JPMorgan Chase Wealth Management, Control Manager, Associate in Newark, Delaware

Business Description

J.P. Morgan Asset & 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 Client Data Management & Reporting Team is made up of highly dedicated individuals who are responsible for the production of client statements and other mailings, document management, and updating and remediation of client account data and hierarchies for Private Banking Client accounts and relationships. The team interacts with a variety of internal groups including, but not limited to the Account Initiation Group (AIG), SDI Middle Office, Client Services and several front office partners within the firm.


  • Produce training materials ensuring consistency, branding, and quality

  • Ability to motivate, and train talent to deliver the training agenda

  • Document and review teams and procedures assessing risks and controls for potential gaps or improvements

  • Manage the control framework for the team

  • Perform system access approvals and recertification

  • Develop procedures and communication for new applications, releases, products or changes targeted to various audiences


  • Proficiency in MS Office and SharePoint access is an added benefit

  • Strong organization and planning skills

  • Proven experience instructing for multiple training events in a corporate setting

  • Sound decision making and ability to navigate the organization

  • Ability to present complex information to a variety of audiences

  • Bachelor’s degree strongly preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.