JPMorgan Wealth Management - Associate Self-Directed Investing Digital Strategy

JPMorgan Wealth Management (JPMWM) sits within Consumer & Community Banking (CCB) and is focused on helping investors achieve their financial goals. There are four major channels: Chase Wealth Management, JPMorgan Advisors, JPMorgan Self Directed Investing, our digital investing platform, and JPMorgan Personal Advisors, our newly built remote advice channel. The business operates in a highly dynamic environment given the rapid evolution of online trading, client expectations, regulatory changes and tight partnership with other CCB businesses. 

As an Associate, you will establish and maintain the cadence for Growth Strategy and the Strategic Development Initiative (SDI) senior leadership team, ensuring focused discussions, real-time decision making, and clear communication of priorities. You will leverage your business management and strategic mindset to help shape and articulate SDI's growth strategy and major projects, ensuring consistent and clear messaging to senior leadership.

In this role, you will collaborate across non-product/product teams and partner across the business with Marketing, Legal, Risk, etc. to support business objectives, track and report on key milestones and assist in strategic initiatives where necessary. You will also work with Finance and Human Resources (HR) to support headcount planning, budgeting and resource allocation - ensuring SDI is well positioned for sustainable growth. This is an opportunity to work closely with senior SDI and JPMWM leaders, influence decision-making, and contribute to the ongoing success of JPMorgan (JPM) SDI and JPMWM. 

 

 

Job responsibilities

 

• Prepare and facilitate high-impact team meetings, including Townhalls, Offsites, Business Unit Reviews, etc. 
• Build and maintain strong relationships across business and functional support teams
• Drive leadership team agendas, priorities, meetings, and follow-ups
• Develop executive-level business review materials and messaging
• Lead process improvement and innovation initiatives
• Coordinate recruitment activities with HR partners
• Evaluate and enhance department processes, systems, and infrastructure
• Support business leaders with presentations and day-to-day issue resolution (e.g., track milestones for strategic initiatives, maintain trackers, drive follow-ups)
• Contribute to projects on behalf of JPMorgan Self-Directed Investing and Growth Strategy teams (e.g., competitor research, analysis, scheduling, stakeholder comms, etc.)
• Ensure a sound control environment and effective risk management
• Manage day-to-day operations of chief of staff responsibilities

 

 

Required qualifications, capabilities, and skills

 

• 2+ years of experience in strategy consulting, corporate strategy, business operations, or chief of staff roles
• Outstanding communication and storytelling skills, including advanced PowerPoint and Excel skills - you can create compelling, eye-catching presentations and develop complex reports with little or no oversight
• Strong relationship builder who can collaborate with and influence senior-level team members
• Proven ability to manage and implement operational effectiveness initiatives
• Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly
• Ability to work in a fast-paced, results-driven environment
• Detail-oriented with strong organizational abilities
• Ability to multi-task, adapt to changing priorities, and meet tight deadlines
• Uphold strong business ethics and handle sensitive information responsibly

 

 

Preferred qualifications, capabilities, and skills

 

• Prior experience in business management
• Strategic thinker with active curiosity
• Aptitude for technology and understanding organizational structure
• Experience supporting senior management or global teams
• Proven track record in process improvement or project management

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 benefit