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Asset Management - Client Skills Training Associate

JPMorgan Chase & Co.
New York City, United Statesfull_timeVerifiedPosted 2 Jan 2025

About the role

The Client Skills Training Team’s vision is to create the most productive, trusted, and integrated client teams in the industry. We support a world class business within JPMorgan Asset Management. 

Job summary: 

As the Asset Management Client Skills Training Facilitation and Training Associate on the Asset Management Client Skills Training team you will be responsible for developing, designing, and delivering a suite of training programs. You will have a passion for helping professionals become more productive and trusted Client-facing professionals is paramount. The Asset Management Client Skills team covers Client Advisors, Investment Specialists, and Client Service teams within J.P. Morgan Asset Management Business.

Job responsibilities:

  • 5+ years work experience; coaching certification, development background, and/or experience in Asset or Wealth Management business
  • Engage business stakeholders and practice partners to shape core content, assessments, exercises, and workshops
  • Ensure content helps Client Advisor, Investment Specialist and Client Servicing team more confidently engage with our clients and prospects
  • Coach content creators on presentation relevance and impact
  • Host and deliver training workshops for new and existing advisors
  • Define and measure key metrics to help assess impact and success of new initiatives
  • Work with global partners while providing a regional lens to ensure regional needs are well represented and understood

Required qualifications, capabilities and skills:

  • Ability to think creatively and strategically to develop and implement new initiatives
  • Ability to establish and maintain strong relationships with key stakeholders
  • Strong project management skills; robust organization, attention to detail and time management skills in a multicultural and international environment
  • Ability to effectively manage competing priorities in a fast paced environment
  • Ability to effectively partner with global teams
  • Complex problem solving skills
  • Ability to work both independently and collaboratively 

Preferred qualifications, capabilities and skills:

  • B.A. degree in related field; advanced degree desirable
  • Excellent verbal and written communication skills to articulate team's vision and strategy
  • Strong commercial orientation and first hand client-facing experience required; sales or business role experience is strongly preferred
  • Solution-oriented with strong interpersonal, consultative, communication, presentation and facilitation skills is preferred 

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 compensation and benefits will be provided during the hiring process. 

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

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Company

JPMorgan Chase & Co.

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