US Wealth Management Head of Client Service Executive Director

Profile

US Wealth Management Head of Client Service, Executive Director','200030852','!*!

JPMorgan

Chase & Co.

is a leading global financial services firm with assets of more than $2.7

trillion, over 240,000 employees and operations in over 60 countries. It

operates across four business segments including Asset & Wealth Management,

Corporate and Investment Banking, Commercial Banking and Consumer and Community

Banking.

The U.S.

Wealth Management business is focused on helping investors achieve their

long-term financial goals and comprised of the Chase wealth management

business, J.P. Morgan Securities and You Invest - our digital investing

platform. The combined business has ~$400 billion in Assets under Management

and ~4,000 advisors who work out of 3,500 branches and 21 offices.

The Role

This role will manage the Wealth Management Ops, Client Operations

which includes client/advisor Service Center and Digital Wealth Management

Middle Office, The Executive Director Client Operations will work closely with

the Head of AWM Operations in the Philippines  to drive the vision,

strategy and execution of a digital operations solution.  The role will

primarily focus on creating a best in class contact center, managing a

workforce of over 150 employees. The role will focus on scaling a best in class

client and advisor contact center, flexible to the changing needs of the WMCO

business.

Responsibilities

Manage large scale workforce across multiple

states with a focus on employee engagement and developmentDrive

a high performance culture to meet the highest standards of quality client

serviceLead by example to bring to 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 US Wealth Management

Execute all objectives within a

highly controlled and regulated environment; surpassing all standards,

testing, and audits

Communicating strategy and progress

to all levels of the organization, one on one or large gatherings (e.g.

virtual town-halls)

','!*!Qualifications

Bachelor’s degree and MBA,

preferably in Marketing, Business Administration, Finance, Economics,

Accounting or related field

FINRA series 7, 63, 9 & 10

required

10 years of experience in

financial services, preferably with experience in wealth management, a

private bank, or a closely related financial services organization

Experience in contact center

management with

a strong digital focused organization preferred

Knowledge of market data and

financial instruments

Excellent leadership skills, of project teams,

projects, and employees

Exceptional communication skills; must be a

team player and be able to collaborate effectively across all levels of

the organization

Strong track record for delivering complex

projects and programs of work that drive growth

','JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.','Wealth Management','US-OH-Westerville-800 Brooksedge / 54460','US-IL-Chicago-Citadel Center / 52735, US-TX-Plano-Legacy West A / 59693','ASSET & WEALTH MANAGEMENT','Full-time','Standard','Day Job','','J.P. Morgan','J.P. Morgan','US Wealth Management Head of Client Service, Executive Director

Company info

JPMorgan Chase & Co,
Website : http://www.jpmorganchase.com