The Wealth Management Operations - Rapid Development team is comprised of highly dedicated individuals who are responsible for all aspects of the automation and data analytics for the Wealth Management Operational Excellence organization The team strives to re-envision processes to meet increasingly complex client and industry demands.

The Transformation Lead provides stakeholders a level of service to educate on the automation and reporting toolset at our disposal while also collecting opportunities and defining inefficiencies in their spaces. These opportunities are then allocated to the proper channels that can assist and develop solutions via intelligent automation tools to create process efficiencies, reduce risk, implement controls, etc. Primary responsibilities include: partnering with requesting teams to capture automation requirements; prioritizing and providing timelines for projects; influencing stakeholders and generating ideation to make processes better and build the super user community in the organization.

Success in the role requires creating an environment of continual innovation based on data interpretation, customer / stakeholder interviews and adopting latest digital technologies to provide excellent client service and streamlined employee experience. Positive business impact needs to be evidenced through key performance indicators to demonstrate the value of the role to the business.

Responsibilities:

• Partner with business contacts to document and understand requirements for automation opportunities including documenting current state process in Signavio
• Implement solutions within Alteryx, Xceptor and Tableau to create efficiency across the organization
• Partner with Business, Operations and Technology colleagues for timely delivery of projects within scope, budget, and time
• 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 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)
• Participate in defect and issue resolution during QA and UAT testing cycles
• Partner with other Change Mobilization teams on solutions that cannot be handled in the intelligent automation toolset available to the team
• Partner with Control and Risk partners to increase risk awareness and drive efforts to strengthen the control environment
• Represent Operations as subject matter expert on cross-functional operational initiatives, effectively communicating the status and issues to interested parties

Core Skills and Behaviors:

• Data & Tech Literacy - Leverages data analytics and digital skills to create new insights and deliver well designed applications that together support business transformation
• Continuous Improvement - Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our operating platform
• Market & Product Knowledge - Demonstrates a thorough understanding of our products, systems, and end to end processes, and keeps abreast of market and industry trends
• Client Engagement & Collaboration - Builds long term, trust-based relationships with clients and internal stakeholders to deliver solutions that create strategic value
• Teamwork & Leadership - Implements organizational structures and management practices that inform, empower, and enable staff to optimally deliver against their business goals
• Risk, Controls & Conduct - Champions our How We Do Business culture at all times, and applies a preventative controls mind-set wherever possible to manage & mitigate risk

Qualifications:

• Proficient in Intelligent Solutions tools such as Alteryx, Xceptor and/or Tableau
• Ability to interface with both Technology and Business Partners to develop project requirements
• Skill to think strategically and execute a strategic plan
• Demonstrated ability to successfully lead teams
• Excellent written and verbal communication skills
• Strong knowledge of Operational Risk / Control
• Strong organizational and time management skills, including prioritization
• Results oriented - execute tasks and initiatives effectively and efficiently
• Strong relationship building and partnership skills
• Ability to negotiate and influence others outside of direct reporting responsibility
• Ability to multi-task in a fast-paced environment
• Strong analytical and problem-solving skills
• 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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans