Wealth Management, ConnectWealth - Associate

JPMorgan Chase; New York (NY); On-site; USD 82,650 - 123,000; Full time

Job summary

JPMorgan Chase is seeking a ConnectWealth Platform Specialist in New York to serve as the subject matter expert delivering the value proposition of our Unified Managed Account platform for Global Private Bank and US Wealth Management. You will train advisors, design resources, and champion adoption of the ConnectWealth program across multi-line teams.

The role focuses on transforming managed accounts through an intuitive technology platform, aligning with senior leadership priorities and

Qualifications

• 2 years of experience in financial services, preferably in wealth management or investments.
• Advanced knowledge of managed investment products and advisory business.
• Strong organization, detail orientation, and goal orientation.
• Ability to work under tight timelines with measurable deliverables.
• Understanding of Agile methodologies and cross-functional collaboration.
• Excellent communication with Advisors, Legal, Risk, Compliance and Controls partners.

Responsibilities

• Train on the UMA Platform and program to embed adoption.
• Design advisor resources and trainings to articulate the value proposition.
• Deliver training across forums using digital/scalable media.
• Provide insights to optimize advisor experience, efficiency and productivity.
• Deliver platform capabilities for diverse client preferences and buying behaviors.
• Synthesize program capabilities to promote client acquisition and deepen relationships.
• Be a trusted partner to advisors on new features and capabilities.
• Provide expert answers to ConnectWealth questions and guide complex transitions.
• Collaborate with Field Engagement/Advisors for large client pitches and analyses.
• Drive adoption through platform sales, retention strategies and campaigns.

Skills

Financial services

Managed accounts

Agile methodologies

Stakeholder management

Cross-functional collaboration

Communication

Tools

MS Excel

MS Word

PowerPoint

Job description

As a ConnectWealth Platform Specialist, you will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors businesses, representing in excess of $640 billion in AUM across 900k accounts. Platform specialists will be responsible for launching new capabilities to the salesforce, delivering the value prop of the platform features & capabilities to enhance Advisor productivity, and driving adoption and proficiency in new digital platform toolkit via practice management strategies. The Connect Wealth Program is high profile and spans across multiple lines of business and functions. The goal of the Program is to transform the operating model for managed accounts and implement an intuitive technology platform that supports complex unified managed account strategies. This is a top priority change management and transformative program with strong senior leadership support.

Job Responsibilities

• Train on our evolving UMA Platform & Program
• Design and Customize advisor resources and trainings that effectively articulate the value proposition to their practice of the transformational changes ConnectWealth aims to deliver
• Deliver training in various forums, leveraging digital/scalable mediums whenever possible
• Provide insights on our platform/UMA Program to optimize Advisor experience, efficiency & productivity
• Delivering the platform's capabilities for varying client preferences and buying behaviors
• Synthesize and articulate program/platform capabilities and benefits to promote client acquisition/deepen client relationships
• Trusted partner to advisors on new features & capabilities
• Provide insight on ConnectWealth program / expertise on questions (e.g., challenging transitions or portfolio construction toolkit questions)
• Partner with Field Engagement/Advisors for complex/large client situations/pitches (e.g., customized portfolio recommendations, existing vs. proposed allocation analyses)
• Drive Adoption - Critical partner in driving adoption and enhancing platform/program adoption/utilization through the facilitation of platform sales and retention strategies and campaigns

Required Qualifications, Capabilities, and Skills

• 2 years of prior experience in financial services industry, preferably in Managed Accounts, wealth management or investments organizations
• Advanced knowledge of managed investment products and/or investment advisory business preferred
• Strong organization skills and attention to detail; self motivated, resilient and goal oriented
• Ability to work under tight timelines, with a track record of meeting deliverables and previously established metrics/performance measures
• Understanding of Agile methodologies
• Demonstrated experience collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders including Advisors, Legal, Risk, Compliance, and Controls partners
• Strong team player with ability to work with teams at all levels
• Ability to quickly build relationships and influence colleagues, incl. technical and functional partners
• Confident communicator with ability to provide clear and succinct verbal and written updates for all levels of the organization

Preferred Qualifications, Skills and Capabilities

• Demonstrated proficiency with MS Excel, Word, PowerPoint
• Strong issue resolution/and problem-solving abilities
• Excellent analytical skills, communications and presentation skills
• Ability to synthesize information to reach logical conclusions & present findings
• Ability to be flexible, follow tight deadlines, organize and prioritize work

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

Base Pay/Salary

New York,NY $82,650.00 - $123,000.00 / year