Wealth Management, Global Maintenance - Process Automation and Analytics Manager - VP at JPMorgan Chase Bank, N.A. in Newark, Delaware

Job Description:

Wealth Management Operations: Global Maintenance Product - Intelligent Automation/Analytics Manager

The Global Maintenance Product - Intelligent Automation/Analytics team is comprised of highly dedicated individuals who are responsible for all aspects of the automation and data analytics Private Banking, CWM and JPMS accounts. The teams interacts with a variety of internal groups including, but not limited to: Client Onboarding, Investors, Bankers, Middle Office, Operations, Client Services and Fiduciary Officers in an effort to assist with client requests, inquiries and/or issues. The team consists of Associates and Vice Presidents responsible for all aspects of intelligent automation, utilizing Alteryx, Xceptor, Tableau and relationships with Robotics and SWAT teams in order to create process efficiencies, reduce risk, implement controls, etc. Primary responsibilities will include: partnering with requesting teams to capture automation requirements; prioritizing and providing timelines for projects; creating workflows in Alteryx and Xceptor, as well as dashboards in Tableau; extracting client, account and ticket data in support of ad hoc data requests.

Key Responsibilities

• Partner with business contacts to document and understand requirements for automation opportunities
• Implement solutions within Alteryx, Xceptor and Tableau to create efficiency across the organization
• Partner with Robotics and SWAT teams on solutions that cannot be handled in the intelligent automation toolset available to the team
• Create training documentation, procedures, presentations for workflows in Alteryx, Xceptor and Tableau
• Perform data analysis for client and account information based on ad hoc requests
• Identify and communicate issue trends based on data analysis
• Investigate opportunities to reduce costs, provide automation, and analyze fluctuations in key metrics
• Anticipate challenges and implement solutions in order to manage the expectations of the internal business partners for a positive client experience
• Ensure timely and concise communication with key business partners and senior management
• Ensure compliance with Global Information Risk activities (Identity and Access Management; Recertification of distribution lists, shared drives, databases, and applications)
• Partner with Business, Operations and Technology colleagues for timely delivery of projects within scope, budget and time
• Participate in defect and issue resolution during QA and UAT testing cycles

Qualifications

• Advanced knowledge in Alteryx, Xceptor and Tableau
• Knowledge of data sets utilized within USPB, CWM, JPMS and WorkHub
• Demonstrated ability to successfully lead teams within changing control/regulatory environment
• Excellent written and verbal communication skills
• Team player with excellent organizational, multitasking and prioritizing skills
• Strong attention to detail and ability to work independently
• Represent Operations as subject matter expert on cross-functional operational initiatives, effectively communicating the status and issues to interested parties
• Partner with Asset Management Oversight & Control and PB Risk to increase risk awareness and drive efforts to strengthen the control environment
• Strong knowledge of Operational Risk / Control
• Strong Leadership Skills
• Excellent verbal / written communication skills
• Self-directed and motivated
• Strong organizational and time management skills, including prioritization
• Results oriented - execute tasks and initiatives effectively and efficiently
• Strong relationship Building / Partnership
• Ability to negotiate / influence others outside of direct reporting responsibility
• Ability to think strategically and execute a strategic plan
• Ability to multi-task in a fast paced environment
• Strong analytical and problem solving skills
• Ability to interface with both Technology and Business Partners to develop project requirements
• Proficient in Microsoft tools, including Excel (Pivot Tables, Advanced Formulas, and Conditional Formatting)

Preferred Experience

• Minimum of 5 years operations experience
• Project management experience
• A solid understanding of Private Banking products and services is preferred
• In-depth knowledge of financial products with an understanding of the attributes of investment products, as well as related calculations

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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