Wealth Management Operations Analyst

Make an impact by helping keep critical operational processes running accurately and on time. In this role, you will partner with stakeholders across teams to resolve issues, strengthen controls, and improve workflows. You will build a strong foundation in operational excellence, risk awareness, and disciplined execution.

As an Operations Analyst in the Wealth Management Operations, you will support end-to-end operational processes to help deliver accurate, timely outcomes. You will investigate inquiries and exceptions, coordinate with cross-functional partners, and maintain high standards for data quality and documentation. You will contribute to a strong risk and controls culture by identifying gaps and supporting remediation. You will also help drive continuous improvement across operational workflows.

Job responsibilities

• Execute day-to-day operational processing (e.g., transfers, reconciliations, setup/maintenance, and monitoring) in line with defined procedures and service standards.
• Investigate and resolve inquiries and exceptions, escalating issues as needed and ensuring timely closure.
• Coordinate with cross-functional partners (e.g., business stakeholders, operations teams, technology teams, and control partners) to complete tasks and resolve breaks.
• Maintain data quality and documentation standards to ensure records are complete and audit-ready.

• Identify operational risk and control gaps, support remediation actions, and contribute to process improvements.

Required qualifications, capabilities and skills

• Bachelor’s degree (or equivalent experience), or currently enrolled in college with an expected graduation date between April to December 2026.
• Strong attention to detail with the ability to manage multiple tasks in a fast-paced environment.

• Strong written and verbal communication skills, with comfort interacting with stakeholders at different levels.

Preferred qualifications, capabilities and skills

• Experience supporting complex products or processes (e.g., loan/credit documentation, securities transfers, platform operational flows, investigations, or remediation work).
• Demonstrated risk awareness and control orientation in an operations environment.
• Proficiency with Excel and PowerPoint.

Internal Application Eligibility Requirements

TENURE:
 

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

Meets satisfactory performance standards as defined by the firm

You affirm that you meet the Internal Application Eligibility Requirements. This includes checking or declaring potential conflict of interest as stipulated in the Employment of Relatives and Employees in Personal Relationships Policy.
By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm's Human Resource (HR) Policies and Guidelines.
Consult your Manager for any specific guidelines for your line of business or if you're unsure about your eligibility for an internal application.
Make sure your profile is updated in the new me@jpmc > Hiring and discuss internal mobility plans with your Manager at the soonest time possible. Attaching your updated resume is encouraged.
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