J.P. Morgan Advisors Business Analyst- Vice President
J.P. Morgan Advisors Business Analyst- Vice President
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Salary Not Disclosed
1 Vacancy
Job Description
When you join JPMorgan Advisors youll have the chance to apply your talents and leadership skills within an inclusive Wealth Advisor community. Youll discover diverse opportunities for career advancement and internal mobility while expanding your expertise alongside a collaborative growth-oriented team. By leveraging your organizational strengths and strategic thinking youll contribute to regional success and help cultivate new business opportunities in your local market.
As a Business Analyst within J.P. Morgan Advisors you will play a key role in identifying and developing new business opportunities while supporting Wealth Advisors and their clients. You will collaborate with our team to build strong relationships and deliver exceptional client this role you will help maintain high standards of service and contribute to activities that benefit both prospective and existing clients. We value your unique perspective and encourage you to make a meaningful impact in a supportive environment. This opportunity allows you to grow professionally while making a difference for our clients and team.
Job Responsibilities:
- Demonstrate initiative in creating strategies for branch-level project execution and management initiatives
- Oversee and manage onboarding processes for new Financial Advisors including day one package delivery client communications and protocol adherence
- Take ownership of employee offboarding ensuring proper distribution of departing Financial Advisors book of business
- Collaborate with Business-aligned functional areas to develop strategies that enhance communication and drive efficiencies
- Identify and communicate efficiencies or inefficiencies to relevant leaders to support growth and development
- Work with Risk and Controls Supervisory Management Legal and Compliance teams to resolve Advisor/Client issues and requests
- Design and implement communication strategies for key initiatives ensuring effective updates from Business-aligned functional areas to local management and front office
Required qualifications capabilities and skills:
- Advanced proficiency in Outlook Word PowerPoint and Excel; ability to quickly learn firm systems
- Proven track record of following up and driving tasks from initiation to completion
- Strong communication skills with advisors internal partners and client associates; builds and sustains effective relationships while maintaining professionalism under pressure
- Demonstrated self-starter; able to work independently in demanding environments
- Thrives in fast-paced settings; proactively identifies and addresses client needs
- Minimum 3 years of experience in the financial services industry
- Bachelors degree required
Required Experience:
Exec
Employment Type
Full-Time
