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Chase · 2 days 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/yr

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As the Vice President, Case Management Operations Manager, you will lead Client Service/team Leaders overseeing teams of Case Managers, guide cross-functional partnerships, implement process enhancements, and ensure all team members have the tools needed to excel in delivering a seamless client experience.

BankingFinancial 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

FINRA Series 7FINRA Series 63Investment services knowledgeOperational risk managementTeam leadershipCommunication skillsOrganizational skillsProblem-solving

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