What are the responsibilities and job description for the J.P. Morgan Wealth Management - Associate, National Branch Field Strategy & Execution position at JPMorgan Chase?
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. J.P. Morgan (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 within National Branch Field Strategy and Execution, you will play a key role in building the new business and integrating within the existing J.P. Morgan Wealth Management 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
- Drive the translation of the client and advisor experience strategy into tangible business solutions
- Define & recommend enhancements to detailed processes and operating models
- Support and manage end-to-end field implementation of strategic initiatives
- Guide and influence key stakeholders towards strategic decision-making
- Organize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or program
- Identify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)
Required qualifications, skills, and capabilities.
- Strength in project management, problem resolution, effective communication, product knowledge, and marketing
- Flexibility and the ability to quickly adapt within a dynamic environment
- Analyze and prioritize alternative solutions to drive results
- Create and deliver compelling presentations for senior leadership
- Team orientation, high energy level, positive thinker
- 3 years of experience in project management and financial services, preferably wealth management and financial planning
- Experience in strategic consulting or process improvement
- Demonstrated experience leading & contributing to large, complex projects (planning, designing, documenting, communicating)
- Familiarity with end-to- end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)
- Strong storytelling and presentation skills (written and verbal)
- Bachelor’s degree
