As a ConnectWealth Advisor Engagement & Platform Specialist, you will support the adoption of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management. This includes the Chase Wealth Management and JP Morgan Advisors businesses, representing over $640 billion in AUM across 900k accounts. You will assist in launching new capabilities to the salesforce, communicating the value of platform features to enhance Advisor productivity, and supporting the adoption of new digital tools through seamless platform troubleshooting & support. 

You will work closely with advisors, internal technology teams, and platform stakeholders to enhance user experience, resolve issues, and drive improvements in platform functionality. Potential opportunity to lead a small team & contribute to creating operational bandwidth for senior leadership. The ConnectWealth Program is high-profile and spans multiple lines of business and functions, aiming to transform the operating model for managed accounts with an intuitive technology platform.

Job Responsibilities:

Build & Implement Advisor Support Rollout  Assist in implementing rollout framework including stakeholder engagement, knowledge documentation & training on platform capabilities, communication strategy, feedback and evaluation, tracking key performance indicators (KPI’s) & and continuous improvement to ensure a smooth and effective implementation. Independently own and execute initiatives to improve advisor support and operational efficiencies by leveraging project and process management skills to establish tasks, activities, and milestones to ensure successful completion. Leverage data analysis skills to identify trends and service gaps, provide data-driven recommendations, generate reports for informed decision-making, and contribute to project planning and KPI tracking. Partner with Advisors & Advisor Service Center: Act as a knowledge expert for financial advisors, addressing platform-related issues, providing training on UMA and investment advice platform features, and ensuring prompt resolution and clear communication.  Collaborate with cross-functional teams, including product, technology, and operations to troubleshoot, suggest improvements, and assist in user acceptance testing (UAT) for platform enhancements. Team Leadership & Management       Assist in building and mentoring a high-performing advisor support team.   Develop processes and best practices to improve team efficiency and effectiveness.   Serve as the escalation point for complex platform issues and advisor concerns.

Required Qualifications, Capabilities, and Skills:

Minimum 7 years of experience in the financial services industry, preferably in Managed Accounts, wealth management, or investments organizations. Basic knowledge of managed investment products and/or investment advisory business. Experience supporting financial advisors in platform adoption, with excellent client service and communication skills for clear and effective interactions. Preferred experience in managing a small, high-performing team. Experience in cross-functional team collaboration and coordination. Strong team player with the ability to work with teams at all levels. Strong Data analysis skills with ability to work with datasets, generate insights, & create meaningful reports. Strong organizational skills and attention to detail; self-motivated and goal-oriented. Ability to work under tight timelines and meet deliverables. Quick learner who can adapt to evolving technology and processes

Preferred Qualifications, Skills, and Capabilities:

Proficiency with MS Excel, Word, PowerPoint & other data-visualization tools for reporting. Prior experience in advisor platform support, product management, or operations within wealth management Strong problem-solving abilities and analytical skills. Ability to synthesize information and present findings effectively. Flexibility to follow tight deadlines and prioritize work.