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Wealth Management, Quality Assurance Credit Product Manager, VP

Req #: 170107948
Location: Westerville, OH, US
Job Category: Technology
Job Description:

About JP Morgan Asset and Wealth Management

J.P. Morgan Asset and 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.


The Wealth Management Global Quality Team provides assurance testing for business partners across credit, client on-boarding and investments.  The testing involves complex transactions due to the financial diversity and sophistication of Wealth Management clients.  Clients expect the highest levels of quality service throughout the process, resulting in an exceptional client experience.  


Job Description:

We are currently seeking a talented and motivated Quality Assurance Manager to join our team supporting our Securities Based and Customized Lending Solutions across the globe. Responsibilities include establishing and executing an overall quality testing strategy to ensure adherence to regulatory expectations, firm and/or line of business policies and standard operating procedures, driving cross functional review meetings and collaboration, and communicating results and continuous improvement initiatives with senior leadership across the business, operations, and key control stakeholders. 
Essential Duties and Responsibilities include, but are not limited to, the following:

  • An ability to facilitate consensus building conversations to promote the continuing improvement of the organization through strong judgement and concise messages – both oral and written are necessary
  • Collaborate to drive remediation of issues identified as necessary, and drive continuous improvements to policies, processes and controls
  • Assist in the interpretation of firm policies and compliance requirements for incorporation into business systems/procedures
  • Establish productivity, quality and risk goals for QA team and drive performance
  • Continuously expand business and job knowledge by studying industry trends and developments in quality management, participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
  • Enhance department and group reputation through support of ad hoc requests as applicable; exploring opportunities to continuously add more value to overall group and achieve overall goals of the business
  • Collaborate with the functional managers and risk teams during internal and external audits to assist in previews of audit samples and validation of any findings

  • Typically a minimum of 7 years credit, quality or change management.
  • Typically 5-7 years operations supervisory or management experience, including experience coaching, team-building, and mentoring others
  • Excellent verbal and written communication skills required
  • Ability to manage and maintain productivity during peak periods, high volumes, and high paced environment 
  • Knowledge and understanding of federal, state and local regulations
  • Demonstrated ability to manage workflow and priorities
  • Proven record of  reliable customer service to internal and external customers
  • Proficient PC skills, including Word, Excel, Outlook, PowerPoint, Visio
  • Bachelor Degree or Equivalent work experience preferred
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