Chase · 12 hours ago
J.P. Morgan Wealth Management - Associate, Affluent Strategy & Cross-Channel Referrals
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Entry 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. As an Associate in J.P. Morgan Wealth Management, you will manage initiatives to acquire, grow, and deepen relationships with affluent clients while supporting Chase Wealth Management and collaborating with various stakeholders to enhance the client experience.
BankingFinancial Services
Responsibilities
Ensure the affluent strategy is aligned to JPMorgan Wealth Management’s business priorities and client needs
Design and implement a scalable referral operating model between J.P. Morgan Private Client and J.P. Morgan Wealth Management as Private Client scales nationwide
Create field-facing resources (Playbooks, FAQs, Training materials) that clearly articulate the value proposition of J.P. Morgan Private Client for affluent clients
Lead initiatives that strengthen day‑to‑day partnerships between advisors and client‑facing partners (Relationship Managers, Private Client Bankers, Wealth Planners) by clarifying roles and responsibilities
Regularly engage with field leadership across CWM’s ~200 markets to incorporate feedback to continuously improve programs as we scale
Balance the priorities and business objectives of both the Private Client business and the Wealth Management businesses
Identify risks and escalate issues quickly and appropriately, helping to resolve with a solution-focused mindset
Build and manage success metrics reporting, coordinating performance updates for key stakeholders, and recommending opportunities for improvement
Build trust and rapport through all interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives
Qualification
Required
2+ year of experience in financial services or related field
Strong written and verbal communication skills; ability to translate complex topics succinctly and tailor communications for different audiences
Self-motivated with track record of high achievement; committed to continuous learning and professional development; strong work ethic
Leadership and relationship-building skills required to work with functional partners, the field salesforce and subject matter experts
Critical thinking skills and capacity to quickly learn and develop new strategic frameworks in a complicated and highly regulated environment
Excellent collaboration and stakeholder management; adept at navigating complexity and achieving goals without direct control over resources
Ability to influence project teams and produce clear, well-designed, engaging field-facing tools and training; able to adjust style and content for audiences from executives to client-facing employees
Sound judgement; detail-oriented and highly organized; strong prioritization skills with ability to adapt to ever-changing business environment
Preferred
Experience in Wealth Management is a plus
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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