Process Manager - Access Controls and Reporting

Process Manager- Associate

The Access Controls, Reporting & Operational Controls process manager is an individual contributor responsible for access governance, recurring reporting, and Tableau dashboard delivery supporting transformation initiatives. The role manages access requests and permissions via ServiceNow, WEAVE and SharePoint, develops data preparation workflows in Alteryx, and produces standardized reports with strong quality and timeliness. The individual applies operational controls discipline (documentation, reconciliations, evidence, change tracking) to ensure reporting processes are well-governed and audit-ready. The role also supports transition execution by documenting procedures and enabling smooth handoff of reporting and access processes to BAU teams

As a Process Manager – Associate within J.P. Morgan Wealth Management, you will oversee access control processes, deliver recurring reports, build and maintain Tableau dashboards, develop and maintain Alteryx workflows, and apply robust operational controls across all reporting activities. You will manage access control requests for the J.P. Morgan Wealth Management function in ServiceNow, coordinating approvals and administering permissions. You will produce a defined suite of daily, weekly, and monthly reports with a focus on completeness, accuracy, and timely distribution. You will design, enhance, and troubleshoot Tableau dashboards aligned to agreed KPIs and metrics, resolving data and refresh issues as they arise. You will create and sustain well-documented, repeatable Alteryx workflows for data sourcing, cleansing, joining, and validation. You will implement and maintain operational controls such as runbooks, control checklists, reconciliations, exception handling, evidence retention, and change logging across reporting processes. You will also support transition and business-as-usual readiness through process documentation, clear RACI and ownership definitions, stakeholder training, and stabilization during handoffs, while partnering with stakeholders to clarify requirements, manage timelines, and promote continuous improvements in reporting efficiency and control.

Job Responsibilities

• Manage access controls processes for JPMWM Function, including request intake/tracking in ServiceNow, approvals coordination, and permission administration
• Deliver a defined suite of recurring reports (daily/weekly/monthly), ensuring completeness, accuracy, and on-time distribution.
• Build, maintain, and enhance Tableau dashboards aligned to agreed KPIs/metrics; troubleshoot data and refresh issues.
• Develop and maintain Alteryx workflows for data sourcing, cleansing, joining, and validation; implement repeatable, well-documented data pipelines.
• Apply operational controls across reporting processes (runbooks, control checklists, reconciliations, exception handling, evidence retention, and change logging).
• Support transition/BAU readiness, including process documentation, RACI/ownership clarity, stakeholder training, and stabilization during handoff.
• Partner with stakeholders to clarify requirements, manage timelines, and continuously improve reporting efficiency and control posture.

 

Required qualifications, capabilities, and skills 

• Experience supporting access governance and/or operational processes in a controls-focused environment.
• Hands-on proficiency with ServiceNow, SharePoint, Tableau, and Alteryx (or equivalent data prep tooling).
• Strong analytical skills and attention to detail, with demonstrated ability to execute recurring deliverables reliably.
• Strong documentation and communication skills; ability to work independently and manage multiple priorities.

Preferred qualifications, capabilities, and skills 

• 5 + years of Experience with operational risk/control frameworks (control design, evidence, monitoring/attestation) in a reporting/operations context.
• Experience supporting business transformation reporting, KPI governance, or PMO/BTO operating rhythms.
• Experience improving processes through standardization and automation (e.g., workflow optimization in Alteryx, dashboard rationalization in Tableau)

JPMorganChase, 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. 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.

Experience Level

Mid Level