US Wealth Management, Solutions Program Analyst

Aumni; New York (NY); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Job summary

JPMorgan Chase & Co. in New York seeks a proactive Managed Solutions Specialist to help design and deliver multi-asset investment solutions for private bank and wealth clients.

You will collaborate with portfolio managers, strategists, and due diligence professionals to translate market views into actionable client strategies. You will lead cross-functional initiatives, prepare strategic communications, and support business priorities across regions.

Qualifications

• Excellent communication, presentation, and stakeholder management skills.
• Strong organizational skills and ability to manage multiple priorities.
• Genuine interest in financial markets and willingness to learn.

Responsibilities

• Gain knowledge of strategies and products our advisors implement.
• Develop and execute business strategies aligning with organizational priorities.
• Lead cross-functional initiatives with effective communication among stakeholders.
• Prepare and deliver presentations and reports to support strategic initiatives.

Skills

Communication skills

Stakeholder mgmt

Strategic thinking

Financial markets interest

Series 7/63 readiness

Education

Bachelor's degree in finance/economics or related field

Tools

CRM systems

Job description

Description Are you curious about asset allocation, portfolio management, and investment strategies? We're seeking energetic, creative talent to join our team of experts—not only to develop innovative investment strategies for our clients, but also to help drive business priorities and manage strategic initiatives across the organization.

The Investment Solutions business develops strategic market views; analyzes and determines the best implementation vehicles to express market views, both tactical and longer-term and across different vehicles; markets investment ideas to advisors and clients; executes trades.

You’ll collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to develop an expert understanding of managed solutions for our clients worldwide. You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights, formulate broad strategic views, and identify timely investment opportunities for private bank clients.

Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed—from training and mentorship from senior leaders to projects that engage your skills.

Our Team The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds) in a coordinated way. With a product-agnostic lens, we partner with each region and channel (in Private Bank and U.S. Wealth Management) to understand their respective priorities and drive and retain assets across all managed strategies.

Job Responsibilities: You’ll gain knowledge and insight into the strategies and products that our advisors implement. You'll:

• Work under the guidance of mentors and a supportive team to help you learn and grow.
• Develop and execute business strategies that align with organizational priorities, collaborating with stakeholders across regions and channels.
• Organize and lead cross-functional initiatives, ensuring effective communication and alignment among stakeholders to drive business outcomes.
• Create and manage field communications, ensuring that key messages and strategic priorities are clearly conveyed to relevant audiences.
• Take on assignments that directly impact our clients, helping them achieve their business goals.
• Prepare and deliver presentations, reports, and communications to support strategic initiatives, stakeholder engagement, and business management activities.
• Coordinate and track progress on strategic projects, ensuring timely execution of deliverables and continuous improvement.
• Network with industry leaders, access best-in-class training, and learn how all our businesses work together to provide excellent customer service.
• Sharpen your technical skills and develop a foundational understanding of finance and accounting principles, with a willingness to learn more about markets and investments.

You’ll be a member of the Managed Solutions Specialist team, where you’ll work with senior members to identify and deliver an array of solutions, across asset classes, to support our clients' needs. The role will allow you to build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists.

Required Qualifications, Capabilities and Skills

• Excellent communication, presentation, and stakeholder management skills, with the ability to clearly articulate complex ideas to diverse audiences.
• Exceptional organizational skills and the ability to manage multiple priorities and projects simultaneously.
• Strong business acumen and strategic thinking, with a demonstrated interest in business management and driving organizational priorities.
• High standards of service, including strong initiative, energy, and confidence.
• Genuine interest in financial markets, investing, and macro-level economics, with a willingness to learn and grow in these areas.
• Good judgment and discretion working with highly confidential information.
• Series 7 and Series 63 designations, or willingness to obtain licenses within 120 days in the role.
• Authorization to work permanently in the U.S.

Preferred Qualifications, Capabilities and Skills

• Experience in business strategy, project management, or stakeholder engagement is a plus.
• Background in financial accounting, financial analysis, or mathematics is helpful but not required.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds) in a coordinated way.