Chase · 21 hours ago
Wealth Management, Analyst - US Solutions Product Development
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Entry, Mid Level
$75K/yr - $100K/yr
3+ years expJPMorgan Chase is a leading financial institution offering innovative financial solutions. They are seeking a Wealth Management Analyst to focus on product development and management, collaborating with various teams to launch and manage fee-based advisory products across multiple distribution channels.
BankingFinancial Services
Responsibilities
Drive product launches by collaborating with investment management, business channels, trading, legal, compliance, risk, finance, tax, operations, and technology teams, ensuring initiatives are delivered on time and within scope
Lead feasibility analyses of proposed solutions by partnering with stakeholders to identify critical delivery components and assess time to market
Spearhead efforts to consolidate products, streamlining offerings to clients to optimize resource allocation and focus on areas of revenue and asset growth
Provide product support and coordinate across business lines to ensure a seamless client experience for new launches and the implementation of key product lifecycle changes, both tactically and strategically
Develop and manage project plans and updates for senior management
Qualification
Required
3 years of experience in financial services preferred, with a background in product roles within wealth management, asset management, investment banking, or consulting
Exposure to managed investment products in SMA format across asset classes (Equity, Fixed Income, Multi-Asset, Alternatives and/or Structured Products/Derivatives)
Demonstrated success in delivering business initiatives through a structured approach and organizational collaboration
Excellent communication skills, with the ability to clearly and logically present complex concepts to key partners and senior leaders, both orally and in writing
Strong team orientation, with the ability to work effectively with individuals and groups across different functions and levels of seniority
Analytical and data-driven mindset, with exceptional problem-solving and critical thinking skills
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
Recent News
2026-01-24
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