The JPMorgan Wealth Management Statements & Tax reporting team defines and executes on the strategy for 3 client facing reporting products that impact 5+ million investment account holders, delivers over 45 million client documents and drives an investment budget of approximately $15 million dollars annually spread across 4 distinct technology teams covering more than 10 scrum teams.

 

As the Product Associate  on the Performance Statements and Tax Products team, you will work closely with each area product owners, delivery managers and stakeholder and legal risk and control partners lead all aspects of disclosure and client communications delivered through Wealth Management investment account statements and quarterly performance reports; driving governance, and operational excellence while collaborating with senior executives across the bank.

 

Job Responsibilities: 

Work closely with legal, compliance, lines of business, and other product teams for new disclosure intake and refinement.Finalize disclosure language, using sound judgment to provide the best client experience.
Draft, plan, execute, and document statement messages; follow up with stakeholders for review and approvals.Closely partner with operations for disclosure and insert implementation.Document and prioritize new disclosure distribution requests, including new targeting criteria.Work closely with servicing and communication teams to review and finalize quarterly performance report inserts.Collaborate with multiple technology teams to ensure smooth processing of quarterly performance reports.Partner with servicing and print fulfillment teams to coordinate production as needed and ensure quality control checkpoints approved and documentedConduct annual reviews of performance report and investment statement disclosures with legal, compliance, lines of business, controls, and other product teams to ensure disclosures remain evergreen.Create and refine robust controls to ensure proper oversight of the disclosure process.

Take ownership of self-development, including stretch assignments to prepare for greater responsibilities and career growth; proactively seek opportunities for continued learning.

 

Required qualifications, capabilities, and skills

Bachelor's Degree 1-3 years in financial services industry Proficient to advanced experience with Excel, PowerPoint and WordSelf-starter with ability to drive on own Exceptional verbal and written communication skillsStrong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environmentTeam-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities, including compliance, due diligence, legal, marketing, operations, risk, sales and technology

Series 99 License or to be obtained within 120 days. 

 

Preferred qualifications, capabilities, and skills 

Solid understanding of FINRA statement regulationsExperience with brokerage account statements preferred