Wealth Management Governance & Investment Oversight

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

Job summary

JPMorganChase is seeking an Associate/VP to support governance across Wealth Management Investments, driving oversight enhancements and coordinating committee activities in a fast-paced environment.

The role partners with WM Investments Governance and cross-functional teams to deliver quality materials, streamline processes, and manage strategic initiatives with a focus on fiduciary duties and regulatory compliance.

Qualifications

• Bachelor's degree required in business, finance, economics, or related field
• 3-5 years' governance, fiduciary oversight, or program management experience
• Strong written and verbal communication and slide-presentation skills
• Experience with data analysis and visualization tools

Responsibilities

• Identify and support enhancements to investment, trade practice, and fiduciary governance oversight processes and frameworks
• Coordinate and execute governance oversight committee meetings – including agenda development, material collection and review, logistics management, and follow-ups
• Prepare and present high-quality materials to committees and senior stakeholders
• Proactively identify opportunities to streamline and automate tasks and processes
• Own, manage, and support projects requiring quantitative and qualitative analysis
• Help drive project execution, and ensure adherence to established frameworks and timelines
• Build and leverage broad expertise of the Wealth Management business
• Support requests from internal audit, controls testing, and external regulators
• Manage stakeholder relationships and facilitate information flow between teams to drive alignment and collaboration
• Maintain documentation and reporting standards, ensuring compliance with policies and regulatory requirements

Skills

Governance

Program management

Finance knowledge

Cross-functional collaboration

Communication

Executive presentation skills

Analytical problem-solving

Stakeholder management

Python (automation)

Tableau data visualization

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

Python

Tableau

Excel

Job description

JPMorganChase is seeking an Associate/VP to support governance across Wealth Management Investments, driving oversight enhancements and coordinating committee activities in a fast-paced environment.

The role partners with WM Investments Governance and cross-functional teams to deliver quality materials, streamline processes, and manage strategic initiatives with a focus on fiduciary duties and regulatory compliance.