J.P. Morgan Wealth Management - CAO Business Manager, Senior Associate

Job Description

The JPMorgan Chase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly formed organization that serves as a partner to the Wealth Management CAO, providing comprehensive day-to-day operational support and guiding the advancement of key business priorities. Whether leading initiatives across Wealth Management and the broader firm, developing business analyses that inform senior decision-making, or curating executive-ready presentations and coordinating leadership forums, the team ensures the CAO organization operates with clarity, alignment, and momentum.

As the Senior Associate Business Manager in the Wealth Management CAO Business Management team, you guide the optimization of the Wealth Management business by providing comprehensive day-to-day operational support and executing administrative functions and key initiatives. Develop high-impact materials, executive-level reporting, communications, and advance business priorities and the people agenda. Serve as a trusted advisor and counterbalance to the Head of CAO Business Management. This dynamic role requires versatility to navigate a broad range of responsibilities and respond effectively to evolving business needs. Success in this position demands exceptional communication skills, flexibility, and the ability to thrive in an environment characterized by ambiguity and change. Building strong collaborative relationships with leaders and cross-functional partners across JPMorgan Chase Wealth Management is essential.

 

Job Responsibilities

• Guide and manage tactical initiatives on behalf of the function
• Create business analysis to support recommendations for senior decision making
• Organize weekly senior leader updates
• Curate executive-ready presentations and assist in preparation and follow-ups for various forums and events (e.g., offsites, business reviews, senior stakeholder meetings, conferences)
• Oversee and manage follow-up items to ensure proper sequencing and completion
• Interface with senior executives on the leadership team and build relationships across various stakeholders to enable the business to achieve its objectives
• Lead the Third Party Oversight Program for JPMWM, as well as other governance-related programs and audit tracking
• Develop internal communications and content for the organization
• Assist in prioritization, implementation, and measurement of key priorities, goals, and targets for the business
• Maintain a positive attitude and act as a team player in supporting team activities and initiatives
• Handle confidential information in a professional manner

 

Required qualifications, capabilities, and skills

• Demonstrate a high level of personal initiative and achieve challenging goals
• Exhibit leadership in various settings
• Build and maintain strong interpersonal relationships across all levels of the organization
• Communicate effectively and confidently, both verbally and in writing
• Present with strong executive presence and presentation skills
• Prioritize, multi-task, and manage multiple activities with tight deadlines
• Exhibit enthusiasm, self-direction, and energy as a team player with unwavering personal integrity
• Utilize advanced skills in Microsoft Office products (e.g., PowerPoint, Word, Excel, Outlook) and executive presentation building
• Solve problems effectively and prioritize issues and analysis with strong organizational skills and detail orientation
• Adapt to change in a fast-paced environment
• Demonstrate excellent attention to detail

 

Preferred qualifications, capabilities, and skills

• Knowledge of the J.P. Morgan Wealth Management business models and organization structure
• Minimum of 2-3 years of prior experience in financial services industry, preferably in wealth management or investments organizations
• Minimum of 2-3 years of project management, business management, or consulting experience ideally with exposure to field / large project rollouts and accountability for complex components / tasks

 

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in 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. 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.​