J.P. Morgan Wealth Management

JOB DESCRIPTION

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

As the Line of Business Corrections Lead within JPMorgan Wealth Management, you will oversee the entire lifecycle of customer correction cases, ensuring precise intake, execution, testing, and reporting. You will collaborate with various business, product, operations, and Legal, Risk, Compliance, and Controls teams. Additionally, as this is a new function within JPMorgan Wealth Management, you will contribute to defining and promoting the business strategy for implementing this process, ensuring appropriate controls and governance are established.

Job responsibilities

• Partner with CCB corrections team and business controls to understand the CCB standard and ensure process is built in accordance with those guidelines
• Identify opportunities to streamline processes, potentially leveraging LLM prompting and intelligent solutions capabilities where possible
• Manage cases from issue intake to execution to ensure corrections are completed in accordance with CCB standards and guidelines
• Scope impacted populations and coordinate cross-functional execution activities
• Lead regular status meetings: set agendas, track milestones, and hold correction partners accountable
• Coordinate customer and front-office communications
• Produce clear reporting on case health, financial impacts, and population metrics
• Develop and maintain documentation and procedures to streamline corrections and mitigate risk
• Identify and resolve data or process roadblocks to ensure on-time completion

Required qualifications, capabilities, and skills

• 6+ years experience in wealth management
• Proven leadership skills and demonstrated ability to make key decisions, and escalate when needed
• Proven project and issue-management skills with demonstrated ability to drive cross-functional collaboration
• Advanced proficiency in Microsoft Excel
• Strong analytical mindset and ability to work with large, complex data sets
• Excellent written, verbal, and presentation skills; comfortable influencing senior stakeholders
• Highly organized, self-motivated, and able to manage multiple priorities in a fast-paced setting

Preferred qualifications, capabilities, and skills

• Deep familiarity with JPMorgan Wealth Management products, systems, and processes
• Previous management experience a plus
• Prior experience developing or refining operational procedures to improve efficiency and control
• Experience with automation and data query, analysis, and visualization tools a plus (e.g. Power Platform, Alteryx, Tableau, etc.)

ABOUT US

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.