JPMorganChase
Senior Associate, Commercial Office – Wealth Management, Managed Investments
We are looking to add a Senior Associate, Commercial Office to Wealth Management – Managed Investments. Managed Investments is responsible for the management and/or implementation for close to $1 trillion of assets across various lines of business and programs, including Chase Wealth and the Private Bank. By scaling our wealth advisory business and growing assets under management, we aim to transform and innovate our capabilities, achieve greater efficiency, reduce risks, and deliver greater value‑add services to advisors and clients.
The role will work with Managed Investments Leadership to build new capabilities by developing and executing a roadmap and managing multiple transformation and renovation projects.
Job Responsibilities
Support the Managed Investments Commercial Office in all aspects of managing the team, from day‑to‑day needs to leading high‑profile strategic initiatives
Drive the planning and execution of the New Capabilities pillar
Develop a detailed understanding of current‑state processes, identify opportunities for improvement and drive initiatives; maintain a deep understanding of our product offering and trading processes
Provide structure and communication around key decision‑making forums
Provide a high level of responsiveness to executive ad‑hoc requests related to project management, presentation development, and business analysis
Collaborate with functional partners across the organization to help achieve business objectives
Required Qualifications, Skills And Capabilities
3+ years of experience or equivalent expertise in financial services, wealth management or investments organizations or consulting
3+ years of experience in complex project management, transformation projects, technology applications, or equivalent expertise
Ability to synthesize information to formulate a message for Senior Management
Prior experience creating high quality presentations used for executive‑level management communication and transparency into program strategy and progress
Understand broad‑ranging information and new concepts quickly and able to distil into key points
Strong written and verbal communication skills and ability to communicate to senior stakeholders
Strong organization skills and attention to detail
Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers
About Us JPMorgan Chase, 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.
Compensation & Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. Additional 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.
Equal Opportunity Employer 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.
About The Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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The role will work with Managed Investments Leadership to build new capabilities by developing and executing a roadmap and managing multiple transformation and renovation projects.
Job Responsibilities
Support the Managed Investments Commercial Office in all aspects of managing the team, from day‑to‑day needs to leading high‑profile strategic initiatives
Drive the planning and execution of the New Capabilities pillar
Develop a detailed understanding of current‑state processes, identify opportunities for improvement and drive initiatives; maintain a deep understanding of our product offering and trading processes
Provide structure and communication around key decision‑making forums
Provide a high level of responsiveness to executive ad‑hoc requests related to project management, presentation development, and business analysis
Collaborate with functional partners across the organization to help achieve business objectives
Required Qualifications, Skills And Capabilities
3+ years of experience or equivalent expertise in financial services, wealth management or investments organizations or consulting
3+ years of experience in complex project management, transformation projects, technology applications, or equivalent expertise
Ability to synthesize information to formulate a message for Senior Management
Prior experience creating high quality presentations used for executive‑level management communication and transparency into program strategy and progress
Understand broad‑ranging information and new concepts quickly and able to distil into key points
Strong written and verbal communication skills and ability to communicate to senior stakeholders
Strong organization skills and attention to detail
Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers
About Us JPMorgan Chase, 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.
Compensation & Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. Additional 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.
Equal Opportunity Employer 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.
About The Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
#J-18808-Ljbffr