As a Digital Wealth Management - Middle Office Operations team lead for Chase Wealth Management, your responsibilities may include, but are not limited to:
Acting in accordance with the requisite responsibilities in an Associate level management position
Lead a team of approximately 8 Investment Specialists who will provide Middle Office support for the firm’s Digital Wealth Management (DWM) strategy for self-directed retail investors. The team will have broad and deep experience in front, middle and back office operations as they play a role in supporting clients in handling escalated client issues that require expertise to research and resolve. Resolution of these problems will cover matters ranging across products/services, asset transfer, money movements, tax/cost basis, dividends/corporate actions and other misc. operational processes.
Manage and directs overall team activities and monitors progress
Assist with the development and implementation of Operational Policies and Procedures and associated Risk & Controls, Metrics and reporting on the new operating environment
Recommends and implements enhancements to improve effectiveness and efficiency of services and systems
May present business updates to senior management
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