Apply Now    

Wealth Management, Technical Writer, Associate

Req #: 170117917
Location: Westmont, IL, US
Job Category: Operations
Job Description:

Technical Writer

 
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.
 
Our Business
Wealth Management Mortgage Operations supports the J.P. Morgan Private Bank within J.P. Morgan’s Asset and Wealth Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals.  Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations.  Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.
 
Mortgage Operations provides end to end mortgage origination in all 50 states for Private Banking clients with unique needs.  Our loans are generally complex transactions due to the financial diversity and sophistication of the client base.  Our clients expect the highest levels of quality service throughout the process, resulting in an exceptional client experience.
 
Position Description
The Procedure and Communication Department, writes, maintains, retains version history and retrieves procedures and supporting documents for a wide array of Wealth Management Mortgage Operations business functions. Procedure and Communication core functions include: change control, line of business procedure documentation, forms, job aids and announcements. 
 
The Technical Writer is responsible for producing efficient, high-quality, easily readable procedures adhering to an established style guide. The role requires project management coordination and participation in various Operations and support functions within the line of business to create, modify and/or archive procedure topics and announcements. 
 
Responsibilities:
  • Assess, identify and recommend business policy and procedures impacted by regulatory and line of business changes   
  • Manages technical writing projects by utilizing standard procedure and communication tools
  • Reviews business requirements to identify gaps and differences that impact policies and procedures  
  • Design and implement content solutions in partnership with project and subject matter expert partners
  • Monitors technology enhancements to ensure all approved requirements when a policy and procedure update is required in scheduled system releases
  • Prepares communications in partnership with project teams or subject matter experts  
  • Contributes to continuous improvement of Procedure & Communication team by proactively supporting knowledge sharing within the team and across partner areas
  • Identifies opportunities to improve and lead assigned improvement initiatives
  • Leads teams of project resources and/or process area subject matter experts from start through completion of technical writing assignments
  • Manages day-to-day individual workload and pipeline of procedure and communication requests.
  • Monitors milestones and critical dates to identify potential jeopardy of schedule, identify and mitigate risk
  • Proactively supports implementation and resolution of production incidents by preparing temporary work around procedures during releases until long term solution is implemented
  • Build effective business partnerships with Mortgage Operations key stakeholders
  • Provides content to Training Department for program materials and job aids and may assist with delivery of content to learners
  • Timely delivery of policy and procedure content to support closure of internal/external audit requests and Risk and Control Self Assessments   
Technical Skills:
  • Knowledge and experience in technical writing, publishing and process analysis
  • Strong editorial skills  
  • Experience using publishing software, Adobe RoboHelp
  • Information Mapping and SharePoint administration experience preferred
  • Highly proficient in Microsoft Office applications (Word, Excel, PowerPoint and Outlook)
Qualifications:
  • BS/BA or equivalent preferred
  • Minimum of 5 years of relevant work experience in journalism, communications or related field
  • Experience working in mortgage operations, financial services, or banking preferred
  • Previous work experience writing, staging and publishing policies and procedures to Adobe RoboHelp
  • Ability to work independently with little supervision, effectively raise issues for awareness by summarizing business impact, assess options, and deliver proposed solutions
  • Exceptional technical writing skills, excellent verbal communication skills
  • Detailed oriented, ability to collaborate with peers and business partners   
  • Understanding of the mortgage industry, and strong mortgage product knowledge preferred
  • Prior presentation/training skills and project management experience helpful
  • Must take ownership for delegated tasks and handle multiple projects at one time

Technical Writer

 
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.
 
Our Business
Wealth Management Mortgage Operations supports the J.P. Morgan Private Bank within J.P. Morgan’s Asset and Wealth Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals.  Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations.  Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.
 
Mortgage Operations provides end to end mortgage origination in all 50 states for Private Banking clients with unique needs.  Our loans are generally complex transactions due to the financial diversity and sophistication of the client base.  Our clients expect the highest levels of quality service throughout the process, resulting in an exceptional client experience.
 
Position Description
The Procedure and Communication Department, writes, maintains, retains version history and retrieves procedures and supporting documents for a wide array of Wealth Management Mortgage Operations business functions. Procedure and Communication core functions include: change control, line of business procedure documentation, forms, job aids and announcements. 
 
The Technical Writer is responsible for producing efficient, high-quality, easily readable procedures adhering to an established style guide. The role requires project management coordination and participation in various Operations and support functions within the line of business to create, modify and/or archive procedure topics and announcements. 
 
Responsibilities:
  • Assess, identify and recommend business policy and procedures impacted by regulatory and line of business changes   
  • Manages technical writing projects by utilizing standard procedure and communication tools
  • Reviews business requirements to identify gaps and differences that impact policies and procedures  
  • Design and implement content solutions in partnership with project and subject matter expert partners
  • Monitors technology enhancements to ensure all approved requirements when a policy and procedure update is required in scheduled system releases
  • Prepares communications in partnership with project teams or subject matter experts  
  • Contributes to continuous improvement of Procedure & Communication team by proactively supporting knowledge sharing within the team and across partner areas
  • Identifies opportunities to improve and lead assigned improvement initiatives
  • Leads teams of project resources and/or process area subject matter experts from start through completion of technical writing assignments
  • Manages day-to-day individual workload and pipeline of procedure and communication requests.
  • Monitors milestones and critical dates to identify potential jeopardy of schedule, identify and mitigate risk
  • Proactively supports implementation and resolution of production incidents by preparing temporary work around procedures during releases until long term solution is implemented
  • Build effective business partnerships with Mortgage Operations key stakeholders
  • Provides content to Training Department for program materials and job aids and may assist with delivery of content to learners
  • Timely delivery of policy and procedure content to support closure of internal/external audit requests and Risk and Control Self Assessments   
Technical Skills:
  • Knowledge and experience in technical writing, publishing and process analysis
  • Strong editorial skills  
  • Experience using publishing software, Adobe RoboHelp
  • Information Mapping and SharePoint administration experience preferred
  • Highly proficient in Microsoft Office applications (Word, Excel, PowerPoint and Outlook)
Qualifications:
  • BS/BA or equivalent preferred
  • Minimum of 5 years of relevant work experience in journalism, communications or related field
  • Experience working in mortgage operations, financial services, or banking preferred
  • Previous work experience writing, staging and publishing policies and procedures to Adobe RoboHelp
  • Ability to work independently with little supervision, effectively raise issues for awareness by summarizing business impact, assess options, and deliver proposed solutions
  • Exceptional technical writing skills, excellent verbal communication skills
  • Detailed oriented, ability to collaborate with peers and business partners   
  • Understanding of the mortgage industry, and strong mortgage product knowledge preferred
  • Prior presentation/training skills and project management experience helpful
  • Must take ownership for delegated tasks and handle multiple projects at one time
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.