Wealth Management Cross-LOB Programs Manager

Testing Site - JPMC; New York (NY); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

J.P. Morgan Advisors (JPMA), the ultra‑high‑net‑worth division of J.P. Morgan Wealth Management, offers clients a personalized, holistic approach backed by the firm’s global resources.

We are seeking an Associate Program Manager to strengthen JPMA’s cross‑LOB connectivity. You will triage inbound advisor opportunities, route them to the right partners, track outcomes, and produce executive‑ready metrics and insights, while curating reference materials and training to boost cross‑firm resource

Qualifications

• Bachelor’s degree is required.
• 3+ years of experience in financial services, banking, or wealth management.
• Ability to build relationships across multiple stakeholder groups to execute initiatives.
• Strong project management and organizational skills; manage multiple priorities with high attention to detail.
• Proficiency in Microsoft Excel and PowerPoint; strong written and verbal communication skills.

Responsabilités

• Priority handling of high volume inbound advisor inquiries and accurate routing.
• Establish and maintain a closed‑loop feedback process to track disposition and outcomes.
• Serve as a connector between JPMA advisors and cross‑LOB partners; schedule and facilitate introductions.
• Maintain knowledge of partner structures, products and solutions.
• Build and maintain activity trackers; produce monthly metrics and dashboards for leadership.
• Coordinate nominations for premier client events (e.g., IB Healthcare Conference).
• Collaborate with Finance and Data teams on strategy and analysis projects.
• Develop and refresh internal guides, intranet content, FAQs, and playbooks for cross‑LOB resources.
• Coordinate briefings to sustain engagement between JPMA leaders and partners.
• Drive process improvements to streamline workflows and enhance advisor/client experience.

Connaissances

Relationship building

Cross-stakeholder collaboration

Project management

Excel and PowerPoint

Communication skills

Formation

Bachelor’s degree

Outils

Microsoft Excel

PowerPoint

Description du poste

J.P. Morgan Advisors (JPMA), the ultra‑high‑net‑worth division of J.P. Morgan Wealth Management, offers clients a personalized, holistic approach backed by the firm’s global resources.

We are seeking an Associate Program Manager to strengthen JPMA’s cross‑LOB connectivity. You will triage inbound advisor opportunities, route them to the right partners, track outcomes, and produce executive‑ready metrics and insights, while curating reference materials and training to boost cross‑firm resource