Chase · 7 hours ago
J.P. Morgan Wealth Management - Associate - National Branch Field Strategy & Execution
3424 Peachtree Rd Ne, Atlanta, GA, 30326, US
Full-time
Onsite
Mid, Senior Level
5+ years expChase is a leading financial services firm focused on helping investors achieve their long-term financial goals. As an Associate on the National Branch Field Strategy and Execution team, you will play a key role in building the new business and integrating within the existing JPMWM infrastructure, while providing necessary operating models, tools, and resources to advisors and clients.
BankingFinancial Services
Responsibilities
Lead training sessions and office hours for advisors and leadership; serve as a resource for National Branch advisors (Personal Advisors & Investments Direct)
Support change management initiatives and facilitate the rollout of new products, processes, and technology to the field
Provide supplemental coaching to field teams, with an emphasis on onboarding new hires
Assist in the management and execution of firm-wide strategic initiatives
Consult on the definition of detailed processes and system requirements
Support Divisional and Regional Leadership with tactical tasks
Collaborate with Wealth Management Specialists and the broader Practice Management organization
Create and deliver compelling presentations for senior leadership and frontline advisors
Create training materials
Qualification
Required
Bachelor's degree required
Minimum of 5 years in financial services, with a focus on wealth management and financial planning
Experience with internal Salesforce and advisory tools
Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, and operations, with the ability to collaborate across these teams
Exceptional storytelling and presentation skills, both written and verbal
Team orientation, high energy level, positive thinker
Flexibility and adaptability to operate effectively within a dynamic environment
Project management experience
Ability to analyze and prioritize alternative solutions to drive results
Knowledge of internal products and services offered within National Branch
Series 7 & 66
Preferred
WMCP 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
Recent News
2026-01-24
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