J.P. Morgan Wealth Management - Senior Associate, Process Manager

JPMorganChase; Plano (TX); On-site; USD 100,000 - 180,000; Full time

Job summary

JPMorganChase is seeking a Process Improvement Manager within J.P. Morgan Wealth Management to drive automation, analytics, and AI-enabled process enhancements.

You will partner with Operations, Service, Product, Technology, and senior leadership to develop scalable, measurable improvements across the Wealth Management platform. The role focuses on transforming business processes through automation, low-code development, and intelligent analytics to improve efficiency, reduce risk, and enhance

Qualifications

• Strong coding and solution-development skills with Python/SQL/JavaScript to build automations and analytics.
• Advanced experience with Power Platform (Power Apps and Power Automate).
• Experience with Alteryx for workflow automation.
• Experience using AI tools, LLMs, Copilot, prompt engineering, and AI Analytics.
• Experience building dashboards with Tableau/Power BI.
• Ability to work with multiple data sources and perform advanced data analysis.
• Familiarity with SharePoint Online and Microsoft Lists.

Responsibilities

• Lead continuous improvement initiatives across JPMWM Service & Supervision.
• Own process improvement and tech-enabled initiatives from discovery to implementation and governance.
• Create custom solutions using coding, low-code, automation, and AI capabilities.
• Leverage AI to enhance reporting and automate recurring tasks.
• Manage feedback programs like Most Wanted Improvements and Send US Feedback.
• Create executive dashboards and management reporting for business decisions.
• Collaborate with Product and Technology to design and implement solutions.
• Assess emerging technologies for AI, automation, and workflow modernization.

Skills

Python

SQL

JavaScript

Power Platform

Power Apps

Power Automate

Alteryx

AI governance

Tableau

Power BI

Data analysis

SharePoint Online

Microsoft Lists

Low-code platforms

Education

Bachelor's degree

Tools

SharePoint Online

Microsoft Lists

Power Platform

Job description

Job Description

Join J.P. Morgan Wealth Management and help shape the future of how we serve advisors and clients. As a Process Improvement Manager, you'll have the opportunity to combine business strategy, technology, automation, analytics, and AI to reimagine processes and deliver meaningful improvements across a dynamic Wealth Management organization. This high-impact role is ideal for an innovative, hands‑on problem solver who is passionate about building scalable solutions, simplifying complex work, and turning ideas into measurable business outcomes.

Role Overview

J.P. Morgan Wealth Management is seeking an innovative and technically skilled Process Improvement Manager to join the Service & Operations Support organization. This role sits at the intersection of business strategy, process improvement, automation, and AI enablement, driving solutions that improve operational efficiency, reduce risk, and enhance advisor and client experiences.

The successful candidate will identify opportunities to transform business processes through automation, low-code development, advanced analytics, and artificial intelligence. This individual will partner closely with Operations, Service, Product, Technology, and senior leadership teams to develop scalable solutions that simplify work, generate actionable insights, and support strategic business objectives.

Key Responsibilities

• Driving continuous improvement initiatives across JPMWM Service & Supervision
• Owning process improvement and technology-enabled initiatives from discovery and requirements gathering through solution design, development, testing, implementation, governance, adoption, and ongoing enhancement.
• Create custom solutions using programming languages, low-code platforms, automation tools, and AI capabilities to solve complex business problems and drive operational efficiencies.
• Leveraging AI capabilities to enhance reporting, streamline analysis, automate recurring tasks, identify trends, and improve decision-making
• Managing and evolving service, advisor, and operational feedback programs, including Most Wanted Improvements and Send US Feedback
• Creating executive dashboards, analytics, and management reporting that drive business decisions
• Partnering with Product and Technology teams to evaluate, design, and implement strategic solutions
• Assessing emerging technologies and identifying opportunities for AI, automation, and workflow modernization

Additional Responsibilities

• Translate business challenges into scalable technology-enabled solutions
• Design and maintain operational reporting and performance measurement frameworks
• Lead requirements gathering and document business requirements, process logic, solution designs, testing criteria, controls, and implementation needs to support effective delivery, adoption, governance, and ongoing solution maintenance.
• Review operational trends, service & advisor feedback, and escalation data to identify improvement opportunities
• Perform root cause analyses and develop recommendations for sustainable corrective actions
• Prepare executive-level presentations, business cases, and strategy updates
• Ensure solutions align with applicable risk, controls, governance, and firm standards
• Serve as a subject matter expert for automation, AI, and process optimization initiatives

Preferred Skills & Qualifications

Technical & Automation Skills

• Strong coding and solution-development skills, including experience using programming languages such as Python, SQL, JavaScript, or similar technologies to build automations, analytics, integrations, and business applications.
• Advanced experience with Power Platform, including Power Apps and Power Automate
• Strong experience developing workflow automations and business solutions using Alteryx
• Experience leveraging AI tools, Large Language Models (LLMs), Microsoft Copilot, prompt engineering, and AI-assisted analytics to improve business processes
• Experience developing dashboards and visualizations using Tableau, Power BI, or similar business intelligence tools
• Ability to work with multiple data sources and perform advanced data analysis
• Experience with SharePoint Online, Microsoft Lists, and workflow-enabled solutions
• Understanding of Intelligent Solution & AI governance, responsible AI practices, and enterprise technology controls

Business & Leadership Skills

• Strong problem-solving and analytical capabilities
• Ability to independently identify opportunities and build solutions from concept to implementation
• Excellent communication and executive presentation skills
• Strong organizational, prioritization, and project management skills
• Experience managing multiple concurrent initiatives in a fast-paced environment
• Ability to influence and collaborate across Operations, Service, Product, Technology, and senior leadership teams
• Ability to translate operational pain points into solutions with measurable business outcomes, including efficiency gains, risk reduction, quality improvements, capacity creation, and enhanced advisor, client, or employee experiences.

Preferred Qualifications

• Curious, hands‑on problem solver with strong business acumen and technical fluency
• Demonstrates a builder mindset and independently identifies opportunities for improvement
• Challenges existing processes and looks for smarter, more efficient ways of working
• Translates ambiguous business problems into clear, well‑defined requirements
• Develops practical, scalable solutions that address business needs
• Analyzes data to identify insights and support decision‑making
• Builds automations and leverages AI to improve processes and efficiency
• Documents business and technical requirements clearly
• Partners effectively with Technology and Product teams to deliver solutions
• Presents recommendations and insights confidently to senior leaders
• Focuses on delivering measurable business outcomes
• Operates within a strong risk, controls, and governance framework

About Us

JPMorganChase, 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 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.