J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).

As a Senior Associate in the National Branch Sales Strategy within J.P. Morgan Wealth Management, you will have end-to-end ownership of National Branch's Platform delivery management and reporting. You will be responsible for partnering closely with key stakeholders and product owners across the organization to ensure alignment in designing and implementing the platform strategy and roadmap. Your role will be critical in defining business requirements for various digital products across our Wealth Management business and promoting feedback from both our clients and advisors towards adoption of the platform. This role provides an opportunity to contribute significantly to the success and future growth of the National Branch.

Job Responsibilities

• Support the overall Project Execution management and reporting, inclusive of oversight of backlog management from all partner Product Owners as well as of all unique National Branch initiatives

• Partner with our Technology, Strategy and Business execution teams to ensure transparency across the business and training on all platform deliverables

• Take responsibility by identifying any delivery issues, problem-solving solutions, including escalations

• Act as the main point of contact to define and collect all National Branch Platform adoption-related metrics and feedback, synthesize such feedback, and produce specific recommendation(s) for driving adoption further which is critical in influencing National Branch overall strategy as well as Platform design-related roadmap(s)

• Support the delivery of the multi-year National Branch Platform Roadmap

• Work closely with all relevant functions / partners (e.g. partner Product Owners, Legal, Risk and Control Partners, Technology Partners, Program Management, etc.) to help manage the National Branch-related backlog across all parties, to ensure timely delivery of all requirements

• Act as the main point of contact for all delivery-related questions

• Proactively identify any potential delivery issues and escalate them in a timely manner

• Lead decision-making and prioritization as they relate to delivery of the Platform-related requirements, considering the National Branch offering as a whole

• Promote analysis, design and management of the requirements related to increasing Platform adoption

• Act as an active contributor to the design of the Operating models and workflows to support optimum efficiency across internal processes, from the Platform adoption perspective

Required qualifications, capabilities, and skills

• At least 1 year of experience in a Platform Delivery and / or Program Management

• Ability to handle initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast-paced dynamic environment

• Excellent end-to-end generalist problem solving skills and ability to prioritize and analyze issues

• Strong interpersonal and influencing skills; ability to interact with colleagues at all levels and achieve goals without direct control over resources

• Highly self-motivated with a track record of demonstrating a high level of personal initiative and achieving challenging goals

• Strong verbal communication and presentations skills

• Strong written communication skills: the ability to write clearly with a high level of sophistication and detail

Preferred qualifications, capabilities, and skills

• Strong verbal communication and presentations skills

• Strong written communication skills: the ability to write clearly with a high level of sophistication and detail

• Product launch or product lifecycle agile management experience is highly desired

Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary

New York,NY $71,250.00 - $115,000.00 / year