JPMorganChase · 1 day ago
J.P. Morgan Wealth Management- Senior Associate, Strategy and Business Operations
United States
Full-time
Remote
Mid, Senior Level
$93K/yr - $134K/yr
2+ years expJ.P. Morgan Wealth Management is focused on helping investors achieve their long-term financial goals. The Senior Associate, Strategy and Business Operations will support the Chief Operations Executive in managing strategic projects and ensuring effective execution across the business.
Asset ManagementBankingFinancial Services
Responsibilities
Partner with the COE to manage and execute strategic projects, including tracking milestones, preparing updates, and ensuring timely delivery of key initiatives across Wealth Management
Prepare materials for leadership meetings, business reviews, and executive presentations. Synthesize complex information into clear, actionable insights and maintain a consistent business narrative for both internal and external audiences
Keep the COE and the team organized by managing calendars, tracking action items, and following up on deliverables with the ability to manage projects. Facilitate team meetings, set agendas, and ensure alignment across all stakeholders
Serve as a liaison between the COE, senior leaders, and cross-functional partners. Communicate priorities, progress, and outcomes with clarity and professionalism
Curate and refresh key messages, success stories, and performance highlights that reflect the evolving priorities and achievements of the Chase Wealth Management business. Ensure these narratives and presentations are ready for use in executive communications, client meetings, and internal updates
Identify opportunities to streamline workflows and enhance operational efficiency for the COO and the broader team. Propose and implement solutions that drive productivity and effectiveness
Gather, analyze, and present business performance data to support decision-making. Highlight trends, risks, and opportunities in regular updates to leadership
Handle sensitive information with discretion and sound judgement. Deliver thoughtfully and expeditiously, maintaining composure in high-pressure situations
Qualification
Required
2 or more years of experience in financial services
Experience managing projects in a client-focused environment
Expert in Microsoft PowerPoint and executive presentation building skills
An outstanding ability to communicate effectively and confidently (both verbally and written); ability to apply quantitative and strategic approaches and work well in cross-functional teams
Excellent interpersonal and influencing skills (both written and verbal); ability to interact with colleagues at all levels and achieve goals without direct control over resources
Strong judgement and ability to appropriately handle sensitive and sometimes confidential information. Deliver thoughtfully and expeditiously, while always remaining calm
Strong ability to prioritize work; strong organizational skills and detail-orientation, comfort juggling a dynamic and ever-changing work
Demonstrated track record of a high level of initiative, setting and achieving challenging goals, and demonstrating ability to work in unstructured, dynamic environment
Self-motivated & a commitment to acquiring new knowledge and skills; seek to continuously improve standards of work, address opportunities for development
Excellent academic credentials; Bachelor's degree
Preferred
Previous experience in Wealth Management
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
Hartford Business Journal
2026-01-03
2025-12-19
2025-12-12
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