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 (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.  

As an Associate on the National Branch Field Strategy and Execution team, you 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 the clients we serve.

 

Job Responsibilities:

Lead training sessions and office hours for advisors and leadership; serve as a resource for National Branch advisors (Personal Advisors & Investments Direct).Support change management initiatives and facilitate the rollout of new products, processes, and technology to the field.Provide supplemental coaching to field teams, with an emphasis on onboarding new hires.Assist in the management and execution of firm-wide strategic initiatives.Consult on the definition of detailed processes and system requirements.Support Divisional and Regional Leadership with tactical tasks.Collaborate with Wealth Management Specialists and the broader Practice Management organization.Create and deliver compelling presentations for senior leadership and frontline advisorsCreate training materials

 

Required qualifications, skills, and capabilities:

Bachelor’s degree required.Minimum of 5 years in financial services, with a focus on wealth management and financial planning.Experience with internal Salesforce and advisory tools.Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, and operations, with the ability to collaborate across these teams.Exceptional storytelling and presentation skills, both written and verbal.Team orientation, high energy level, positive thinkerFlexibility and adaptability to operate effectively within a dynamic environmentProject management experienceAbility to analyze and prioritize alternative solutions to drive resultsKnowledge of internal products and services offered within National BranchSeries 7 & 66

Preferred qualifications, skills, and capabilities:  

WMCP preferred