Wealth Management: Solutions & Strategy Analyst

Aumni; New York (NY); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Job summary

JPMorgan Chase & Co. in New York seeks a proactive Managed Solutions Specialist to help design and deliver multi-asset investment solutions for private bank and wealth clients.

You will collaborate with portfolio managers, strategists, and due diligence professionals to translate market views into actionable client strategies. You will lead cross-functional initiatives, prepare strategic communications, and support business priorities across regions.

Qualifications

• Excellent communication, presentation, and stakeholder management skills.
• Strong organizational skills and ability to manage multiple priorities.
• Genuine interest in financial markets and willingness to learn.

Responsibilities

• Gain knowledge of strategies and products our advisors implement.
• Develop and execute business strategies aligning with organizational priorities.
• Lead cross-functional initiatives with effective communication among stakeholders.
• Prepare and deliver presentations and reports to support strategic initiatives.

Skills

Communication skills

Stakeholder mgmt

Strategic thinking

Financial markets interest

Series 7/63 readiness

Education

Bachelor's degree in finance/economics or related field

Tools

CRM systems

Job description

JPMorgan Chase & Co. in New York seeks a proactive Managed Solutions Specialist to help design and deliver multi-asset investment solutions for private bank and wealth clients.

You will collaborate with portfolio managers, strategists, and due diligence professionals to translate market views into actionable client strategies. You will lead cross-functional initiatives, prepare strategic communications, and support business priorities across regions.