JPMorganChase · 8 hours ago
J.P. Morgan Wealth Management - Vice President, Case Management Operations Manager
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Senior Level
$100K/yr - $158K/yrJ.P. Morgan Wealth Management is a leading financial services firm committed to delivering best-in-class service and fostering innovation. The Vice President, Case Management Operations Manager will lead Client Service/team Leaders, oversee teams of Case Managers, and implement process enhancements to support the strategic growth of the wealth management business.
Asset ManagementBankingFinancial Services
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
Qualification
Required
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
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