The J.P. Morgan Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, National Branch and Self-Directed - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors located across 3,500 branches and 21 offices. 

In this role you will work collaboratively with J.P. Morgan Wealth Management Investments, Solutions & Advice (S&A) team partners with Asset Wealth Management Solutions as well as cross-business partners to identify opportunities, construct narratives, and uncover new insights to inform management and the field. The role will be responsible for driving cross-business initiatives related to products as a result of regulatory or legal changes, firm-wide requirements, or strategic initiatives. To be successful in this role, you will need to be knowledgeable in operating models, resourceful in staying up to speed on the evolving Wealth Management  landscape, able to think strategically and creatively to come up with innovative opportunities, and capable of partnering with stakeholders across the organization to drive and deliver changes.

 

Job responsibilities 

As a Senior business manager you will be responsible for creating a collaborative environment to ensure holistic and cohesive solutions and advice and uncover new and exciting business insights across Banking, Lending, Investing and Planning Create key strategic initiatives and operating models related to cross-business deepening with clients, partnering with our Client Specialist team (US Wealth Management prospecting team) – initial internal business opportunities may include Consumer Bank, Business Bank and Commercial Bank Build competitive intelligence and earnings insights from product perspective, and create executive level presentations and related reports Identify cross-business dependencies and bring partners together for shared input/commentary, marketing materials, field training, and more Own product controls across solutions and advice, acting as key liaison and identifying and resolving product-related impacts as a result of regulatory or firm-wide requirements

 

Required qualifications, capabilities, and skills

Bachelor's Degree Required 8+ years in financial services industry  Self-starter with ability to drive on own Exceptional verbal and written communication skills Ability to lead and present to senior management  Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities

 

Preferred qualifications, capabilities, and skills 

Wealth Management Experience