JPMorgan Chase Wealth Management, UMA Client Administration Manager, Associate in Westerville, Ohio
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.
Direct oversight and management of UMA Portfolio Administration which supports Portfolio Reconciliation and Client driven maintenance requests for Chase Unified Managed Account platform.
Responsible for planning, coordinating, and directing a team in all aspects of portfolio administration
Resolving escalated issues as they arise
Coordinating vacation schedules
Conducting bi-weekly meetings
Writing and conducting one on one performance reviews and providing feedback as the need arise.
Goal setting, employee development and training
Able to communicate effectively both orally and in writing as they relate to planning, assigning and supervising the work of staff and providing status reports to senior management
Provide feed back on MIS reports – identify any trends or mistakes
Provide feedback or input into metric data
Design, organize and report metric data to management and to other JPM groups which aggregated daily work in order to show trends, areas of risk as well as opportunities
Make recommendations to management on better execution of various strategy launches and tactical changes to improve our product offering
Implement quality control measures to ensure operational processes mitigate risk and eliminate processing error
Assist in building out support for new business opportunities which includes, scoping out operational impact, determining the best client service model and assigning resources
3-5 years operations experience in a Team Lead or Supervisory capacity
Demonstrated leadership of a large team
Heavy UMA/SMA Portfolio Reconciliation and Account Administration knowledge
Security APL and or Separate Account Wrap systems experience
Experience with Unified Managed Accounts and Multi Discipline products preferred
Results oriented leader with an ability to execute and complete deliverables in a timely manner.
Drive Operations Efficiency initiatives through project leadership
Ability to lead and mentor staff
Collaborative working style with an ability to lead multiple initiatives.
Creative Problem solver with the courage and persistency to strive for results
Ability to multi task and work in a fast pace environment
Strong interpersonal and teamwork skillsAbility to see big picture, make recommendations and push boundaries
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.