Posted On: 06-28-2021
Position Title: Workforce Management Capacity Planning Vice President
Job Location:  Plano, TX – Columbus, OH – San Antonio, TX
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Job Description

JPMorgan Chase & Co. Is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

The JPM Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Securities and You Invest – our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.


Our Business:

Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management.

The Private Bank is the world’s premier service provider for ultra and high net worth individuals.  Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.

Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors.  The J.P. Morgan Securities Client Service Center’s mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform, such as



The Capacity Planning VP is part of the Operations Workforce Management (WFM) Team for Chase Wealth Management (CWM).  The position will partner with contact center management, functional areas, and other members of the WFM team.  The core focus of this position is to develop and maintain the ongoing contact center capacity plan.  The plan will be maintained for 12+ months into the future, based on customer behavior, corporate activities, market conditions, etc.  This position not only develops the plan, but consults with management to make fact-based decisions.



  • Develop and maintain the contact center operations capacity plan(s)
  • Communicate and collaborate with internal operations, analytics resources, technology, and other functional areas
  • Identify ongoing opportunities to improve efficiencies within the contact center(s)
  • Facilitate regular planning meetings with key stakeholders and other interested parties
  • Perform advanced root cause analysis to identify areas of opportunity and make strategic recommendations to leadership
  • Engage with other business functions to discuss recommendations and execute changes (eWFM, Routing, Leadership)
  • Collaborate with other areas of WFM to incorporate others’ work into the capacity plan
  • Cascade capacity plan projections into downstream WFM activities.
  • May participate in projects and provide subject matter expertise
  • Supports process improvements and best practice identification
  • Complete creation of new hire schedules for the business
  • Ad hoc duties as assigned



  • Strong skills in MS Excel, Access, and PowerPoint
  • Analytical/Data Mining Systems (i.e., Tableau, SQL)
  • Excellent written and verbal communication skills
  • Strong experience in business analysis, reporting  and data review, root cause analysis and resolution
  • Ability to partner collaboratively with key stakeholders
  • Demonstrated ability to  work fluidly with people at a variety of levels internally and externally
  • Ability to influence peers, colleagues, and internal customers
  • Ability to handle multiple complex tasks simultaneously
  • Strong presentation, facilitation, and influencing skills
  • 5+ years Financial Services Contact Center experience preferred
  • 4 year degree required
  • Working knowledge of telephony/call routing and workforce platforms
  • Proven experience leading or supporting project initiatives

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.