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Morgan Advisors
2 months ago
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 customize solutions tailored to clients' specific needs.
As a Program Manager for the JPMA Cross Line of Business Partnership group, you will play an integral role in promoting collaboration between JPMA and other lines of business (e.g. Commercial and Investment Bank, Business Banking, Private Bank etc.) to serve the needs of our clients. The role will regularly interface with Financial Advisors, internal JPMA stakeholders and cross line of business partners to facilitate the flow of business opportunities. Through collaboration on special projects with the Wealth Partners team, the Associate will gain exposure to various areas of expertise related to wealth management.
Job Responsibilities:
- Prioritize and respond to a large volume of in-bound inquiries from advisors seeking connectivity to JPMC's lines of business on behalf of clients' business needs
- Engage with advisors to profile the opportunity (e.g. size of business, nature of services needed, etc.) in order to best direct the opportunity within the firm; develop feedback loop to track outcomes
- Create and maintain activity trackers used to develop monthly metrics reports and performance dashboards
- Partner with Data, Strategy and Market Leadership program teams to facilitate cross line of business engagement and to report activity as part of firmwide initiatives
- Develop and maintain internal reference materials, presentations and training programs to promote awareness of cross line of business resources (e.g. intranet, advisor resource guide, business updates, internal council meetings, etc.)
- Understand and communicate the organizational structure and capabilities of JPMC lines of business and corporate functions
- Ensure regular dialogue and engagement between key stakeholders of cross line of business partners and JPMA leaders
Required qualifications, capabilities, and skills:
- Bachelor's degree
- At least 3 years of experience in financial services, banking or wealth management
- Proven ability to develop relationships with internal and external stakeholders and effectively execute initiatives
- Experience in simultaneously manage multiple projects with strong attention to detail
- Proficiency in Microsoft Word, Excel and PowerPoint (PitchPro)
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/Veterans
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.
