Wealth Management Client Operations Lead - Executive Director

12 - 16 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: Join JPMorgan Chase's Wealth Management team as a Client Operations Lead where you will drive compliance and service excellence in a dynamic environment. You will partner with global teams to enhance client operations through innovation and strategic initiatives, contributing to transforming client experiences in financial markets. Be part of a team that values leadership, collaboration, and continuous improvement. Key Responsibilities: - Partner with Middle and Front office teams for client onboarding and account maintenance. - 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. Qualifications Required: - 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 the ability to transform operations. - Knowledge of automation tools and AI/ML understanding. (Note: Preferred Qualifications, Capabilities, and Skills section is omitted as per the provided job description),

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