Job Description

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The Engagement Lead is an advocate for our customers by understanding their business needs, educating stakeholders on our products, and driving adoption across the organization.

The Customer Success Engagement lead will provide ongoing support to their customers and assist with developing solutions via intelligent automation tools to create process efficiencies, reduce risk, implement controls, etc. Primary responsibilities include partnering with requesting teams to capture automation requirements; prioritizing and providing timelines for projects; influencing stakeholders and generating ideation to make processes better in the organization.

Success in the role requires exceptional relationship management skills and collaboration across the organization to recommend creative solutions to meet the business needs while continuing to enhance the employee and client experience. Positive business impact needs to be evidenced through key performance indicators to demonstrate the value of the role to the business.

Job responsibilities:

• Partner with the business to understand their objectives and goals to accurately represent our customer\'s pain points and roadmap to our cross functional product owners
• Implement solutions to digitize the Content and Document Management lifecycle
• Investigate opportunities to reduce costs, provide automation, and analyze fluctuations in key metrics
• Anticipate challenges and implement solutions to manage the expectations of the internal business partners for a positive client experience
• Ensure timely and concise communication with key business partners and senior management
• Partner with other automation teams on solutions that cannot be handled in the intelligent automation toolset available to the team
• Convey learned business knowledge to the internal Product Teams during new feature development prioritization, in order to potentially increase the business benefits associated with a future build

Required qualifications, capabilities, and skills

Continuous Improvement - Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our operating platform. Skill to think strategically to design and execute a strategic plan

• Market and Product Knowledge - demonstrates a thorough understanding of our products, systems, and end to end processes, and keeps abreast of market and industry trends
• Client Engagement & Collaboration - Builds long term, trust-based relationships with clients and internal stakeholders to deliver solutions that create strategic value.
• Demonstrates ability to successfully lead others by using exceptional influence skills
• Excellent written and verbal communication skills to stakeholders of all levels
• Strong knowledge of Operational Risk / Control framework
• Strong organisational and time management skills, including prioritisation of multiple deliverables simultaneously

Preferred qualifications, capabilities, and skills

• Extensive project management and/or Consulting experience
• A solid understanding of the electronic delivery (e-delivery) process
• A solid understanding of Private Banking products and services is preferred
• In-depth knowledge of financial products with an understanding of the attributes of investment products, as well as related calculations

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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

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.\xe2\x80\x8b

JPMorgan Chase