JPMorganChase · 6 hours ago
J.P. Morgan Wealth Management- Senior Associate, Business Management
New York, NY
Full-time
Onsite
Entry, Mid Level
$71K/yr - $115K/yr
2+ years expJPMorganChase is a leading financial services firm, dedicated to helping households and small businesses achieve their financial goals. The Senior Associate in Business Management will coordinate business updates, facilitate team meetings, and serve as a liaison for effective communication across teams while managing various business initiatives.
Asset ManagementBankingFinancial 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
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
2026-01-23
2026-01-22
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