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

Job Description

Help JPMorgan Advisors deliver exceptional experiences and solutions for ultra-high-net-worth clients and their families through high-touch engagements and strategic initiatives.

As a Business Management Senior Associate supporting the Client Specialist organization, you’ll help run the day-to-day strategy and execution that enables Client Specialists to win and grow client relationships. You’ll partner closely with senior leaders and cross-functional teams to deliver business development, operational, technology, marketing, and performance reporting initiatives. This role reports to the Head of Client Specialists and is based in New York, NY or Los Angeles, CA.

Job responsibilities

• Partner with sales, training, marketing, and events teams to deliver core Client Specialist strategies
• Develop actionable ideas that drive business growth and improve efficiency, working independently and with stakeholders
• Execute business development initiatives in collaboration with cross-functional partners
• Lead projects across operations, technology, strategy, marketing, business tracking, and compensation that support the Client Specialist role
• Maintain and enhance platforms that track new business activity, analyze results, and produce performance reporting
• Deliver monthly sales and performance updates to executive leadership
• Manage timelines and deliverables for Client Specialist field activities
• Build business strategy presentations and materials for leadership and broader stakeholder groups
• Support onboarding and orientation for new Client Specialist hires
• Contribute to training programs and resources that enable Client Specialist success

Required qualifications, capabilities, and skills

• Bachelor’s degree
• 4+ years of relevant experience (sales, marketing, project management, finance, analytics, or strategy)
• Strong written and verbal communication skills, with executive-ready presence
• Advanced Microsoft Office skills (PowerPoint, Word, Excel)
• Expert Excel skills, including PivotTables and VLOOKUP-based reporting
• Strong organizational skills with the ability to manage multiple shifting priorities
• Understanding of the wealth management business and client growth drivers

Preferred qualifications, capabilities, and skills

• Progress toward or possession of Series 7, 63, 65, and/or CFP credentials preferred

About Us

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 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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.