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

JPMorganChase•Chicago, IL

About The Position

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.

Requirements

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 teams across multiple locations
Possess a deep understanding of investment services, brokerage products, and financial markets
Exhibit outstanding communication skills, with a focus on clarity, detail, and effective collaboration
Showcase strong organizational skills and ability to manage multiple priorities in a fast-paced environment
Display a high level of professionalism, urgency, and commitment to delivering results
Bring expertise in operational risk management, controls, and audit readiness within a regulated environment
Serve as an innovative problem-solver with a continuous improvement

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