J.P. Morgan Wealth Management Partnership Program Analyst
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business J.P. Morgan Advisors Personal Advisors and Self-Directed - our digital investing platform. The combined business has $600 billion in Assets Under Management and 5000 advisors located across 3500 branches and 20 offices.
As an Analyst on the Sales Strategy Support team you will help execute and analyze client transfer programs ensuring our processes align with business strategy and client needs. This position is ideal for a thorough and eager learner who can manage transfer opportunities coordinate with partners and ensure professional handling of client transfers. You will gather document and track client transfers working closely with field leaders advisors and other stakeholders to ensure that client transfers are managed with professionalism and care. This role requires a diligent and detail-focused individual with sound judgment capable of handling multiple priorities and committed to improving client satisfaction and business outcomes. Your commitment to improving client satisfaction and business outcomes will be essential to your success.
Job responsibilities
- Respond to field inquiries on the program including process policy and reporting; communicate program and policy changes to leadership managers field and support partners; maintain program overview materials and field call lists.
- Gather and document transfer requests; provide ongoing updates to Advisors and Managers while details are under review.
- Confirm transfer classifications with all partners and provide updates to Advisors and Managers after transfer finalization.
- Provide regular updates to Advisors and Managers; track transfers and coordinate revenue share review; submit revenue shares to the incentive system and coordinate with Finance and Controllers to execute economic arrangements across channels.
- Support reporting and analytics on identified transfers and results including flows revenue and assets that will be used to keep managers and executives informed on program status
Help identify risks and escalate issues contributing to a solution-focused resolutions
Required qualifications capabilities and skills
- Possess 2 years of professional work experience
- Detailed-oriented with strong organizational skills and the ability to balance and deliver on multiple priorities
- Think analytically and stay grounded in data to understand and analyze complex business processes
- Exhibit strong oral and written communication skills; capable of concision and brevity
- Exercise good judgement and a controls mindset; demonstrate discretion when working with highly confidential information as decisions have a meaningful impact on Clients and Advisors and cases need to be handled with the utmost respect
- Demonstrate intellectual curiosity and honesty seek out the truth and ground decisions in the facts; genuinely interested in leaving each opportunity in a better place than it is today
- Self-motivate with a strong sense of responsibility and initiative
- Ability to work effectively in a team and understand how their role contributes to larger team goals
- Intermediate proficiency in Microsoft PowerPoint Word and Excel
Preferred qualifications capabilities and skills:
- Experience in Wealth Management is a plus
To be eligible for this position you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Required Experience:
IC
Key Skills
- Project / Program Management
- Program Management
- Data Collection
- Military Experience
- Microsoft Powerpoint
- Earned Value Management
- Sharepoint
- Microsoft Project
- Budgeting
- DoD Experience
- Financial Management
- Contracts
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
