Chase · 11 hours ago
J.P. Morgan Wealth Management - Vice President - Business Practices Team Lead
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid Level
4+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. The Vice President - Business Practices Team Lead will oversee a team dedicated to ensuring systems, processes, and policies support financial advisors while driving continuous improvement and safeguarding the firm's reputation.
BankingFinancial Services
Responsibilities
Lead and Develop Talent: Supervise, mentor, and inspire a team of associates, fostering a culture of curiosity, accountability, and high performance. Provide ongoing coaching and professional development to ensure consistent, high-quality service
Drive Issue Discovery and Resolution: Oversee the identification and tracking of potential sales practice challenges, ensuring thorough investigation and timely resolution. Act as the escalation point for complex or high-priority matters
Strategic Partnership: Collaborate closely with Field Leadership, Supervisory Managers, and internal partners to conduct end-to-end analysis of business risks and controls, uncovering root causes and recommending actionable solutions
Process Excellence: Monitor team performance, analyze key metrics, and implement process improvements to enhance efficiency and effectiveness
Communication and Reporting: Prepare and present clear, concise reports, summaries, and recommendations to senior leadership, ensuring transparency and informed decision-making
Special Initiatives: Support and lead projects aimed at elevating business practices and advisor experience across J.P. Morgan Wealth Management
Qualification
Required
Bachelor's Degree in Finance, Business, Economics, or related field
Minimum 4 years' experience in financial services, management consulting, client support, operations, or related function, including at least 1 year in a supervisory or team lead role
Demonstrated ability to lead and develop teams, with a focus on service excellence and continuous improvement
Strong analytical and problem-solving skills; highly curious and process-oriented
Exceptional attention to detail and commitment to high standards
Outstanding written and verbal communication skills; adept at presenting to diverse audiences
Proven ability to manage multiple priorities in a fast-paced environment
Collaborative mindset, strong interpersonal skills, and discretion with confidential information
Preferred
Experience with sales practices or working in a wealth management environment
Experience preparing reports and presentations for senior leadership
Benefits
Comprehensive health care
Retirement savings
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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