Wealth Management, LATAM Client Onboarding Business Manager, Associate
Req #: 180083190
Location: Brooklyn, NY,US
Job Category: Asset Management
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan's Asset & Wealth Management line of business. The Private Bank is the world's premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.
The global focus of Client Onboarding (COB) is Anti Money Laundering (AML), Know Your Client (KYC) and account opening/maintenance. COB has increased and led to new roles and opportunities within JP Morgan. WM has established a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML, KYC, and Account Opening/Maintenance requirements. This is a great opportunity for the right individuals to work with a fast paced dynamic team and to help drive COB's strategic initiatives within the firm.
A strong sense of ownership and responsibility
Drives results through influencing, people management, communication, partnership and collaboration
Comfortable with change, ambiguity, debate, conflict and informed risk taking
Multi-tasker who can manage multiple streams of work concurrently
Willingness to make decisions and/or recommend solutions, while ensuring buy in from stakeholders
Builds a sense of community, creating a positive team environment and modeling a global, diverse mindset and inclusive behavior
Proactive and strong attention to details
Technical (software) and data analytics savvy
Communication management supports on the development of business reviews, presentations for senior audiences, communication plans, trainings, etc
Responsible for the content creation and implementation of quarterly decks for Onboarding Off-site and Town Hall Meetings
Project management supports Latam Onboarding Co-Heads with all aspects of tactical & strategic initiatives impacting COB LatAm
Responsible for maintaining, safeguarding and keeping up-to-date SOPs, desktop guidelines, etc.
Develop excellent working relationships with Global Change and Delivery team, Quality Control, and BSO to be the point of contact for procedures and provide trainings as necessary
Owner of certain COB Administrative needs as delineated by direct manager
The above list of responsibilities may be revised as the COB develops further strategies
BS/BA Degree - Accounting, Finance, or Business preferred or equivalent military experience
5 to 7 years of experience with in a financial services, operational or compliance fields
Strong experience influencing internal and external stakeholders
A "can do" attitude is a must with a passion for driving best practices
Strong written and oral communication skills with ability to communicate clearly and confidently
Able to address conflicts and escalate issues as appropriate
Strong analytical, prioritization and organizational skills
High level of risk and controls awareness
Maintains a sense of urgency and ability to prioritize/multi-task
Able to successfully navigate a complex infrastructure that involves numerous groups and individuals
Consultative in approach, understanding and anticipating client's needs and proactively delivering solutions
Demonstrated experience as a key contributing member of a high performing organization
Able to work under pressure and to fixed deadlines
Strong proficiency in MS Powerpoint, Excel, Project Management, Access and Word
Language skills Spanish and/or Portuguese (reading, writing and speaking) is strongly preferred
Jpmorgan Chase & Co.