J.P. Morgan Wealth Management - Vice President, Business Process Manager

JPMorganChase; Plano (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

JPMorganChase is seeking a Vice President, Business Process Manager within Wealth Management to drive cross-functional partnerships and operational improvements. You will coordinate with Service, Operations, Product, and Controls to translate feedback into actionable themes and measurable outcomes.

The role emphasizes turning recurring pain points into prioritized initiatives, managing a broad range of process improvements, and partnering across governance forums to ensure risk-aware execution.

Qualifications

• Strong process management skills and ability to understand complex workflows.
• Proven issue-resolution discipline with root-cause orientation and escalation management.
• Strong relationship management skills across departments and leadership levels.
• Ability to translate ambiguity and feedback into clear business needs and actions.
• Excellent organization, prioritization, accountability, and attention to detail; manage multiple initiatives independently.
• Risk and control mindset with judgment, documentation discipline, and policy understanding.
• Strong written and verbal communication skills for leadership-ready materials.
• Proficiency in Microsoft Office (PowerPoint, Excel, Word, Outlook).

Responsibilities

• Own relationships with key Operations partners and understand critical processes, handoffs, dependencies, failure points, and escalation paths affecting Service, advisors, and clients.
• Identify and address recurring operational pain points via root-cause analysis, track risks and remediation, drive resolution, and review outcomes to reduce recurrence.
• Manage the Service organization's product book of work including enhancements, new functionality, and service center priorities.
• Partner with Product, Technology, Operations, and Service leadership to define business needs, prioritize demand, track requirements, dependencies, risks, decisions, and outcomes.
• Prepare clear updates for governance forums and leadership discussions.
• Manage and analyze feedback from advisors, service center teams, and relationship management partners to identify friction and improvement opportunities.
• Translate feedback into actionable insights and collaborate across Service, Product, Operations, and Communications.
• Support business-led correction activities with Risk, Controls, Legal, Compliance, Operations, and Service to define impacted populations and timelines.
• Coordinate execution, documentation, stakeholder alignment, status reporting, and post-correction reviews to reduce recurrence risk.

Skills

Process management

Issue resolution

Relationship management

Ambiguity to needs

Organization & prioritization

Risk & controls mindset

Communication skills

MS Office

Tools

MS Office Suite

Job description

Vice President, Business Process Manager within J.P. Morgan Wealth Management

Position Summary

As a Vice President, Business Process Manager within J.P. Morgan Wealth Management, you will join the Relationship Management team within the Service organization, serving as a cross-functional connector across Service, Operations, Product, Controls, and Advisor-facing teams. This role strengthens operational partnerships, manages product demand, translates feedback into actionable themes, and drives resolution of issues impacting the advisor and client experience.

The ideal candidate is a strong operator and relationship manager who can navigate complex processes, identify owners and escalation paths, connect the right stakeholders, and turn recurring pain points into clear priorities and measurable improvements.

Job Responsibilities

Operations Partnership & Issue Management

• Own relationships with key Operations partners and maintain a strong understanding of critical processes, handoffs, dependencies, failure points, and escalation paths impacting Service, advisors, and clients.
• Identify and address recurring operational pain points by supporting root-cause analysis, tracking risks and remediation activities, driving resolution, and reviewing outcomes to reduce recurrence.

Product Book of Work Management

• Manage the Service organization's product book of work, including enhancement requests, new functionality, advisor pain points, and service center priorities.
• Partner with Product, Technology, Operations, and Service leadership to define business needs, prioritize demand, and track requirements, dependencies, risks, decisions, and outcomes.
• Prepare clear updates for governance forums, leadership discussions, and cross-functional working sessions.

Advisor & Service Center Feedback Management

• Manage and analyze feedback from advisors, service center teams, and relationship management partners to identify recurring friction, service challenges, emerging risks, and improvement opportunities.
• Translate feedback into actionable insights and partner across Service, Product, Operations, and Communications to elevate and resolve high-impact themes.

Business Issues & Correction Activities

• Support business-led correction activities, partnering with Risk, Controls, Legal, Compliance, Operations, and Service to define impacted populations, requirements, timelines, dependencies, and execution plans.
• Coordinate execution, documentation, stakeholder alignment, status reporting, and escalation while supporting post-correction reviews to identify improvements and reduce recurrence risk.

Required Qualifications

• Strong process management skills, including the ability to understand complex workflows, identify gaps, and recommend practical improvements.
• Proven issue-resolution discipline, including root-cause orientation, escalation management, action tracking, and follow-through.
• Strong relationship management skills with the ability to build credibility across departments, functions, and leadership levels.
• Ability to translate ambiguity, feedback, and operational friction into clear business needs, recommendations, and action plans.
• Strong organization, prioritization, accountability, and attention to detail; able to manage multiple initiatives and stakeholders independently.
• Risk and control mindset, including sound judgment, documentation discipline, escalation awareness, and understanding of applicable policies and procedures.
• Strong written and verbal communication skills, with the ability to synthesize complex topics into leadership-ready materials.
• Proficiency in Microsoft Office, including PowerPoint, Excel, Word, and Outlook.

Preferred Qualifications

• Experience in Wealth Management, financial services, Service, Operations, Product, Risk, Controls, or an Advisor-facing support environment.
• Experience supporting governance forums, executive-level materials, cross-functional working sessions, or initiatives requiring influence without direct authority.
• Experience with SharePoint, issue tracking tools, workflow management platforms, reporting tools, feedback repositories, or data analysis.
• FINRA Series 7 or Series 99 preferred, but not required

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.