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J.P. Morgan Wealth Management, part of the Consumer & Community Banking division, is committed to serving clients across all of their financial needs. With offerings ranging from self-directed and automated investing to full-service advisor relationships, we manage approximately $400 billion in assets with around 4,000 advisors. Our mission is to foster growth and mobility internally, delivering exceptional service and custom solutions as a global leader.

As an Associate in the Business Development Strategy and Support team, you will play a vital role in executing strategic initiatives to enhance advisor development and productivity. You will work across teams, serving as a versatile collaborator whose responsibilities may evolve based on business needs. This role requires strong strategic thinking, presentation development, and execution skills, along with the ability to implement feedback and propose innovative solutions.

Job Responsibilities

• Support and execute strategic initiatives, working across multiple stakeholders to initiate advisor and client engagement.

• Assist in project management activities, coordinating with various teams to ensure timely and successful implementation of initiatives.

• Create and refine executive-ready presentations, ensuring they effectively communicate strategic insights and recommendations.

• Develop field training sessions to equip advisors and field leaders with the necessary skills and knowledge to leverage new tools and strategies.

• Act as a dynamic team player, adapting to changing responsibilities and taking direction from colleagues at all levels, from analyst to director.

• Gather and implement feedback from various stakeholders to continuously improve processes and outcomes.

• Provide execution support for key business priorities, ensuring timely and effective delivery of initiatives.

• Build and maintain strong relationships across teams, leveraging diverse skills to achieve business objectives.

Required qualifications, capabilities, and skills

• 1+ years of experience in financial services

• Strong strategic thinking and problem-solving skills, with the ability to develop and execute complex initiatives.

• Experience in supporting technology tool launches and project management

• Expertise in Microsoft PowerPoint.

• Excellent interpersonal skills, with the ability to collaborate across teams and adapt to changing roles and responsibilities.

• Demonstrated ability to take direction from colleagues at various levels and implement feedback effectively.

• Strong organizational skills, detail-oriented, and comfortable managing a dynamic workload.

• Self-motivated with a commitment to acquiring new knowledge and skills; continuously improving standards of work.

• Bachelor's degree required

Preferred qualifications, capabilities, and skills

• Wealth management industry experience Preferred

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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 $66,500.00 - $100,000.00 / year