J.P. Morgan Wealth Management - Senior Associate, Process Manager

Join J.P.

Morgan Wealth Management and help shape the future of how we serve advisors and clients.

As a Process Improvement Manager, you'll have the opportunity to combine business strategy, technology, automation, analytics, and AI to reimagine processes and deliver meaningful improvements across a dynamic Wealth Management organization.

This high-impact role is ideal for an innovative, hands-on problem solver who is passionate about building scalable solutions, simplifying complex work, and turning ideas into measurable business outcomes.

Role Overview

J.P.

Morgan Wealth Management is seeking an innovative and technically skilled Process Improvement Manager to join the Service & Operations Support organization.

This role sits at the intersection of business strategy, process improvement, automation, and AI enablement, driving solutions that improve operational efficiency, reduce risk, and enhance advisor and client experiences.

The successful candidate will identify opportunities to transform business processes through automation, low-code development, advanced analytics, and artificial intelligence.

This individual will partner closely with Operations, Service, Product, Technology, and senior leadership teams to develop scalable solutions that simplify work, generate actionable insights, and support strategic business objectives.

Key Responsibilities

The candidate will join a team responsible for:


* Driving continuous improvement initiatives across JPMWM Service & Supervision


* Owning process improvement and technology-enabled initiatives from discovery and requirements gathering through solution design, development, testing, implementation, governance, adoption, and ongoing enhancement.


* Create custom solutions using programming languages, low-code platforms, automation tools, and AI capabilities to solve complex business problems and drive operational efficiencies.


* Leveraging AI capabilities to enhance reporting, streamline analysis, automate recurring tasks, identify trends, and improve decision-making


* Managing and evolving service, advisor, and operational feedback programs, including Most Wanted Improvements and Send US Feedback


* Creating executive dashboards, analytics, and management reporting that drive business decisions


* Partnering with Product and Technology teams to evaluate, design, and implement strategic solutions


* Assessing emerging technologies and identifying opportunities for AI, automation, and workflow modernization

Additional Responsibilities


* Translate business challenges into scalable technology-enabled solutions


* Design and maintain operational reporting and performance measurement frameworks


* Lead requirements gathering and document business requirements, process logic, solution designs, testing criteria, controls, and implementation needs to support effective delivery, adoption, governance, and ongoing solution maintenance.


* Review opera...