Wealth Management Business Manager – ConnectWealth

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a dynamic Business Manager within our Investment Solutions team.

As an Associate on the Business Management group, you will partner with senior leaders to evolve business capabilities and drive strategic growth, focusing on the ConnectWealth program. You will support advisor engagement, platform delivery, budgeting, and governance, helping thousands of advisors and clients benefit from our technology-driven wealth platform.

Qualifications

• 5+ years' experience in the financial services industry, with exposure to Wealth or Asset Management.
• Excellent presentation and communication skills; delivering messages clearly and succinctly with tailored approach depending on target audience.
• Ability to build strong working relationships and influence a wide range of stakeholders, including executive management.
• Strong project management skills, with emphasis on controls and focus on process improvement.
• Excellent analytical skills.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Support execution of the ConnectWealth 2026 roadmap by tracking milestones and deliverables across USPB, CWM, and IPB; assist with coordination between product, technology, and adoption teams to help ensure on-time delivery of platform features.
• Serve as a point of contact for senior leadership, product owners, and cross-functional partners; facilitate regular updates, issue escalation, and alignment on business priorities.
• Collaborate with the engagement and adoption team to help optimize advisor experience, support training and migration events, and drive widespread platform adoption.
• Assist with budgeting, forecasting, and financial tracking for the ConnectWealth program; monitor resource allocation and business case metrics to ensure delivery against $1B incremental revenue target.
• Support risk management and compliance adherence for platform migrations and new feature rollouts; help ensure controls are in place for onboarding, fee policy, and regulatory requirements.
• Develop and deliver management reporting, including progress against roadmap milestones, advisor adoption metrics, and business impact analysis for senior leadership and the AWM Operating Committee.
• Identify and implement process improvements to streamline platform delivery, advisor onboarding, and cross-team collaboration.
• Support change management initiatives, including communication planning, training coordination, and feedback loops with advisors and stakeholders

Skills

Project management

Communication skills

Stakeholder management

Analytical skills

Problem-solving

Financial services experience

Job description

JPMorgan Chase & Co. is seeking a dynamic Business Manager within our Investment Solutions team.

As an Associate on the Business Management group, you will partner with senior leaders to evolve business capabilities and drive strategic growth, focusing on the ConnectWealth program. You will support advisor engagement, platform delivery, budgeting, and governance, helping thousands of advisors and clients benefit from our technology-driven wealth platform.