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 5,000 advisors located across 3,500 branches and 20 offices.

In this role you will work collaboratively with USWM Solutions & Advice (S&A) team partners as well as USWM leadership and stakeholders. To be successful in this role, the individual will need to develop knowledge of the wealth management offering and channels broadly, be knowledgeable of the evolving investment product landscape, and capable of partnering with stakeholders across the organization to drive and deliver changes to our product set.

Job responsibilities

Directly support the Head of Solutions & Advice and act as a key partner to internal S&A leads and team members as well as key stakeholders and functional partners

• Own product roadmaps and initiative tracking for Solution & Advice priorities

• Develop presentation materials to advance the Solution & Advice strategic agenda, promote capabilities and solutions to internal stakeholders (including senior management), and to highlight relevant initiatives across various internal forums meetings

• Conduct qualitative reporting to highlight achievements through established channels (including weekly S&A and USWM decks and summaries)

• Identify areas of opportunity to help drive priorities forward

• Identify and participate in opportunities to align S&A strategy with CWM, JPMA and with the overall USWM strategy, and support strategic initiatives and discussions to move business strategy forward

• Support product controls through agenda and content coordination on key control-related committees, manage audit requests, maintain product controls changes for controls systems, etc.

• Inform and develop internal communications

• Manage and monitor organizational structure and hierarchies

• Support day-to-day business operations such as internal communications, entitlements needs, business resiliency plans, etc.

Required qualifications, capabilities, and skills

• Analyst or Associate level

• Bachelor's Degree

• At least 1 year of experience in the financial services industry

• Proficient to advanced experience with Excel, PowerPoint and Word

• Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions

• A self starter with exceptional verbal and written communication skills

• Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment

• Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities, including compliance, due diligence, legal, marketing, operations, risk, sales and technology

Preferred qualifications, capabilities, and skills

• Experience in a wealth management organization

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. For those in eligible roles, discretionary incentive compensation which may be 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

Base Pay/Salary

New York,NY $83,500.00 - $113,900.00 / year