Asset Management Client Skills Training Facilitation and Technology Training Analyst

J.P. Morgan; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase seeks an Asset Management Client Skills Training and Technology Training Associate to design, develop, and deliver broad training programs including proprietary technology platforms. You will prioritize strategic initiatives and upskill professionals across client advisory and technology adoption teams.

The role partners with stakeholders globally, builds scalable training processes, and contributes to continuous improvement of learning programs across Asset Management.

Qualifications

• Passion for innovation, productivity, and helping others grow.
• Strong project management skills with attention to detail.
• Ability to synthesize information and present to Senior Management.
• Self-starter with a creative, can-do attitude.
• Excellent interpersonal and communication skills with strong analytical abilities.
• High proficiency in MS Office (PowerPoint, Excel, Word); experience with video/virtual tools.
• Experience delivering technology training, preferably in financial services or tech.
• Ability to translate complex concepts into clear training materials.
• Comfort with hands-on demonstrations and real-time user support.
• Preferred: Tableau and Large Language Models (LLMs).

Responsibilities

• Manage project plans, timelines, logistics, and measure training initiative success.
• Design and deliver training on proprietary technology platforms.
• Support strategic initiatives with insights for continuous improvement.
• Build partnerships with stakeholders to drive training strategy.
• Collaborate with regional and global teams to simplify processes.
• Communicate with business partners to align initiatives.
• Create engaging training content, assessments, and workshops.
• Coordinate agendas and follow-ups for internal forums.

Skills

Project management

Presentation skills

Communication

Analytical thinking

MS Office

Training delivery

Stakeholder management

Technical training

Education

Bachelor’s degree

Tools

PowerPoint

Excel

Tableau

Video conferencing tools

Job description

Description

The Client Skills Training Team is dedicated to designing, developing, and delivering consistent skills and knowledge-based global training programs for teams and individuals across Asset Management. As part of the broader Global Product Strategy, Development & Client Skills Training organization, this role offers deep insight and connection to the entire Asset Management business, including opportunities to interact with senior stakeholders. In addition to client skills, this role will also focus on training employees on our proprietary technology platforms, ensuring our teams are equipped to leverage cutting-edge tools in their daily work.

Job Summary

As the Asset Management Client Skills Training and Technology Training Associate, you will be responsible for developing, designing, and delivering a suite of training programs—including those focused on our proprietary technology platforms. You will contribute to the prioritization and execution of strategic business initiatives, and play a key role in upskilling professionals to best serve our clients and maximize the value of our technology solutions. The team covers nearly all areas of Asset Management, with a focus on Client Advisors, Investment Specialists, Client Service teams, and technology adoption.

Job Responsibilities

• Manage project plans and timelines, coordinate logistics, and measure the success of training initiatives to drive the implementation of our Asset Management Training Strategy.
• Design and deliver training programs on proprietary technology platforms, ensuring employees are confident and proficient in using these tools.
• Support strategic initiatives and key priorities by providing insights for continuous improvement.
• Build strong partnerships with key stakeholders to drive our training strategy.
• Participate in collaborative initiatives with regional and global team members and managers, seeking ways to continually simplify, improve, and add value to existing business practices.
• Communicate effectively with key business partners regionally and globally to understand initiatives and drive next steps, always aiming to build scalable, consistent processes.
• Collaborate with business stakeholders and subject matter experts to design engaging training content, assessments, and workshops, ensuring content builds on foundational programs and bridges to advanced learning.
• Coordinate agendas, presentations, and follow-ups for internal forums (e.g., management meetings).

Required Qualifications, Capabilities, and Skills

• Passion for innovation, productivity, process improvement, and helping others grow.
• Strong project management skills with attention to detail and the ability to execute multiple projects simultaneously.
• Ability to synthesize information and formulate clear, compelling presentations for Senior Management.
• Strong work ethic; self-starter with a creative, can-do attitude.
• Excellent interpersonal and communication skills, coupled with strong quantitative and analytical problem-solving abilities.
• High-level proficiency in MS Office products (PowerPoint, Excel, Word); experience with video and virtual meeting technology.
• Experience delivering technology training or onboarding for proprietary platforms, ideally in a financial services or technology-driven environment.
• Ability to translate complex technical concepts into clear, accessible training materials for diverse audiences.
• Comfort with hands‑on demonstrations, troubleshooting, and supporting users in real time.
• Not required, but preferred: experience with Tableau and Large Language Models (LLMs).

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree in a related field.

Company Information

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.

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

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

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.

The Client Skills Training Team is dedicated to designing, developing, and delivering consistent skills and knowledge-based global training programs.