J.P. Morgan Wealth Management- Associate, Business Transformation
1 month ago
The Associate position calls for a high degree of collaboration across functions including Senior Leadership, Front Office Advisors, Product Specialists, Operations, Technology and Marketing/Communications to implement complex transformational change. The successful candidate will be a proactive problem solver, passionate about driving clarity, decision making and results despite ambiguity. This role requires flexibility and the ability to quickly adapt within a dynamic environment. The right candidate will have experience in Wealth Management, Financial Services, Investments and/or Management Consulting.
Job responsibilities
- Define and analyze business problems/objectives and translate into tangible solutions
- Support the development of detailed target state operating models and implementation roadmaps to support cross-functional change
- Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
- Think innovatively to analyze, design and prioritize alternative solutions
- Influence a cross-functional, diverse environment to change status quo
- Create and deliver compelling presentations for senior leadership
- Forge relationships (internally and across functions) and build a network throughout the firm
Required qualifications, capabilities, and skills
- 3+ years of experience in management consulting and/or program management, preferably in Wealth Management
- Demonstrated experience driving large scale, complex projects and operating model changes thru design, planning, documenting and execution
- High proficiency in supporting program workstreams and cross-functional working groups
- Experience with end-to-end processes/infrastructure, including advisors, client service, product, technology, operations and controls
- Curiosity and drive with an innovative mindset
- Detail oriented, organized and familiar with program management and process mapping tools/methodology
- Outstanding communication and presentation skills
About us
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/Veteran
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
-
J.p. Morgan Wealth Management
1 week ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** 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...
-
J.p. Morgan Wealth Management
3 weeks ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
-
J.p. Morgan Wealth Management
5 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** At J.P. Morgan Wealth Management, we believe that wealth managed with intent leads to better outcomes for our clients. By listening and focusing on clients first (rather than products), we can better understand their needs, concerns, and goals - to determine how solutions and performance align to enable clients to achieve their desired...
-
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** The US Wealth Management **Business Transformation Office (BTO)** is seeking an Associate to join their team in New York. This role will be part of an internal consulting group responsible for the end-to-end strategy definition and execution for the firm’s top strategic initiatives. BTO partners across functions, business lines and...
-
J.p. Morgan Advisors
4 weeks ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...
-
J.p. Morgan Advisors
1 day ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...
-
J.p. Morgan Wealth Management
3 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** As a member of our Project Execution team, you'll draw on your strengths managing people and processes to manage technology projects that typically span multiple lines of business and have firm-wide implications. You'll lead these projects from initiation through implementation, including: establishing project requirements, priorities...
-
J.p. Morgan Wealth Management
2 weeks ago
New Hyde Park, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
-
J.p. Morgan Advisors
1 week ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us...
-
J.p. Morgan Advisors
1 month ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team. As a J.P. Morgan Advisors Training Specialist, you will work...
-
J.p. Morgan Advisors
6 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us...
-
Wealth Management, Alternative Investments
7 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** Within the J.P. Morgan Wealth Management, the Alternative Investments Group (“Alts”) is a global team of experienced professionals based in New York, Hong Kong, London and Geneva whose goal is to identify and bring to J.P. Morgan’s Wealth Management clients a diverse array of attractive alternative investment opportunities. The team...
-
J.p. Morgan Wealth Management
2 months ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** Are you someone who enjoys working with data, collaboration, partnership with business stakeholders, driving results, thinking strategically and is focused on personal and professional growth? Then you’ve found the right role! As the Marketing Finance Vice President in the Marketing Finance and Business Management team, you will help...
-
J.p. Morgan Advisors
1 day ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** FX and global payments are critical drivers of the international growth agenda for the global Payments business and J.P. Morgan Payments Brazil is looking for an associate to join the Product Sales Specialist (PSS) team to support the execution of the FX Payments growth strategy in Latin America. The Cross Currency Solutions PSS...
-
J.p. Morgan Advisors
3 weeks ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team. As a Training Specialist within J.P. Morgan Advisors, you will...
-
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Wealth Management & Investment Solutions (WMIS) business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. WMIS covers all aspects of the Wealth Management coverage including the Private Bank, J.P. Morgan...
-
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** The new J.P. Morgan Private Client Marketing Strategy team will define the vision for how to support the rapidly growing affluent segment amidst the launch of a new offering that bridges the gap between Chase Private Client and J.P. Morgan Private Bank. We are a highly-collaborative team with an entrepreneurial spirit - committed to...
-
Wealth Management Investment Solutions
2 weeks ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** JPMorgan Chase & Co (“JPM”) is a leading global financial services firm with assets of more than $32 trillion, over 300,000 employees, and operations in over 160 global markets. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking, and Consumer and...
-
Asset Management
6 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P....
-
J.p. Morgan Advisors
2 weeks ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team. As a Transition Specialist within J.P. Morgan Advisors, you...
