JPMorganChase · 2 weeks ago
JPMorgan Wealth Management - Program Specialist - Advisor Development - Associate
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid Level
$71K/yr - $115K/yr
3+ years expJPMorganChase is a leading financial services firm, and they are seeking a Program Specialist for their Advisor Development team. This role involves supporting the operations of the Advisor Growth Program, ensuring participants have a consistent experience and assisting with program coordination and execution.
Asset ManagementBankingFinancial Services
Responsibilities
Partner closely with onboarding and field leadership to prepare participants for the new hire framework
Execute daily/weekly/monthly routines through calendar management, participant/stakeholder communications and reporting
Address incoming stakeholder and participant inquiries regarding program operations and experience
Create and maintain monthly schedule of milestone activities and deliverables
Monitor participant progress through monthly milestones, learning sessions and communicate completion of required activities
Execute participant and stakeholder scorecards
Manage participant progress within the program
Support overall program operations and initiatives
Optimize existing processes to enhance efficiency
Qualification
Required
3-5 years broad business experience, preferably in the wealth management industry
Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
Advanced knowledge in Alteryx and Tableau
Ability to multi-task and adapt to changing priorities
Exceptional attention to detail
Ability to identify opportunities and implement solutions based on program priorities
Proven leadership experience and ability to effectively partner with others
Exceptional written skills and strong executive communications experience
Preferred
1+ years of experience in program, product or project management experience preferred
Bachelor's degree, preferred
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
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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
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