JP Morgan Wealth Management - Associate National Branch Field Strategy
JP Morgan Wealth Management - Associate National Branch Field Strategy
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their longterm financial goals and is comprised of the Chase Wealth Management business J.P. Morgan Advisors J.P. Morgan SelfDirected 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 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 solutions
- Define & recommend enhancements to detailed processes and operating models
- Support and manage endtoend field implementation of strategic initiatives
- Guide and influence key stakeholders towards strategic decisionmaking
- Organize related inflight programs that crossimpact are dependent on your assigned workstream project or program
- Identify 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 marketing
- Flexibility and the ability to quickly adapt within a dynamic environment
- Analyze and prioritize alternative solutions to drive results
- Create and deliver compelling presentations for senior leadership
- Team orientation high energy level positive thinker
- 3 years of experience in project management and financial services preferably wealth management and financial planning
- Experience in strategic consulting or process improvement
- Demonstrated experience leading & contributing to large complex projects (planning designing documenting communicating)
- Familiarity with endto end bank infrastructure (Advisors client service product technology operations training and controls)
- Strong storytelling and presentation skills (written and verbal)
- Bachelors degree
Required Experience:
IC
Employment Type
Full-Time
