New Client Onboarding Team Lead

**JOB DESCRIPTION**

The role holder will be responsible and accountable for enhancing the new client onboarding operating model, driving strategic and tactical initiatives to improve colleague and client experience, all whilst ensuring adherence to firms standards and relevant regulatory requirements.

**Responsibilities**:

- Maintain a governance and reporting structure to ensure objectives are clearly defined and deliverables are documented with associated metrics to measure output
- Escalate to and discuss complex client issues with Compliance and risk partners
- Inspire and motivate the New Client Onboarding team by understanding business drivers, challenging the status quo and modelling desired behaviours and outcomes
- Drive critical thinking and proactively seek out best practices by understanding client needs and the impact of the relationship across the firm
- Deliver process enhancements, ensuring service levels, quality and control outcomes are met
- Resource management through proactive alignment of resources according to clients and initiatives and allocating work efficiently
- Acquire and develop talent, managing colleague performance, providing real-time feedback and fulfil performance management commitments
- Ability to partner strongly with the broader operations groups globally to look for synergies across regions as well as being a culture carrier influencing beyond direct responsibilities

**Required Qualifications, Capabilities and Skills**
- Extensive experience within financial services, operational or risk management fields and managing teams
- Strong sense of ownership and responsibility with a can-do attitude with a passion for driving best practices
- Strong written and oral communication skills with ability to successfully influence internal and external stakeholders
- Sound understanding of KYC/AML fields and deep knowledge of the different structures open within the Wealth Management industry and the documentation associated with such structures
- Ability to coordinate issues, findings and practices with colleagues across regions and/or divisions
- Team player with ability to prioritize in a fast moving, high pressure, constantly changing environment
- Fluency in English is mandatory

**Preferred Qualifications, Capabilities and Skills**
- Fluency in French, German, Spanish, Arabic or Portuguese would also be a strong advantage
- Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
- Change management mindset, questioning conventional ways of managing the business and thinking outside the box for creative solutions
- Comfortable with change, ambiguity, debate, conflict and informed risk-taking
- Ability to directly address conflicts and escalate issues where appropriate
- Willingness to make decisions, whilst challenging and influencing stakeholders to ensure decisions are well-thought out and can be executed from an operations and regulatory perspective

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.