Wealth Management Strategy & Solutions Analyst

JPMorganChase; 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

Tuition reimbursement

Job summary

JPMorganChase in New York is seeking a Managed Solutions Specialist to help develop and execute investment strategies and manage strategic initiatives across the organization. You will collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to translate market views into client-ready solutions.

You will contribute to cross-functional projects, refine communications, and support private bank and wealth management clients with multi-asset and fixed income expertise.

Qualifications

• Excellent communication, presentation, and stakeholder management skills to articulate complex ideas clearly.
• Exceptional organizational skills with the ability to manage multiple priorities.
• Strong business acumen and strategic thinking focused on driving organizational priorities.
• High standards of service with initiative, energy and confidence.
• Genuine interest in financial markets, investing, and macroeconomics, with willingness to learn.
• Series 7 and Series 63 designations, or willingness to obtain licenses within 120 days.
• Authorization to work permanently in the U.S.

Responsibilities

• Work under the guidance of mentors and a supportive team to learn and grow.
• Develop and execute business strategies aligning with organizational priorities across regions and channels.
• Organize and lead cross-functional initiatives with effective communication among stakeholders to drive outcomes.
• Create and manage field communications ensuring key messages and priorities are conveyed.
• Take on assignments that directly impact clients and support their goals.
• Prepare and deliver presentations, reports, and communications for strategic initiatives.
• Coordinate and track progress on strategic projects with timely delivery.
• Network with industry leaders and learn how businesses collaborate to provide excellent service.
• Sharpen technical skills and build foundational finance and accounting knowledge.

Skills

Stakeholder management

Communication

Presentation skills

Series 7/63 license readiness

US work authorization

Job description

JPMorganChase in New York is seeking a Managed Solutions Specialist to help develop and execute investment strategies and manage strategic initiatives across the organization. You will collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to translate market views into client-ready solutions.

You will contribute to cross-functional projects, refine communications, and support private bank and wealth management clients with multi-asset and fixed income expertise.