wealth Management ipb operations lead - manila edJPMorgan Chase
Workplace: MetroManila, Manila
Salary: Agreement
Work form: Full time
Posting Date: 16/11/2025
Deadline: 08/04/2021
Job Description:
Job Description
The IPB Operations Lead (Executive Director) will be part of Wealth Management Operations team. Will partner with Global Business-facing teams to ensure IPB Operations are compliant with required standards & all deliverables day to day are met. Role will also review & identify opportunities end to end covering both automation as well as operations improvement prospects.
The individual will have demonstrated knowledge in financial markets. The candidate should assess the efficacy and adequacy of all aspects of the function and constantly re-assess to maximize productivity and quality in a business efficient manner. The candidate will have the responsibility and accountability for the development of the team and implementation of the defined operating model while driving initiatives to enhance the operating efficiencies. This role would suit someone who has relevant experience in the financial markets/Securities Operations.
Primary responsibilities include (but are not limited to) the following:
Manage the overall Manila IPB Operations team for the JP Morgan Wealth Management business, including management duties (performance management, career planning, development, training), operational controls, and adherence to policies and procedures
Partner with respective Asia Front office/Investor organizations to provide an excellent client experience
Drives results through leadership, people, communication and influence
Function effectively in a high volume, rapid pace, deadline-oriented environment
Manage KPIs (key performance indicators) for the segment/group to ensure consistency in quality and timeliness of completion, data driven decisions for enhanced client experience
Serve as an escalation point for the IPB Operations team on related issues
Promote process improvement ideas and share best practices across the segment/group
Support consistent hiring and performance management practices
Risk management, issue identification and escalation
Assess areas for process and system improvements and provide potential solutions
Create an effective control environment within the team and assist in development, implementation and periodic performance of key controls
Create an effective partnership with onshore leads/stakeholders through proactive & effective communication channels, business reviews, governance models etc.
Experience, skills & qualifications
Graduate Degree; MBA or other post graduate degree is a plus
10-15 years of experience in Financial Services, Operations or management in Investment Banking / Wealth Management. Securities Operations experience is preferred.
Proven track record of effective leadership relative to Strategic change management and process re-engineering including Technology driven projects.
Experience managing across multiple locations a plus
Strong ability to build relationships with and influence colleagues, business leaders and functional partners
Strong industry experience with understanding of standards implemented in industry and well networked with industry peers
Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions; collaborate effectively with Operations Leaders and their respective organizations, and key partners across JPMorgan's Wealth Management businesses, Technology and Business colleagues to drive issue resolution and maintain smooth operations
Drives critical thinking and proactively seeks out best practices, anticipates clients' future needs and collaborates on ideas with others. Understands clients' needs and impact on relationship across J.P. Morgan entities.
Be a highly motivated individual with advanced strategy, problem solving, and transformation as well as strong influencing, interpersonal and communication skills
Be commercial and have a strong background and proven ability to transform Operations businesses across multiple business areas
Knowledge of various automation tools & AI/ML understanding will be an added advantage.
About Us:
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.
About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.
JPMorgan Chase
Job Description
The IPB Operations Lead (Executive Director) will be part of Wealth Management Operations team. Will partner with Global Business-facing teams to ensure IPB Operations are compliant with required standards & all deliverables day to day are met. Role will also review & identify opportunities end to end covering both automation as well as operations improvement prospects.
The individual will have demonstrated knowledge in financial markets. The candidate should assess the efficacy and adequacy of all aspects of the function and constantly re-assess to maximize productivity and quality in a business efficient manner. The candidate will have the responsibility and accountability for the development of the team and implementation of the defined operating model while driving initiatives to enhance the operating efficiencies. This role would suit someone who has relevant experience in the financial markets/Securities Operations.
Primary responsibilities include (but are not limited to) the following:
Manage the overall Manila IPB Operations team for the JP Morgan Wealth Management business, including management duties (performance management, career planning, development, training), operational controls, and adherence to policies and procedures
Partner with respective Asia Front office/Investor organizations to provide an excellent client experience
Drives results through leadership, people, communication and influence
Function effectively in a high volume, rapid pace, deadline-oriented environment
Manage KPIs (key performance indicators) for the segment/group to ensure consistency in quality and timeliness of completion, data driven decisions for enhanced client experience
Serve as an escalation point for the IPB Operations team on related issues
Promote process improvement ideas and share best practices across the segment/group
Support consistent hiring and performance management practices
Risk management, issue identification and escalation
Assess areas for process and system improvements and provide potential solutions
Create an effective control environment within the team and assist in development, implementation and periodic performance of key controls
Create an effective partnership with onshore leads/stakeholders through proactive & effective communication channels, business reviews, governance models etc.
Experience, skills & qualifications
Graduate Degree; MBA or other post graduate degree is a plus
10-15 years of experience in Financial Services, Operations or management in Investment Banking / Wealth Management. Securities Operations experience is preferred.
Proven track record of effective leadership relative to Strategic change management and process re-engineering including Technology driven projects.
Experience managing across multiple locations a plus
Strong ability to build relationships with and influence colleagues, business leaders and functional partners
Strong industry experience with understanding of standards implemented in industry and well networked with industry peers
Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions; collaborate effectively with Operations Leaders and their respective organizations, and key partners across JPMorgan's Wealth Management businesses, Technology and Business colleagues to drive issue resolution and maintain smooth operations
Drives critical thinking and proactively seeks out best practices, anticipates clients' future needs and collaborates on ideas with others. Understands clients' needs and impact on relationship across J.P. Morgan entities.
Be a highly motivated individual with advanced strategy, problem solving, and transformation as well as strong influencing, interpersonal and communication skills
Be commercial and have a strong background and proven ability to transform Operations businesses across multiple business areas
Knowledge of various automation tools & AI/ML understanding will be an added advantage.
About Us:
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.
About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.
JPMorgan Chase
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Metro Manila
Permanent
Full-time
Permanent
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