JPMorgan Chase Wealth Management, UMA Client Administration Manager, Associate in Westerville, Ohio

Firm Introduction

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.

Position Description

  • 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.