Wealth Management Client Operations Lead
2 days ago
JOB DESCRIPTION
Join JPMorgan Chase's Wealth Management team as a Client Operations Lead. Drive compliance and service excellence in a dynamic environment. Partner with global teams to enhance client operations through innovation and strategic initiatives. Be part of a team that values leadership, collaboration, and continuous improvement. Elevate your career by transforming client experiences in financial markets.
Job Summary:
As a Client Operations Lead within the Wealth Management Client Operations team, you will partner with global business-facing teams to ensure compliance and meet day-to-day deliverables. You will identify opportunities for automation and service improvement, maximizing productivity and quality. Your leadership will drive team development and enhance client experiences.
Job 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.
Required Qualifications, Capabilities, and Skills
- 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 ability to transform operations.
- Knowledge of automation tools and AI/ML understanding.
Preferred Qualifications, Capabilities, and Skills:
- Client Operations experience in Investment Banking or Wealth Management.
- Experience in technology-driven projects.
- Strong industry networking and peer relationships.
- Ability to collaborate with Operations Leaders and key partners.
- Understanding of client needs and impact on relationships.
- Proven ability to transform operations across business areas.
- Advanced interpersonal and communication skills.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
-
Wealth Management Client Operations Lead
3 days ago
Bengaluru, Karnataka, India JPMC Candidate Experience page Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per yearJoin JPMorgan Chase's Wealth Management team as a Client Operations Lead. Drive compliance and service excellence in a dynamic environment. Partner with global teams to enhance client operations through innovation and strategic initiatives. Be part of a team that values leadership, collaboration, and continuous improvement. Elevate your career by...
-
Wealth Management Advisor
6 days ago
Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...
-
Senior Wealth Advisor
4 days ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full time US$ 60,000 - US$ 1,20,000 per yearRole & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...
-
Wealth Manager
4 days ago
Bengaluru, Karnataka, India equentis Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLocation – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual...
-
Wealth Advisor
12 hours ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per yearPremium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...
-
Asset and Wealth Management Operations
15 hours ago
Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 6,00,000 - ₹ 18,00,000 per year*JOB DESCRIPTIONASSET MANAGEMENT*Bringing Together Traditional And Alternative Investments, We Provide Clients Around The World With a Dedicated Partnership And Focus On Long-term Performance. As The Firm's Primary Investment Area, We Provide Investment And Advisory Services For Some Of The World's Leading Pension Plans, Sovereign Wealth Funds, Insurance...
-
Head of Wealth Management
1 week ago
Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...
-
Manager
4 days ago
Bengaluru, Karnataka, India Neo Wealth Partners Full time ₹ 1,20,000 - ₹ 1,80,000 per yearCompany DescriptionNeo Wealth Partners (NWP) is a wealth management firm where bankers and the firm work as equal partners to deliver client solutions. Partners operate independently, free from organizational targets, and receive comprehensive support from institutional infrastructure, resulting in sustainable and client-centric engagements. Neo Wealth...
-
Product Owner- Wealth Management
2 days ago
Bengaluru, Karnataka, India Virtusa Full time ₹ 15,00,000 - ₹ 25,00,000 per yearEducation Bachelor degree in Business, Finance, Economics, or a related field.7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.Strong interest in wealth management products and client engagement strategies.Exposure to or experience with agile development methodologies is a...
-
Asset and Wealth Management
4 days ago
Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob DescriptionAbout Goldman SachsThe Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New...