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 year

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.

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