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. 

 

As an Associate within National Branch Field Strategy and Execution, you will play a key role in building the new business and integrating within the existing J.P. Morgan Wealth Management 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

Drive the translation of the client and advisor experience strategy into tangible business solutionsDefine & recommend enhancements to detailed processes and operating modelsSupport and manage end-to-end field implementation of strategic initiativesGuide and influence key stakeholders towards strategic decision-makingOrganize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or programIdentify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)

 

Required qualifications, skills, and capabilities.  

Strength in project management, problem resolution, effective communication, product knowledge, and marketingFlexibility and the ability to quickly adapt within a dynamic environment Analyze and prioritize alternative solutions to drive resultsCreate and deliver compelling presentations for senior leadershipTeam orientation, high energy level, positive thinker3+ years of experience in project management and financial services, preferably wealth management and financial planningExperience in strategic consulting or process improvementDemonstrated experience leading & contributing to large, complex projects (planning, designing, documenting, communicating)Familiarity with end-to- end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)Strong storytelling and presentation skills (written and verbal)Bachelor’s degree