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Chase · 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 exp

Chase is a leading financial services firm, and they are seeking a Program Specialist for their Wealth Management Advisor Development team. This role involves supporting the overall program operations of the Advisor Growth Program, ensuring participants progress through the framework consistently and collaborating with various team members.

BankingFinancial 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

Program managementWealth management experienceMicrosoft SuiteAlteryxTableauMulti-taskingAttention to detailLeadershipWritten communication

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

Chase

Glassdoor3.9

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.chase.com/

Funding

Current Stage

Late Stage

Leadership Team

Mike McDonnell

Managing Director, Head of Chase Travel Platform Product

Nicole Sanchez

Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products

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Company data provided by crunchbase