J.P. Morgan Wealth Management - Senior Associate, Process Manager

Join J.P. Morgan Wealth Management and help shape the future of how we serve advisors and clients. As a Process Improvement Manager, you’ll have the opportunity to combine business strategy, technology, automation, analytics, and AI to reimagine processes and deliver meaningful improvements across a dynamic Wealth Management organization. This high-impact role is ideal for an innovative, hands-on problem solver who is passionate about building scalable solutions, simplifying complex work, and turning ideas into measurable business outcomes.
Role Overview
J.P. Morgan Wealth Management is seeking an innovative and technically skilled Process Improvement Manager to join the Service & Operations Support organization. This role sits at the intersection of business strategy, process improvement, automation, and AI enablement, driving solutions that improve operational efficiency, reduce risk, and enhance advisor and client experiences.
The successful candidate will identify opportunities to transform business processes through automation, low-code development, advanced analytics, and artificial intelligence. This individual will partner closely with Operations, Service, Product, Technology, and senior leadership teams to develop scalable solutions that simplify work, generate actionable insights, and support strategic business objectives.
Key Responsibilities
The candidate will join a team responsible for:
Driving continuous improvement initiatives across JPMWM Service & Supervision
Owning process improvement and technology-enabled initiatives from discovery and requirements gathering through solution design, development, testing, implementation, governance, adoption, and ongoing enhancement.
Create custom solutions using programming languages, low-code platforms, automation tools, and AI capabilities to solve complex business problems and drive operational efficiencies.
Leveraging AI capabilities to enhance reporting, streamline analysis, automate recurring tasks, identify trends, and improve decision-making
Managing and evolving service, advisor, and operational feedback programs, including Most Wanted Improvements and Send US Feedback
Creating executive dashboards, analytics, and management reporting that drive business decisions
Partnering with Product and Technology teams to evaluate, design, and implement strategic solutions
Assessing emerging technologies and identifying opportunities for AI, automation, and workflow modernization
Additional Responsibilities
Translate business challenges into scalable technology-enabled solutions
Design and maintain operational reporting and performance measurement frameworks
Lead requirements gathering and document business requirements, process logic, solution designs, testing criteria, controls, and implementation needs to support effective delivery, adoption, governance, and ongoing solution maintenance.
Review operational trends, service & advisor feedback, and escalation data to identify improvement opportunities
Perform root cause analyses and develop recommendations for sustainable corrective actions
Prepare executive-level presentations, business cases, and strategy updates
Ensure solutions align with applicable risk, controls, governance, and firm standards
Serve as a subject matter expert for automation, AI, and process optimization initiatives
Preferred Skills & Qualifications
Technical & Automation Skills
Strong coding and solution-development skills, including experience using programming languages such as Python, SQL, JavaScript, or similar technologies to build automations, analytics, integrations, and business applications.
Advanced experience with Power Platform, including Power Apps and Power Automate
Strong experience developing workflow automations and business solutions using Alteryx
Experience leveraging AI tools, Large Language Models (LLMs), Microsoft Copilot, prompt engineering, and AI-assisted analytics to improve business processes
Experience developing dashboards and visualizations using Tableau, Power BI, or similar business intelligence tools
Ability to work with multiple data sources and perform advanced data analysis
Experience with SharePoint Online, Microsoft Lists, and workflow-enabled solutions
Understanding of Intelligent Solution & AI governance, responsible AI practices, and enterprise technology controls
Business & Leadership Skills
Strong problem-solving and analytical capabilities
Ability to independently identify opportunities and build solutions from concept to implementation
Excellent communication and executive presentation skills
Strong organizational, prioritization, and project management skills
Experience managing multiple concurrent initiatives in a fast-paced environment
Ability to influence and collaborate across Operations, Service, Product, Technology, and senior leadership teams
Ability to translate operational pain points into solutions with measurable business outcomes, including efficiency gains, risk reduction, quality improvements, capacity creation, and enhanced advisor, client, or employee experiences.
Preferred Qualifications
Curious, hands-on problem solver with strong business acumen and technical fluency
Demonstrates a builder mindset and independently identifies opportunities for improvement
Challenges existing processes and looks for smarter, more efficient ways of working
Translates ambiguous business problems into clear, well-defined requirements
Develops practical, scalable solutions that address business needs
Analyzes data to identify insights and support decision-making
Builds automations and leverages AI to improve processes and efficiency
Documents business and technical requirements clearly
Partners effectively with Technology and Product teams to deliver solutions
Presents recommendations and insights confidently to senior leaders
Focuses on delivering measurable business outcomes
Operates within a strong risk, controls, and governance framework