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JPMorgan Chase JP Morgan Wealth Management - CWM Business Management Associate in New York, New York

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, Consumer & Community Banking.

The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management, J.P. Morgan Advisors and You Invest - our digital investing platform. The combined business has $400 billion in Assets under Management and 4,000 advisors who work out of 3,500 Chase branches and 21 offices.

The Role

The Associate will support the Head of Chase Wealth Management (CWM) in both the day to day support of the business and its strategic initiatives. They will do so from both from a tactical and strategic perspective through data analytics, executive reporting and driving execution of key priorities. The role requires excellent communication skills, flexibility and comfort with ambiguity and a rapid pace of change, attention to detail, and strong collaboration with various businesses and functional areas across J.P. Morgan Wealth Management and Consumer Banking.

Key Responsibilities

  • Lead tactical initiatives on behalf of the business with the goal of building the skillset required to eventually lead large strategic initiatives; support VP Business Managers on strategic initiatives

  • Create business analysis and recommendations in support of senior decision making

  • Help monitor and communicate financial performance and set targets

  • Oversee portions of the preparation, execution, and follows ups of management meetings, business reviews and offsites

  • Develop internal communications pieces and content for executive presentation, business reviews, executive leadership conferences, townhalls, field visits, and advisor calls

  • Build relationships across functions and LOBs to enable the business to achieve its objectives and to ensure initiatives are executed as planned in a properly controlled manner

  • Drive a client and advisor mindset across all strategic & tactical initiatives

  • Assist in prioritization, implementation and measurement of key priorities, goals, and targets for the business

  • Demonstrate deep understanding of CWM risk, control, and governance policies and processes

  • Demonstrate self-motivation and a commitment to acquiring new knowledge and skills; seek to continuously improve standards of work, address opportunities for development.

  • Demonstrate team spirit and strong collaboration skills across functions and LOBs


  • 5+ years of prior experience in financial services industry, preferably in wealth management or investments organizations

  • A track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership

  • Must be a self-starter with strong critical thinking and analytical skills and disciplined execution mindset

  • Strong interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of organization

  • Strong executive storytelling and presentation skills in written form and verbally

  • Ability to prioritize, multi-task and manage multiple activities with tight deadlines

  • Self-motivated, driven, positive, team-player with unwavering personal integrity

  • Adaptable to change in a fast-paced environment

  • Strong communication skills, resourcefulness and independence to manage a variety of assignments concurrently

  • Works well independently or as part of a team

  • Knowledge of the Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organization structure and performance metrics preferred

  • Experience supporting large organizational and technology transformations

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans