J.P. Morgan Wealth Management Associate National Branch Field Strategy & Execution
Share
Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
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:
- Bachelors 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
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
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
