influence within the team and with stakeholders.
- Operate effectively in a high-volume, rapid-paced, deadline-oriented environment.
- Proactively manage escalations, promote process improvement ideas, share best practices, manage risk, identify issues, and escalate as necessary.
- Support the creation of an effective control environment, assist in developing, implementing, and periodically performing key controls.
Required qualifications, capabilities, and skills:
- Experience in Financial Services, Operations, or management in Investment Banking or Wealth Management operations.
- Strong ability to build relationships and influence colleagues, business leaders, and functional partners.
- Strong industry experience with an understanding of standards.
- Consultative approach, understanding and anticipating business partner needs.
- Collaborate effectively with Operations Leaders and key partners.
- Drive critical thinking, proactively seek out best practices.
- Highly motivated individual with problem-solving abilities and transformation expertise.
Preferred qualifications, capabilities, and skills:
- Graduate Degree; MBA or other postgraduate degree is preferred.
- Knowledge of various automation tools and AI/ML understanding.
- Willingness to work in US, ASIA & EMEA shifts.
- Excellent written and verbal communication skills.
- Good analytical skills with attention to detail, quick grasping, and retention.
- Coordination and teamwork; Exception handling and subject matter expertise.
- Time management, flexibility, and adaptability to changes.