J.P. Morgan Wealth Management- Associate Strategy and Execution

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).

The J.P. Morgan Wealth Management business is undergoing significant growth initiatives with a key focus being the development of a remote advice and wealth management channel. A successful Associate within National Branch Field Strategy and Execution will play a key role in building the new business and integrating within the existing JPMWM infrastructure. This role will contribute to giving the Field (leadership, advisors, etc.) the necessary operating models, tools, and resources needed to successfully provide a world class experience to our advisors and the clients we serve.

Job Responsibilities

• Drive the translation of the client and advisor experience strategy into tangible solutions
• Define detailed processes, organizational structure, operating models and relevant roles and responsibilities
• Support and manage end-to-end implementation of strategic initiatives
• Guide and influence key stakeholders towards strategic decision-making
• Organize related in-flight programs that cross-impact are dependent on your assigned work stream, project, or program
• Identify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)

Required qualifications, capabilities, and skills:

• 3+ years of experience in a financial services project management role
• Bachelor’s degree
• Create and deliver compelling presentations for senior leadership showcasing advanced PowerPoint and Excel skills
• Strong storytelling and presentation skills (written and verbal)
• Strength in project management, problem resolution, effective communication, product knowledge, and marketing
• Flexibility and the ability to quickly adapt within a dynamic environment 
• Analyze and prioritize alternative solutions to drive results
• Team orientation, high energy level, positive thinker

Preferred qualifications, capabilities, and skills:

• Project management experience preferably in wealth management and financial planning
• Experience in strategic consulting or process improvement
• Demonstrated experience leading large, complex projects (planning, designing, documenting, communicating)
• Familiarity with end-to-end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)

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. For those in eligible roles, discretionary incentive compensation which may be 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 well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans