About The Team: 

The J.P. Morgan Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of solutions for every client. The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience. The Practice Management and Advisor Development team supports both leaders and advisors in the branch and in the centralized advisor centers. This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business. Our goal is to help advisors successfully engage with clients.

The Advisor Development Team supports the development of branch based advisors through a national new hire framework. Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment and milestone completion. 

The Role:

The Program Specialist is responsible for supporting the overall program operations of the Advisor Growth Program. The Program Specialist will assist in the execution of national training by ensuring participants progress through the framework with a consistent experience. This role will also partner closely with multiple members of the team expanding from field execution to program coordination. 

Core Responsibilities:

Partner closely with onboarding and field leadership to prepare participants for the new hire framework  Execute daily/weekly/monthly routines through calendar management, participant/stakeholder communications and reporting Address incoming stakeholder and participant inquiries regarding program operations and experience  Create and maintain monthly schedule of milestone activities and deliverables  Monitor participant progress through monthly milestones, learning sessions and communicate completion of required activities  Execute participant and stakeholder scorecards  Manage participant progress within the program  Support overall program operations and initiatives  Optimize existing processes to enhance efficiency 

 

Qualifications:

3-5 years broad business experience, preferably in the wealth management industry 1+ years of experience in program, product or project management experience preferred  Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams) Advanced knowledge in Alteryx and Tableau  Ability to multi-task and adapt to changing priorities Exceptional attention to detail Ability to identify opportunities and implement solutions based on program priorities  Proven leadership experience and ability to effectively partner with others Exceptional written skills and strong executive communications experience

Education:

Bachelor’s degree, preferred