Wealth Advisory Operations & Onboarding Lead

JP Morgan Chase; Los Angeles (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

JP Morgan Chase is seeking a Business Analyst within the JPMorgan Advisors team in Los Angeles to identify and develop new business opportunities while supporting Wealth Advisors and their clients. You will collaborate with our team to build strong relationships, deliver exceptional client experiences, and help maintain high standards of service in a fast-paced, growth-oriented environment.

The role emphasizes collaboration with Risk, Legal, and Compliance teams and onboarding activities for new

Qualifications

• Advanced proficiency in Outlook, Word, PowerPoint, and Excel; ability to quickly learn firm systems.
• Proven track record of following up and driving tasks from initiation to completion.
• Strong communication skills with advisors, internal partners, and client associates; builds and sustains effective relationships while maintaining professionalism under pressure.
• Demonstrated self-starter; able to work independently in demanding environments.
• Thrives in fast-paced settings; proactively identifies and addresses client needs.
• Minimum 3 years' of experience in the financial services industry.

Responsibilities

• Demonstrate initiative in creating strategies for branch-level project execution and management initiatives
• Oversee and manage onboarding processes for new Financial Advisors, including day one package delivery, client communications, and protocol adherence
• Take ownership of employee offboarding, ensuring proper distribution of departing Financial Advisor’s book of business
• Collaborate with Business-aligned functional areas to develop strategies that enhance communication and drive efficiencies
• Identify and communicate efficiencies or inefficiencies to relevant leaders to support growth and development
• Work with Risk and Controls, Supervisory Management, Legal, and Compliance teams to resolve Advisor/Client issues and requests
• Design and implement communication strategies for key initiatives, ensuring effective updates from Business-aligned functional areas to local management and front office

Skills

Outlook

Word

PowerPoint

Excel

Firm systems

Task follow-up

Communication skills

Independent work

Client needs anticipation

Financial services experience

3+ years experience

Tools

MS Office Suite

Job description

JP Morgan Chase is seeking a Business Analyst within the JPMorgan Advisors team in Los Angeles to identify and develop new business opportunities while supporting Wealth Advisors and their clients. You will collaborate with our team to build strong relationships, deliver exceptional client experiences, and help maintain high standards of service in a fast-paced, growth-oriented environment.

The role emphasizes collaboration with Risk, Legal, and Compliance teams and onboarding activities for new