Pricing Strategy Associate – Wealth Management Impact

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Wealth Management in New York seeks an Associate on the Field Performance, Pricing, and Incentives Team to shape client pricing strategy, build analytics, and drive pricing initiatives impacting advisor performance and client satisfaction.

The role offers high visibility and requires strong analytical, presentation, and cross-functional collaboration skills, with 3+ years in financial services and proficiency in Excel and PowerPoint.

Qualifications

• 3+ years in financial services with finance or consulting background.
• Experience synthesizing information and applying quantitative methods.
• Strong presentation and facilitation skills.

Responsibilities

• Support design and development of advisor and client pricing and fee experience.
• Create executive materials for leaders and field teams.
• Develop reporting and coaching models for field leaders.
• Collaborate with product, technology, data, and compliance for strategic solutions.
• Monitor pricing trends and perform competitor research.

Skills

Analytical thinking

Cross-functional collaboration

Strategic pricing

Presentation skills

Problem solving

Education

Bachelor’s Degree

Tools

MS Excel

PowerPoint

Job description

J.P. Morgan Wealth Management in New York seeks an Associate on the Field Performance, Pricing, and Incentives Team to shape client pricing strategy, build analytics, and drive pricing initiatives impacting advisor performance and client satisfaction.

The role offers high visibility and requires strong analytical, presentation, and cross-functional collaboration skills, with 3+ years in financial services and proficiency in Excel and PowerPoint.