AWM - Wealth Management - Client ops Manager

Job Description

Organization DescriptionJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Job DescriptionThe Transformation Management Automation/Analytics team will be responsible for all aspects of the automation and data analytics Wealth Management Client Operations. The team interacts with a variety of internal groups in an effort to assist with client requests, inquiries and/or issues for all aspects of intelligent automation to create process efficiencies and reduce risk. .Core Responsibilities

• Drive automation of new and existing processes using data transformation tools like Alteryx, Xceptor, SQL etc
• Build, maintain and enhance Alteryx data transformation workflows. Deploy them to Alteryx Server
• Create, manage and enhance analytics dashboards in Tableau / Qlik Sense.
• Conduct data analysis, data collection, and synthesis to translate into empirical solutions or evidence that can optimize project reporting
• Work with business partners to design, introduce, or re-engineer existing processes and business applications
• Conduct project planning and analysis, including creating detailed project plans, documenting business requirements, detailing issues and problems, and drafting business and technical work/data flows
• Facilitate or support project facilitator, create materials for presentation, and provide reporting/metrics as required
• Manage and deploy dashboards to the firm-wide server
• Support ongoing development of Data Analytics framework by partnering with business to identify requirements, bring in new datasets, support new users and train new team members in using the toolset

Qualifications

• 4-8 years of experience in project management / business analysis experience
• Bachelor s Degree is required
• Experience in data transformation tools, such as Alteryx
• Experience in data visualization tools, e.g., Tableau, QlikView / QlikSense
• Enhanced data mining skills using SQL, Python or other equivalent tools
• Excellent communication and presentations skills across various stakeholders and senior management
• Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
• Excellent analytical and logical thinking to understand and analyze complex business processes
• Strong organizational and prioritization skills, detail-oriented, and strong interpersonal skills
• Ability to analyze and resolve project-related issues and follow through with set objectives
• Ability to deal with different stakeholder groups to elicit business requirements, procedures, and processes
• Ability to work in a fast-paced environment, be flexible, follow tight deadlines, organize, and prioritize work
• Demonstrated ability to manage tight delivery timelines, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
• Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.

, Organization DescriptionJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Job DescriptionThe Transformation Management Automation/Analytics team will be responsible for all aspects of the automation and data analytics Wealth Management Client Operations. The team interacts with a variety of internal groups in an effort to assist with client requests, inquiries and/or issues for all aspects of intelligent automation to create process efficiencies and reduce risk. .Core Responsibilities

• Drive automation of new and existing processes using data transformation tools like Alteryx, Xceptor, SQL etc
• Build, maintain and enhance Alteryx data transformation workflows. Deploy them to Alteryx Server
• Create, manage and enhance analytics dashboards in Tableau / Qlik Sense.
• Conduct data analysis, data collection, and synthesis to translate into empirical solutions or evidence that can optimize project reporting
• Work with business partners to design, introduce, or re-engineer existing processes and business applications
• Conduct project planning and analysis, including creating detailed project plans, documenting business requirements, detailing issues and problems, and drafting business and technical work/data flows
• Facilitate or support project facilitator, create materials for presentation, and provide reporting/metrics as required
• Manage and deploy dashboards to the firm-wide server
• Support ongoing development of Data Analytics framework by partnering with business to identify requirements, bring in new datasets, support new users and train new team members in using the toolset

Qualifications

• 4-8 years of experience in project management / business analysis experience
• Bachelor s Degree is required
• Experience in data transformation tools, such as Alteryx
• Experience in data visualization tools, e.g., Tableau, QlikView / QlikSense
• Enhanced data mining skills using SQL, Python or other equivalent tools
• Excellent communication and presentations skills across various stakeholders and senior management
• Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
• Excellent analytical and logical thinking to understand and analyze complex business processes
• Strong organizational and prioritization skills, detail-oriented, and strong interpersonal skills
• Ability to analyze and resolve project-related issues and follow through with set objectives
• Ability to deal with different stakeholder groups to elicit business requirements, procedures, and processes
• Ability to work in a fast-paced environment, be flexible, follow tight deadlines, organize, and prioritize work
• Demonstrated ability to manage tight delivery timelines, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
• Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.

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Keyskills :
data miningdata analysisproject plansdata analyticsprivate bankingdata collectionasset managementproject planningmicrosoft officebusiness analysiswealth managementbanking solutionsproject management