J.P. Morgan Wealth Management - Associate - National Branch Field Strategy & Execution

Job Description

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 advisors
• Create 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 thinker
• Flexibility and adaptability to operate effectively within a dynamic environment
• Project management experience
• Ability to analyze and prioritize alternative solutions to drive results
• Knowledge of internal products and services offered within National Branch
• Series 7 & 66

Preferred qualifications, skills, and capabilities:

• WMCP preferred

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.