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

The JPMorganChase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly formed organization that serves as a strategic partner to the Wealth Management CAO, providing comprehensive day-to-day operational support and driving the advancement of key business priorities. Whether leading initiatives across Wealth Management and the broader firm, developing business analyses that inform senior decision-making, or curating executive-ready presentations and coordinating leadership forums / business reviews, the team ensures the CAO organization operates with clarity, alignment, and momentum.

As the Senior Associate Business Manager in the CAO Business Management team, you will play a pivotal role in optimizing the Wealth Management business by providing comprehensive day-to-day operational support and promoting the successful execution of key initiatives and administrative functions. Responsibilities will encompass the development of high-impact materials, executive level reporting, communications, and driving the advancement of business priorities and the people agenda.  In this capacity, you will serve as a trusted advisor and counterbalance to the Head of CAO Business Management. The role of a Business Manager is inherently dynamic, requiring the versatility to navigate a broad range of responsibilities and respond effectively to evolving business needs on a daily basis. Success in this position demands exceptional communication skills, a high degree of flexibility, and the ability to thrive in an environment characterized by ambiguity and change.   The ability to build strong collaborative relationships with leaders and cross-functional partners across JPMorganChase Wealth Management, is essential. 

Job responsibilities

• Help lead and manage tactical initiatives on behalf of the function
• Create business analysis to support recommendations for senior decision making
• Organization of weekly senior leader updates
• Curate executive ready presentations, and assist in preparation and follow ups for various forums and events (e.g., offsites, business reviews, senior stakeholder meetings, conferences)
• Effectively own and manage follow up items to ensure proper sequencing and completion
• Interface with senior executives on the leadership team and build relationships across various stakeholders to enable the business to achieve its objectives
• Develop internal communications and content for the organization
• Assist in prioritization, implementation and measurement of key priorities, goals, and targets for the business
• Maintain a positive attitude and act as team player in supporting team activities and initiatives 
• Handle confidential information in a professional manner

 

Required qualifications, capabilities, and skills

• A track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating leadership
• Strong interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of the organization
• Ability to communicate effectively and confidently (both verbally and written)
• Strong executive presence / presentation skills
• Ability to prioritize, multi-task and manage multiple activities with tight deadlines
• Self-motivated, driven, positive, team-player with unwavering personal integrity
• Strong skillset in Microsoft office products (e.g., PowerPoint, Word, Excel, Outlook), and executive presentation building skills
• Excellent problem-solving skills and ability to prioritize issues and analysis; strong organizational skills and detail-orientation
• Adaptable to change in a fast-paced environment
• Excellent attention to detail

• Knowledge of the J.P. Morgan Wealth Management business models and organization structure

   

 

Preferred qualifications, capabilities and skills

• Minimum of 2 years of prior experience in financial services industry, preferably in wealth management or investments organizations
• Minimum of 2 years of project management, business management, or consulting experience ideally with exposure to field / large project rollouts and accountability for complex components / tasks

 

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.