Finance & Business Strategy Partner - Wealth Management

JPMorganChase; Tempe (AZ); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorganChase in Tempe, AZ seeks a Finance & Business Management Associate for the US Private Bank Client Service team. You will collaborate with senior leaders to drive strategy, optimize performance, and manage risks, delivering executive reporting and strategic planning insights.

You will coordinate cross-functional initiatives, execute change programs, and present complex data to drive informed decisions that shape regional priorities and client service excellence.

Qualifications

• 4+ years of experience in wealth/asset management or related consulting
• Strong written and verbal communication skills
• Ability to manage multiple tasks under pressure and meet deadlines
• Proficient in PowerPoint and Excel
• Experience presenting to senior leadership

Responsibilities

• Advise the US Client Service Head and leadership team across strategy, controls, people, and performance
• Lead the development, implementation, and tracking of strategic objectives and key results across the region, ensuring alignment with priorities
• Promote optimization of operating models, collaborating with cross-functional teams across Finance, Technology, Operations, Controls, Legal, Risk, Compliance, HR, and Audit
• Oversee business change management, process improvement, and transformation initiatives, including digital platform enhancements, location strategy, and productivity optimization
• Identify, elevate, and mitigate business risks, ensuring robust governance and operational resiliency
• Present complex data and business narratives to senior leadership, providing clear insights and recommendations on financial and operational trends
• Deliver executive management reporting, including presentations, value-added analysis, communications, and business reviews for senior stakeholders
• Represent the business in internal and external working groups, ensuring effective communication and alignment across the organization
• Maintain business hygiene through compliance, training, access management, and resiliency planning
• Support control initiatives impacting the business, partnering with Business Process and Controls, Compliance, Legal, and Control Managers
• Collaborate with counterparts in other regions on global initiatives and best practices

Skills

PowerPoint

Excel

Communication

Analytical thinking

Stakeholder management

Strategy & planning

Tools

PowerPoint

Excel

Job description

JPMorganChase in Tempe, AZ seeks a Finance & Business Management Associate for the US Private Bank Client Service team. You will collaborate with senior leaders to drive strategy, optimize performance, and manage risks, delivering executive reporting and strategic planning insights.

You will coordinate cross-functional initiatives, execute change programs, and present complex data to drive informed decisions that shape regional priorities and client service excellence.