Wealth Management Operations, Credit - Quality Control Team Lead

Location: Metro Manila, National Capital Region, Philippines

Job Family: Quality

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in wealth management, offering innovative solutions to high-net-worth clients worldwide. The Wealth Management Operations, Credit - Quality Control Team Lead role is pivotal in maintaining the integrity of our credit operations in the Philippines hub. Based in Metro Manila, National Capital Region, you will oversee a team dedicated to upholding the highest standards of quality and compliance in credit processing, ensuring that all activities align with both internal policies and external regulations. This position demands a strategic leader who can drive excellence in operational controls while fostering a culture of accuracy and risk awareness in a dynamic financial environment. In this role, you will spearhead quality control initiatives by developing robust review processes for credit approvals, transaction monitoring, and documentation verification. You will collaborate closely with global teams to identify and rectify discrepancies, leveraging data-driven insights to enhance efficiency and reduce errors. Responsibilities include leading audits, training staff on compliance protocols, and reporting on key quality metrics to support JP Morgan Chase's commitment to client trust and regulatory adherence. Your efforts will directly contribute to the seamless delivery of wealth management services, mitigating risks in credit extensions and portfolio management. We seek a proactive leader with deep expertise in financial services operations, particularly in credit and quality assurance. This opportunity at JP Morgan Chase offers exposure to cutting-edge tools and international best practices, allowing you to grow within one of the world's most respected institutions. Join us in Metro Manila to play a key role in safeguarding the quality of our wealth management operations, driving sustainable growth, and making a meaningful impact on our clients' financial journeys.

Key Responsibilities

• Lead a team of quality control analysts in reviewing credit operations processes for accuracy and compliance
• Develop and implement quality control frameworks to ensure adherence to JP Morgan Chase's procedural and regulatory standards
• Conduct regular audits and assessments of credit documentation and transaction workflows
• Identify process gaps and recommend improvements to enhance operational efficiency in wealth management
• Collaborate with cross-functional teams, including credit risk and compliance, to mitigate risks
• Monitor key performance indicators (KPIs) and report on quality metrics to senior management
• Train and mentor team members on best practices in credit quality control
• Ensure timely resolution of quality issues and escalate high-risk findings as needed
• Stay updated on evolving regulatory requirements in the financial services sector
• Contribute to the continuous improvement of operational controls within JP Morgan Chase's global framework

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in credit operations or wealth management within the financial services industry
• Proven leadership experience in managing quality control teams
• In-depth knowledge of regulatory compliance standards such as SEC, FINRA, and local Philippine regulations
• Strong understanding of credit risk assessment and operational processes in wealth management
• Experience with quality assurance methodologies and audit processes
• Ability to work in a fast-paced, high-volume operational environment

Preferred Qualifications

• Advanced certification such as CFA, FRM, or Certified Internal Auditor (CIA)
• Prior experience at a global financial institution like JP Morgan Chase
• Familiarity with data analytics tools for quality monitoring
• Experience leading cross-functional teams in an international setting
• Knowledge of anti-money laundering (AML) and know-your-customer (KYC) procedures

Required Skills

• Leadership and team management
• Regulatory compliance knowledge
• Credit risk analysis
• Quality assurance and control
• Process improvement methodologies (e.g., Six Sigma)
• Data analysis and reporting
• Attention to detail
• Problem-solving and critical thinking
• Communication and stakeholder management
• Project management
• Proficiency in Microsoft Office Suite and financial software
• Knowledge of SQL or data querying tools
• Adaptability to regulatory changes
• Time management in high-pressure environments
• Ethical decision-making in financial operations

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness facilities and wellness programs
• Flexible work arrangements and hybrid work options in Metro Manila

JP Morgan Chase is an equal opportunity employer.