The Wealth Management Operations service center is responsible for meeting the day-to-day service needs for the Chase Wealth Management Advisor and Client Service Centers as well as the Private Bank and J.P. Morgan Securities no-advice desks.

 

As a member of the JP Morgan Wealth Management Service & Administration Training & Talent Development team, the Associate Developer & Facilitator professional is responsible for all training and knowledge management needs for the group. 

 

This position is responsible for the design, development, implementation, and performance support of JPMWM S&A learning initiatives. This position partners closely with management and subject matter experts to provide high quality customized training solutions and course development. The primary initial function of this position will be in relation to the launch, execution, and maintenance of Excellerate. 

 

Responsibilities

Utilize learning industry software to build interactive and robust courses in a variety of formats including virtual, e-learning, telepresence, and classroom Use storyboards, graphics, audio and video files, interactivity, and animations to construct courseware Facilitates and manages skill enhancement and initiative-specific training programs with audiences ranging from individual contributors to managers Conduct needs assessments with internal clients to identify performance gaps and implement solutions tailored to the stakeholders’ training requirements through focus groups, workshops, surveys, and individual interviews Design and maintain new hire, skill enhancement and initiative-specific training programs Manage multiple training program development projects ranging up to high complexity/high impact Coordinate training sessions with internal business partners, includes details such as location, logistics, set-up, and materials Coordinate logistics of pre and post training implementation – Scheduling, room reservation, outlook invitations, roster management  Participate and lead project teams whose outcomes have significant impact to business results Responsible for LMS administration including adding courses to database, managing attendance, performing evaluations Examine course feedback and metrics to assess training participation, effectiveness, and ensure that appropriate outcomes/improvements have been attained

 

Skills/Qualifications Required

Previous experience in talent development or training Previous JPMWM Service Center experience Series 7 License Prior project management experience Strong Microsoft Office skills – Word, Excel, OneNote, PowerPoint Demonstrates excellent facilitation, oral and written communication skills  Strong instructional design and development skills Facilitation or presentation experience Strong organizational skills  Ability to work independently and manage multiple priorities and responsibilities Capability to effectively interact at all levels in the organization  Exceptional problem-solving and decision-making skills  Some travel required

 

Skills/Qualifications Preferred

Experience with Learning Management Systems Proficiency with course development software such as Adobe Captivate and Articulate Storyline Prior experience in media editing software including Adobe Photoshop, Adobe Illustrator, and Adobe Audition