J.P. Morgan Wealth Management - Vice President, Line of Business Corrections Lead

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

As the Line of Business Corrections Lead within JPMorgan Wealth Management, you will oversee the entire lifecycle of customer correction cases, ensuring precise intake, execution, testing, and reporting. You will collaborate with various business, product, operations, and Legal, Risk, Compliance, and Controls teams. Additionally, as this is a new function within JPMorgan Wealth Management, you will contribute to defining and promoting the business strategy for implementing this process, ensuring appropriate controls and governance are established.

Job responsibilities

• Partner with CCB corrections team and business controls to understand the CCB standard and ensure process is built in accordance with those guidelines
• Identify opportunities to streamline processes, potentially leveraging LLM prompting and intelligent solutions capabilities where possible
• Manage cases from issue intake to execution to ensure corrections are completed in accordance with CCB standards and guidelines
• Scope impacted populations and coordinate cross-functional execution activities
• Lead regular status meetings: set agendas, track milestones, and hold correction partners accountable
• Coordinate customer and front-office communications
• Produce clear reporting on case health, financial impacts, and population metrics
• Develop and maintain documentation and procedures to streamline corrections and mitigate risk
• Identify and resolve data or process roadblocks to ensure on-time completion

• 6+ years experience in wealth management
• Proven leadership skills and demonstrated ability to make key decisions, and escalate when needed
• Proven project and issue-management skills with demonstrated ability to drive cross-functional collaboration
• Advanced proficiency in Microsoft Excel
• Strong analytical mindset and ability to work with large, complex data sets
• Excellent written, verbal, and presentation skills; comfortable influencing senior stakeholders
• Highly organized, self-motivated, and able to manage multiple priorities in a fast-paced setting

• Deep familiarity with JPMorgan Wealth Management products, systems, and processes
• Previous management experience a plus
• Prior experience developing or refining operational procedures to improve efficiency and control
• Experience with automation and data query, analysis, and visualization tools a plus (e.g. Power Platform, Alteryx, Tableau, etc.)