J.P. Morgan Wealth Management- Senior Associate, CWM Business Program Manager

J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).

As an Associate on the CWM Business Project Management Team, you will support strategic initiatives that drive business growth and enhance client and advisor experiences within Chase Wealth Management. You will partner with product, technology, legal, risk, and field teams to coordinate workstreams, analyze data, and help execute solutions that deliver measurable impact.

Job Responsibilities

• Support planning and delivery of cross‑functional initiatives from discovery through rollout under the guidance of senior team members.
• Own defined workstreams and maintain core project artifacts, including plans, timelines, decision registers, and action trackers.
• Coordinate with product, technology, legal, risk, and field partners to gather requirements and align on scope, dependencies, and timelines.
• Facilitate meetings and forums; document decisions, capture minutes, and drive follow‑ups to maintain momentum.
• Conduct analyses on client/advisor impacts, operational processes, and benefits/costs to inform recommendations.
• Build executive‑ready materials (decks, briefs, status reports) and maintain dashboards and KPIs to track outcomes.
• Support pilots and implementations, including change management, training materials, and feedback loops.
• Synthesize frontline and field insights to inform design, rollout, and continuous improvement.
• Identify, log, and track risks/issues; proactively escalate with proposed mitigations and owners.
• Contribute to playbooks, process maps, and standard operating procedures to improve execution consistency.
• Independently drive small to medium‑sized initiatives as capabilities grow, delivering measurable outcomes.

Required qualifications, capabilities, and skills

• 3+ years of experience in financial services, consulting, or a project/program management function.
• Demonstrated experience coordinating cross‑functional projects in a fast‑paced environment with multiple stakeholders.
• Strong analytical skills with the ability to break down complex processes and translate insights into clear actions; proficiency in Excel and PowerPoint.
• Excellent written and verbal communication skills; ability to create concise, executive‑ready materials.
• Highly organized, detail‑oriented, and accountable, with the ability to manage multiple priorities and meet deadlines.
• Collaborative mindset with strong interpersonal skills and the ability to work effectively at all levels of the organization.
• Adaptable and comfortable with change; solution‑focused approach to problem solving.

Preferred qualifications

• Exposure to corporate strategy, product, or PMO environments.
• Familiarity with Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models and metrics.
• Foundational knowledge of risk and controls and working with Legal/Risk/Compliance partners.

 

 

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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 discrim