J.P. Morgan Wealth Management - Associate, Affluent Strategy & Cross-Channel Referrals

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 (USWM) helps investors achieve their long-term financial goals through four channels: Chase Wealth Management (CWM), J.P. Morgan Advisors (JPMA), J.P. Morgan Personal Advisors, and J.P. Morgan Self-Directed Investing. Together, these channels serve clients nationwide with approximately $1.1 trillion in assets under management (AUM) and about 6,000 advisors across roughly 5,000 branches and offices.

As an Associate in USWM focused on Affluent Strategy, you will manage initiatives that acquire, grow, and deepen relationships with affluent clients. While you will primarily support Chase Wealth Management, a rapidly growing, client-facing field sales organization - you will also develop a deep understanding of all Wealth Management distribution channels and how they partner with Chase's Consumer Bank to deliver a consistent, high-quality client experience. This role will partner closely with the J.P. Morgan Private Client organization to help scale their new bank offering for affluent clients nationwide.

This role drives the end-to-end referral operating mechanisms between Chase's Consumer Bank and Chase Wealth Management, which deepens client relationships across lines of business and ultimately improves the client experience. You will have frequent exposure to senior leadership and collaborate with key stakeholders across Chase Wealth Management, Chase Consumer Bank, and J.P. Morgan Private Client. Success in this role requires a strong operational mindset, exceptional attention to detail, and the ability to manage multiple workstreams in a fast-paced, evolving environment.

Job responsibilities

• Ensure the affluent strategy is aligned to JPMorgan Wealth Management's business priorities and client needs
• Design and implement a scalable referral operating model between J.P. Morgan Private Client and J.P. Morgan Wealth Management as Private Client scales nationwide
• Create field-facing resources (Playbooks, FAQs, Training materials) that clearly 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) by clarifying roles and responsibilities
• Regularly engage with field leadership across CWM's ~200 markets to incorporate feedback to continuously improve programs as we scale
• Balance the priorities and business objectives of both the Private Client business and the Wealth Management businesses
• Identify risks and elevate issues quickly and appropriately, helping to resolve with a solution-focused mindset
• Build and manage success metrics reporting, coordinating performance updates for key stakeholders, and recommending opportunities for improvement
• Build trust and rapport through all interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives

Required qualifications, capabilities, and skills

• 2+ year of experience in financial services or related field
• Strong written and verbal communication skills; ability to translate complex topics succinctly and tailor communications for different audiences
• Self-motivated with track record of high achievement; committed to continuous learning and professional development; strong work ethic
• Leadership and relationship-building skills required to work with functional partners, the field salesforce and subject matter experts
• Critical thinking skills and capacity to quickly learn and develop new strategic frameworks in a complicated and highly regulated environment
• Excellent collaboration and stakeholder management; adept at navigating complexity and achieving goals without direct control over resources.
• Ability to influence project teams and produce clear, well-designed, engaging field-facing tools and training; able to adjust style and content for audiences from executives to client-facing employees.
• Sound judgement; detail-oriented and highly organized; strong prioritization skills with ability to adapt to ever-changing business environment

Preferred qualifications

• Experience in Wealth Management is a plus