Affluent Strategy Associate: Cross-Channel Referrals Lead

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Wealth Management in the US market is seeking an Associate in USWM focused on Affluent Strategy.

You will drive end-to-end referral mechanisms between Chase's Consumer Bank and Wealth Management, supporting the growth and deepening of relationships with affluent clients nationwide. You will partner with Chase Wealth Management, Private Client, and field leadership to deliver scalable programs, playbooks, and training, balancing priorities across businesses while maintaining a high

Qualifications

• 2+ years of experience in financial services or related field.
• Strong written and verbal communication; tailor messaging for audiences.
• Self-motivated with track record of high achievement.
• Leadership and relationship-building with functional partners, field sales, and SMEs.
• Critical thinking; ability to learn new strategic frameworks in a regulated environment.
• Excellent collaboration and stakeholder management across complex teams.
• Ability to influence project teams and produce field-facing tools and training.
• Sound judgement; detail-oriented and highly organized with strong prioritization.

Responsibilities

• Align the affluent strategy to JPMorgan Wealth Management priorities and client needs.
• Design and implement a scalable referral operating model between Private Client and Wealth Management as services scale.
• Create field-facing resources (Playbooks, FAQs, Training materials) that articulate the value proposition of J.P. Morgan Private Client for affluent clients.
• Lead initiatives that strengthen day-to-day partnerships between advisors and client-facing partners (Relationship Managers, Private Client Bankers, Wealth Planners).
• Regularly engage with field leadership across CWM's markets to incorporate feedback as programs scale.
• Balance the priorities and objectives of both Private Client and Wealth Management businesses.
• Identify risks and elevate issues quickly with a solution-focused mindset.
• Build and manage success metrics reporting, coordinating updates for stakeholders.
• Build trust and rapport through all interactions to deliver outcomes across bankers, advisors, and clients.

Skills

Communication

Stakeholder management

Leadership

Critical thinking

Collaboration

Influence

Attention to detail

Job description

J.P. Morgan Wealth Management in the US market is seeking an Associate in USWM focused on Affluent Strategy.

You will drive end-to-end referral mechanisms between Chase's Consumer Bank and Wealth Management, supporting the growth and deepening of relationships with affluent clients nationwide. You will partner with Chase Wealth Management, Private Client, and field leadership to deliver scalable programs, playbooks, and training, balancing priorities across businesses while maintaining a high