Private Client Sales Project Strategy Support Analyst, Senior Associate

Testing Site - JPMC; New York (NY); On-site; USD 100,000 - 140,000; Full time

Job summary

J.P. Morgan Private Client seeks a Sales Strategy Support Analyst to drive process improvements and actionable analytics across the business. You will partner with sales, service, and IT to optimize end-to-end workflows, reduce manual touchpoints, and elevate client experience.

The role emphasizes data-driven storytelling to senior leaders, project leadership across multiple streams, and a culture of continuous learning and improvement. Some travel may be required.

Qualifications

• Bachelor’s degree in Business, Finance, Engineering, or related field.
• Minimum 3 years of relevant experience in a service, analytical, or business management role.
• Proven ability to lead, influence positive change, and exercise sound judgment in challenging environments.
• Strong collaboration skills and adaptability to change.
• Exceptional written and oral communication skills for technical and non-technical audiences; comfortable presenting to senior leaders.
• Demonstrated ability to multi-task and manage executive communications.
• Experience delivering high-quality presentations and reports for diverse stakeholders.
• Skilled in time management, prioritization, and working with different stakeholder groups.
• Self-motivated, independent, and able to execute deliverables with speed and precision.
• Ability to travel up to 25%.

Responsibilities

• Build and maintain partnerships across the firm to drive consistency in business processes, improvements, and escalations.
• Identify, document, and analyze areas for process improvement, gaps, or outages.
• Map and analyze key business processes using data analytics to uncover inefficiencies and recommend solutions.
• Synthesize large data sets and apply analytical tools to support strategic decision-making.
• Organize and present information effectively, demonstrating expertise in Excel, PowerPoint, and storytelling techniques.
• Lead and manage key projects and multiple work streams, fostering a collaborative and high-performing team culture.
• Communicate with business partners and senior leaders to understand project needs and drive next steps.
• Present actionable insights to executives and stakeholders, building trusted advisor relationships.
• Collaborate with Lines of Business and IT to evaluate and optimize technology platforms for digital transformation.
• Leverage AI and advanced analytics to deliver innovative solutions to complex business challenges.
• Mentor team members and promote a culture of continuous learning and improvement.

Skills

Data analytics

Project leadership

Executive comms

Process mapping

Stakeholder mgmt

Excel

PowerPoint

Storytelling

Collaboration

AI analytics

Education

Bachelor's degree in Business, Finance, Engineering, or related field

Tools

Lean Six Sigma

Job description

J.P. Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals. Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer & Community Banking businesses, our team is at the forefront of redefining service standards.

As a Sales Strategy Support Analyst of this collaborative, action-oriented team, you will work alongside sales & service professionals to provide actionable insights, lead projects to solve problems, drive results, and communicate with multiple senior leaders. The team leads large initiatives that optimize end-to-end processes, small initiatives to deliver quick value to elevate the customer experience and foster a culture of continuous improvement. You will map, simplify, and document processes to reduce manual touch points and enhance operational efficiency, analyze data, and communicate complex ideas through compelling narratives. This dynamic role requires initiative, judgment, flexibility, and a collaborative approach, offering the opportunity to work with colleagues from across the business and make a significant impact on our client experience journey with an operational excellence foundation.

Job Responsibilities

• Build and maintain partnerships across the firm to drive consistency in business processes, improvements, and escalations.
• Identify, document, and analyze areas for process improvement, gaps, or outages.
• Map and analyze key business processes using data analytics to uncover inefficiencies and recommend solutions.
• Synthesize large data sets and apply analytical tools to support strategic decision-making.
• Organize and present information effectively, demonstrating expertise in Excel, PowerPoint, and storytelling techniques.
• Lead and manage key projects and multiple work streams, fostering a collaborative and high-performing team culture.
• Communicate with business partners and senior leaders to understand project needs and drive next steps.
• Present actionable insights to executives and stakeholders, building trusted advisor relationships.
• Collaborate with Lines of Business and IT to evaluate and optimize technology platforms for digital transformation.
• Leverage AI and advanced analytics to deliver innovative solutions to complex business challenges.
• Mentor team members and promote a culture of continuous learning and improvement.

Required Qualifications, Capabilities and Skills

• Bachelor’s degree in Business, Finance, Engineering, or related field.
• Minimum 3 years of relevant experience in a service, analytical, or business management role.
• Proven ability to lead, influence positive change, and exercise sound judgment in challenging environments.
• Strong collaboration skills and adaptability to change.
• Exceptional written and oral communication skills for technical and non-technical audiences; comfortable presenting to senior leaders.
• Demonstrated ability to multi-task and manage executive communications.
• Experience delivering high-quality presentations and reports for diverse stakeholders.
• Skilled in time management, prioritization, and working with different stakeholder groups.
• Self-motivated, independent, and able to execute deliverables with speed and precision.
• Dedicated learner with a commitment to skill development and continuous improvement.
• Ability to travel up to 25%.

Preferred Qualifications, Capabilities and Skills

• Knowledge of banking, lending, and wealth products is desired.
• Proven expertise or certification in Management Consulting, Lean Six Sigma, Agile methodologies, Change Management, or Organizational Design.
• Experience implementing automation to streamline workflows and reduce manual effort, increasing overall productivity.
• Use of agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.
• Outstanding customer service skills.
• Flexibility to work or attend meetings outside of normal hours.