Wealth Management Associate

Connectwealth Platform SpecialistAs a ConnectWealth Platform Specialist, you will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors businesses, representing in excess of $640 billion in AUM across 900k accounts. Platform specialists will be responsible for launching new capabilities to the salesforce, delivering the value prop of the platform features & capabilities to enhance Advisor productivity, and driving adoption and proficiency in new digital platform toolkit via practice management strategies. The Connect Wealth Program is high profile and spans across multiple lines of business and functions. The goal of the Program is to transform the operating model for managed accounts and implement an intuitive technology platform that supports complex unified managed account strategies. This is a top priority change management and transformative program with strong senior leadership support.Job Responsibilities:Train on our evolving UMA Platform & Program Design and Customize advisor resources and trainings that effectively articulate the value proposition to their practice of the transformational changes ConnectWealth aims to deliverDeliver training in various forums, leveraging digital/scalable mediums whenever possibleProvide insights on our platform/UMA Program to optimize Advisor experience, efficiency & productivity Delivering the platform's capabilities for varying client preferences and buying behaviorsSynthesize and articulate program/platform capabilities and benefits to promote client acquisition/deepen client relationshipsTrusted partner to advisors on new features & capabilities Provide insight on ConnectWealth program / expertise on questions (e.g., challenging transitions or portfolio construction toolkit questions)Partner with Field Engagement/Advisors for complex/large client situations/pitches (e.g., customized portfolio recommendations, existing vs. proposed allocation analyses)Drive Adoption - Critical partner in driving adoption and enhancing platform/program adoption/utilization through the facilitation of platform sales and retention strategies and campaignsRequired Qualifications, Capabilities, and Skills2 years of prior experience in financial services industry, preferably in Managed Accounts, wealth management or investments organizationsAdvanced knowledge of managed investment products and/or investment advisory business preferredStrong organization skills and attention to detail; self motivated, resilient and goal orientedAbility to work under tight timelines, with a track record of meeting deliverables and previously established metrics/performance measuresUnderstanding of Agile methodologiesDemonstrated experience collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders including Advisors, Legal, Risk, Compliance, and Controls partnersStrong team player with ability to work with teams at all levelsAbility to quickly build relationships and influence colleagues, incl. technical and functional partnersConfident communicator with ability to provide clear and succinct verbal and written updates for all levels of the organizationPreferred Qualifications, Skills and CapabilitiesDemonstrated proficiency with MS Excel, Word, PowerPointStrong issue resolution/and problem-solving abilitiesExcellent analytical skills, communications and presentation skillsAbility to synthesize information to reach logical conclusions & present findingsAbility to be flexible, follow tight deadlines, organize and prioritize work