J.P. Morgan Wealth Management - Vice President, Case Management Operations Manager

Join a collaborative team at J.P.

Morgan Wealth Management, where we lead digital client support and communication across multiple platforms.

Our group is committed to delivering best-in-class service, fostering innovation, and supporting the growth of our wealth management business.

Be part of a team that values inclusivity, continuous improvement, and operational excellence.

As the Vice President, Case Management Operations Manager, you will lead Client Service/team Leaders overseeing teams of Case Managers and professionals that may include the Secure Message Center, Digital Support, Debit/Margin & Options, Securities Based Lending, Client Communication, Document Support and/or Transaction processing teams.

You will guide cross-functional partnerships, implement process enhancements, and ensure all team members have the tools needed to excel.

Collaborate with leaders across service centers and locations to deliver a seamless client experience and support the strategic growth of J.P.

Morgan Wealth Management.

Job Responsibilities


* Lead direct reports, including front-line managers, across five functional teams to ensure all functions are completed within stated service levels


* Guide a high-performance culture by modeling core values and fostering an inclusive environment where a diverse workforce thrives


* Serve as subject matter expert for assigned functions and product offerings, including Self-Directed Investing, Securities Based Lending, and Secure Message Center


* Oversee work queues and tasks supporting product offerings, ensuring timely completion


* Develop and implement operational policies, procedures, risk controls, and metrics for the evolving operating environment


* Recommend and implement enhancements to improve service and system effectiveness and efficiency, maintaining a proactive approach to continuous improvement


* Represent the department and present business updates to senior management


* Guide business results with a focus on efficiency and support the strategic growth of J.P.

Morgan Wealth Management


* Ensure compliance with approved procedures, controls, and protocols, maintaining continuous audit readiness and reviewing control testing and metrics adherence


* Lead client experience initiatives by prioritizing key deliverables, advocating for clients, and recommending improvements to the Self-Directed Platform


* Partner with peer teams in the Client Service Center, Advisor Service Center, and Business Service Center, and collaborate with the Manila DSC Vice President to foster cross-team efficiencies and strengthen partnerships between U.S.

and Manila Digital Service Center teams

Required qualifications, capabilities, and skills


* FINRA Series 7, 63 (or equivalent) require, and principal licensing Series 9/10 and ability to hold registration in all 50 states and territories required


* Demonstrate ability to lead, develop, and coach high-performing te...