J.P. Morgan Wealth Management – Senior Associate, National Branch Sales Strategy

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 a Senior Associate in the National Branch Sales Strategy within J.P. Morgan Wealth Management, you will have end-to-end ownership of National Branch’s Platform delivery management and reporting. You will be responsible for partnering closely with key stakeholders and product owners across the organization to ensure alignment in designing and implementing the platform strategy and roadmap. Your role will be critical in defining business requirements for various digital products across our Wealth Management business and promoting feedback from both our clients and advisors towards adoption of the platform. This role provides an opportunity to contribute significantly to the success and future growth of the National Branch.

Job Responsibilities

• Support the National Branch platform strategy team in all aspects of the organization, ranging from management of day-to-day business to the execution of strategic initiatives
• Effectively manage the day-to-day business administration (chief of staff function), including partnering with leadership to prepare for business reviews, which includes drafting executive ready decks, meeting management, and change management
• Ensure efficient and productive meetings by effectively managing agendas, facilitating discussions, and organizing with the events team as needed 
• Support the delivery of the multi-year National Branch roadmap and strategic planning process across various product initiatives and priorities
• Proactively identify any potential delivery issues and escalate them in a timely manner
• Project manage and quickly bring functions together to solve complex problems in a timely manner and create business recommendations in support of senior decision making 
• Communicate effectively with key business partners to understand projects and drive next steps

 

Required qualifications, capabilities, and skills

• 1-3 years of experience in Platform Delivery and/or Program Management
• Detail-oriented, organized, and task-oriented 
• Excellent communication and interpersonal skills with ability to interface with all levels of the organization
• Ability to build strong partnerships with key stakeholders, management and colleagues across USWM
• Team player with a proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholders
• Excellent end-to-end generalist problem solving skills and ability to prioritize and analyze issues
• Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines
• Strong knowledge and experience using PowerPoint and Excel is required
• Proactive self-starter who is comfortable working independently and enjoys a fast-paced environment 

Preferred qualifications, capabilities, and skills

• Strong verbal communication and presentations skills
• Strong written communication skills: the ability to write clearly with a high level of sophistication and detail
• Product launch or product lifecycle agile management experience is highly desired

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 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 deta