Chase · 1 month ago
J.P. Morgan Wealth Management- Senior Associate, Business Management
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Entry, Mid Level
$66K/yr - $100K/yr
2+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. This role involves serving as a Business Manager, responsible for coordinating business initiatives, facilitating communication across teams, and managing various business development activities.
BankingFinancial Services
Responsibilities
Coordinate and prepare materials for regular business update reviews, including gathering sales performance data, synthesizing key insights, and ensuring all documentation is accurate and timely
Organize and facilitate team meetings by setting agendas, tracking action items, preparing presentations, and following up on deliverables to ensure alignment across the sales/business development team
Maintain and update the 'always-on' business narrative by regularly refreshing talking points, success stories, and performance highlights for use in executive communications, client meetings, and internal updates
Serve as a liaison between the Head of National Sales/Business Development and cross-functional teams, ensuring clear and consistent communication of priorities, initiatives, and progress
Monitor ongoing sales/business development initiatives, track milestones, and provide regular status updates to leadership, highlighting risks, opportunities, and achievements
Coordinate Field Leadership Conference, DD-W Offsite (4x/year), RD-W Offsite (2x/year), Recruiting Offsite (2x/year), Community PCA Offsite (1x/year) and Partner Summit (1x/year)
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 wealth management experience 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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership 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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