Wealth Management Technology Strategy Associate

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY, is seeking a Technology Business Management Associate within Wealth Management Technology. You will partner with Product, Finance, Data, and Design to translate priorities into results and support leadership through executive materials and streamlined processes.

You’ll gain exposure to technology investment processes, coordinate across teams, and help optimize how we operate, contributing to clear, impactful reporting for senior leadership.

Qualifications

• 3 years of experience in project management, communications, operations, or strategic planning.
• Demonstrated ability to produce high-quality presentations and reports for executive audiences under tight deadlines.
• Intermediate to advanced proficiency in Microsoft Excel, including pivot tables and data analysis.
• Intermediate to advanced proficiency in Microsoft PowerPoint, including design and layout best practices.

Responsibilities

• Partner with the Technology Business Manager to execute strategic analyses, prepare for key meetings, and coordinate platform priorities and day-to-day activities.
• Prepare materials and content for business unit reviews, leadership updates, and other executive-level meetings.
• Coordinate internal communications — including offsites, weekly, monthly, and quarterly leadership updates — by integrating content from multiple partners and function-aligned business managers.
• Respond to executive ad-hoc requests related to project management, presentation development, and business analysis with a high level of quality and timeliness.
• Communicate progress on the portfolio to key business partners and internal stakeholders in a clear and consistent manner.
• Manage and deliver key workstreams and tasks from initiation through completion.

Skills

Project management

Executive communications

Excel

PowerPoint

Stakeholder coordination

Data analysis

Education

Bachelor's degree

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in New York, NY, is seeking a Technology Business Management Associate within Wealth Management Technology. You will partner with Product, Finance, Data, and Design to translate priorities into results and support leadership through executive materials and streamlined processes.

You’ll gain exposure to technology investment processes, coordinate across teams, and help optimize how we operate, contributing to clear, impactful reporting for senior leadership.