J. P. Morgan Wealth Management - Sales Strategy Support Associate

J.P. Morgan; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation package

Commission-based pay potential

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase Wealth Management is seeking aSenior Associate of Sales Strategy to help shape advisor-facing content and experiences, with impact in national forums and leadership meetings.

You will translate strategy into practical guidance that empowers advisors across the country, partnering with product, research, and marketing teams to drive firm priorities and growth.

Qualifications

• 3+ years of experience in financial services, strategy, consulting, sales enablement, or business development.
• Strong ability to synthesize complex information quickly and translate insights into clear, practical messaging for field audiences.
• Demonstrated experience supporting cross-functional initiatives and coordinating multiple stakeholders in a fast-moving environment.
• Excellent written and presentation skills with the ability to create clear, executive-ready materials for senior leadership and advisor audiences.
• Strong analytical and problem-solving skills, including the ability to interpret data and translate insights into actionable recommendations.

Responsibilities

• Help drive execution across the full portfolio of initiatives owned by CWM sales strategy
• Support the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.
• Partner with leaders and cross-functional teams to translate strategic priorities into structured programs, advisor-facing content, and field-ready execution plans.
• Gather feedback from advisors and field leaders to refine messaging, improve program design, and identify emerging opportunities for business development initiatives.
• Build strong working relationships across Product, Investment Research, Marketing, Analytics, and Field Leadership to ensure coordinated execution of firm priorities.

Skills

Strategic thinking

Cross-functional collaboration

Executive communication

Data analysis

PowerPoint

Excel

Project management

Tools

PowerPoint

Excel

Job description

Make your mark by helping shape the future growth of Chase Wealth Management. Join our Business Development team and partner with leaders across the organization to turn strategic priorities into programs, tools, and communications that support advisors and field leaders. You'll have the opportunity to contribute to initiatives that influence advisor effectiveness, client engagement, and business growth while building relationships across a collaborative and dynamic environment. If you enjoy translating strategy into practical solutions and creating meaningful business impact, we'd love to hear from you.

As a Senior Associate of Sales Strategy within the Chase Wealth Management Business Development team, you will help shape the content and experiences advisors rely on, with your work featured in national field forums, leadership meetings and key business initiatives. Success requires a sharp strategic mind, exceptional attention to detail, and the ability to build strong partnerships across a complex organization. Most importantly, you’ll bring ideas to life: simplifying complex concepts and translating strategy into practical guidance that empowers advisors across the country.

Job Responsibilities

• Help drive execution across the full portfolio of initiatives owned by CWM sales strategy
• Support the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.
• Partner with leaders and cross-functional teams to translate strategic priorities into structured programs, advisor-facing content, and field-ready execution plans.
• Gather feedback from advisors and field leaders to refine messaging, improve program design, and identify emerging opportunities for business development initiatives.
• Build strong working relationships across Product, Investment Research, Marketing, Analytics, and Field Leadership to ensure coordinated execution of firm priorities.

Required Qualifications, Capabilities and Skills

• 3+ years of experience in financial services, strategy, consulting, sales enablement, communications or business development.
• Strong ability to synthesize complex information quickly and translate insights into clear, practical messaging for field audiences.
• Demonstrated experience supporting cross-functional initiatives and coordinating multiple stakeholders in a fast-moving environment.
• Excellent written and presentation skills with the ability to create clear, executive-ready materials for senior leadership and advisor audiences.
• Strong analytical and problem-solving skills, including the ability to interpret data and translate insights into actionable recommendations.
• Advanced proficiency in PowerPoint and Excel, with the ability to build compelling visual narratives and structured communications.
• Ability to operate independently, manage competing priorities, and drive initiatives forward with a high degree of ownership.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Translate business priorities into advisor-ready programs, content, and strategies that support growth and field execution.