Senior Associate, Commercial Office

Description

We are looking to add a Senior Associate, Commercial Office to Wealth Management - Managed Investments. Managed Investments is responsible for the management and/or implementation for close to $1trillion of assets across various lines of business and programs, including Chase Wealth and the Private Bank. As we look to scale our wealth advisory business and grow the assets under management, it is critical to transform and innovate the capabilities we are able to offer and support, achieving greater efficiency, reducing risks and ultimately delivering greater value add services to advisors and clients.  The individual who steps into this role will work with Managed Investments Leadership to build new capabilities for the future by developing and executing a roadmap to deliver clear outcomes.  The individual will work closely with the Managed Investments Chief Commercial Officer and leadership team to manage multiple transformation and renovation projects across the team. 

Job Summary

As a Senior Associate – Commercial Office within Managed Investments, you will play a pivotal role in transforming and innovating our capabilities. You will work closely with the Managed Investments Leadership to develop and execute a roadmap for the future, managing multiple transformation and renovation projects. Your role will require a deep understanding of our strategic goals, a skillful approach to managing complex, multi-team workstreams, and a passion for pursuing radical improvements. This is an exciting opportunity to contribute to our growth and deliver greater value to our advisors and clients.

Job Responsibilities

• Support the Managed Investments Commercial Office in all aspects of managing the team, ranging from supporting the teams’ day-to-day needs to leading high-profile, strategic initiatives
• Drive the planning and execution of the New Capabilities pillar 
• Develop a detailed understanding of current-state processes and identify opportunities for improvement and drive initiatives; develop and maintain a deep understanding of our product offering and trading processes
• Provide structure and communication around key decision-making forums 
• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Collaborate with functional partners across the organization to help achieve business objectives 

 

Required Qualifications, Skills and Capabilities 

• 3+ years of experience or equivalent expertise in financial services, wealth management or investments organizations or consulting
• 3+ years of experience in complex project management, transformation projects, technology applications, or equivalent expertise
• Ability to synthesize information to formulate a message for Senior Management
• Prior experience creating high quality presentations used for executive level management communication and transparency into program strategy and progress
• Understands broad-ranging information and new concepts quickly and able to distil into key points
• Strong written and verbal communication skills and ability to communicate to senior stakeholders
• Strong organization skills and attention to detail
• Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total