J.P. Morgan Advisors – Business Specialist - New York, NY

JPMorgan Chase & Co.; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player seeks a Business Specialist to enhance operations within their ultra-high net worth division. This dynamic role involves overseeing workflow, mentoring team members, and acting as a liaison between management and advisors. You will be instrumental in identifying new business opportunities and ensuring client satisfaction through effective communication and project management. Join a collaborative team environment where your strategic thinking and client-focused approach will drive success and growth in a high-pressure setting. This is a unique opportunity to leverage your financial services expertise and make a significant impact.

Qualifications

• 7 years' experience in Financial Services industry required.
• Strong understanding of client needs and sensitivities.

Responsibilities

• Oversee sales support and coordinate client service projects.
• Identify opportunities to improve efficiencies and develop procedures.
• Work with Financial Advisor to identify new business opportunities.

Skills

Financial Services Experience

Client Relationship Management

Team Collaboration

Project Management

Multitasking

Job description

J.P. Morgan Advisors – Business Specialist - New York, NY

New York, NY, United States

Job Information

• Job Identification 210608880
• Job Category Business Management
• Business Unit Asset & Wealth Management
• Posting Date 03/20/2025, 10:03 PM
• Locations New York, NY, United States
• Job Schedule Full time

Job Description

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.

As a Business Specialist within J.P. Morgan Advisors, you will play a crucial role in overseeing the ongoing operations of the Advisor's book of business. You will partner with leadership and manage the workflow across team members to streamline day-to-day operations. Your strategic thinking will be key in mentoring team members and acting as a liaison between management and the Advisor’s team. This role provides an opportunity to work in a team-based environment, handle multiple assignments with accuracy, and meet deadlines in a high-pressure environment. You will also have the chance to work with the Financial Advisor to identify new business opportunities and grow new assets.

Job responsibilities:

• Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues; supervise junior sales support including hiring, training, and performance management.
• Organize and regulate workflow within the group including identifying opportunities to improve efficiencies; develop procedures for solving logistical and administrative client concerns; improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients.
• Provide client contact and coverage responsibilities including being the main point of contact for key client relationships; work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies.
• Attend client meetings as necessary; complete ad hoc client related projects as needed; navigate firm/client issue resolution, escalation, and creative solutions.
• Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base.
• Perform special portfolio analysis on products; attend product rollouts, ideas calls, and research meetings to stay current on all JPMA products and services.
• Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.

Required qualifications, capabilities, and skills:

• 7 years’ experience in Financial Services industry.
• Strong understanding of the needs and sensitivities of clients.
• Ability to work in a team-based environment.
• Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment.
• Experience working on a team with at least two additional Sales Associates.
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.