JPMorganChase
Wealth Management Solutions Strategy, Associate
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Wealth Management Solutions Strategy, Associate
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JPMorganChase About the Role
In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm. You will manage mission-critical projects on the Strategy & Business Development team, including developing growth strategies, assessing new market entry plans, implementing organizational restructurings, and leading pre- and post-deal merger & acquisition projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 trillion Assets Under Supervision Wealth Management Solutions business, which creates and manages investment and non-investment products, solutions, and services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, advisory, alternatives, retirement, workplace, deposits, trusts & estates, mortgages, and insurances. Cross-staffing across the broader Asset & Wealth Management (AWM) Strategy team may be available based on interests and availability. Job Responsibilities
Perform competitive and market sizing analyses, including profiling competitors’ offerings/strategies and identifying factors driving growth or change in industry structure Identify and develop growth strategies based on identifying customer segments, buying behaviors, and customer value propositions Translate growth strategies into operational initiatives by modeling business decisions, determining cost structures / drivers, and assessing financial impacts Define operating models and address related organizational design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies Manage or facilitate inter-Line of Business or intra-Line of Business initiatives Drive development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites) Assess strategic rationale and drivers of value in potential mergers and acquisitions transactions Required Qualifications, Capabilities And Skills
3+ years of experience in Strategy consulting with a top-tier management consulting firm, in internal consulting / on a corporate strategy team, in a front office financial services role (e.g., private banker, investment specialist, portfolio management, etc.), or experience working at a wealthtech or similar fintech company Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions Strong client management and executive-level communication skills Strong PowerPoint and Excel skills Open, collaborative, team-oriented operating style Bachelor's degree required Preferred Qualifications, Capabilities And Skills
Deep knowledge of financial services, especially wealth management and asset management Basic level understanding of Artificial Intelligence / Large Language Models About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Join to apply for the
Wealth Management Solutions Strategy, Associate
role at
JPMorganChase About the Role
In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm. You will manage mission-critical projects on the Strategy & Business Development team, including developing growth strategies, assessing new market entry plans, implementing organizational restructurings, and leading pre- and post-deal merger & acquisition projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 trillion Assets Under Supervision Wealth Management Solutions business, which creates and manages investment and non-investment products, solutions, and services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, advisory, alternatives, retirement, workplace, deposits, trusts & estates, mortgages, and insurances. Cross-staffing across the broader Asset & Wealth Management (AWM) Strategy team may be available based on interests and availability. Job Responsibilities
Perform competitive and market sizing analyses, including profiling competitors’ offerings/strategies and identifying factors driving growth or change in industry structure Identify and develop growth strategies based on identifying customer segments, buying behaviors, and customer value propositions Translate growth strategies into operational initiatives by modeling business decisions, determining cost structures / drivers, and assessing financial impacts Define operating models and address related organizational design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies Manage or facilitate inter-Line of Business or intra-Line of Business initiatives Drive development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites) Assess strategic rationale and drivers of value in potential mergers and acquisitions transactions Required Qualifications, Capabilities And Skills
3+ years of experience in Strategy consulting with a top-tier management consulting firm, in internal consulting / on a corporate strategy team, in a front office financial services role (e.g., private banker, investment specialist, portfolio management, etc.), or experience working at a wealthtech or similar fintech company Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions Strong client management and executive-level communication skills Strong PowerPoint and Excel skills Open, collaborative, team-oriented operating style Bachelor's degree required Preferred Qualifications, Capabilities And Skills
Deep knowledge of financial services, especially wealth management and asset management Basic level understanding of Artificial Intelligence / Large Language Models About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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