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JPMorganChase · 2 weeks ago

JPMorgan Wealth Management - Program Specialist - Advisor Development - Associate

New York, NY

Full-time

Onsite

Mid Level

$71K/yr - $115K/yr

3+ years exp

JPMorganChase is a leading financial services firm that helps clients achieve their financial goals. The Program Specialist on the Advisor Development team is responsible for supporting the overall program operations of the Advisor Growth Program, ensuring participants progress through the framework and providing assistance in program coordination.

Asset ManagementBankingFinancial Services

Growth Opportunities

No H1B

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

Wealth management experienceProgram managementMicrosoft SuiteAlteryxTableauMulti-taskingLeadership experienceAttention to detailWritten communicationProblem-solving

Required

3-5 years broad business experience, preferably in the wealth management industry

1+ years of experience in program, product or project management experience

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

Bachelor's degree, preferred

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

Glassdoor4.0

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.

Founded in 2000

New York, New York, USA

10001+ employees