J.P. Morgan Wealth Management- Analyst, Banking Business Development
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management (CWM), J.P. Morgan Advisors (JPMA), J.P. Morgan Personal Advisors (our remote advice channel), and Self-Directed (our digital investing platform). The combined business has ~$600 billion in Assets Under Management and over 5,000 advisors located across 3,500 branches and 20 offices.
As an Analyst within the Banking Business Development team, you will support the Wealth Management Banking Business Development team in managing core business initiatives, focusing on the cash sweep offering, investment-aligned bank deposits, and traditional banking products to promote balance growth, product harmonization, and consistency across our wealth management business. Your role may involve initiatives related to product development, pricing, product training and education, and business risk and controls. You will gain experience in all aspects of product distribution, including strategy development, content creation and design, sales marketing, and financial analysis.
Job Responsibilities:
- Support the WM Banking Business Development team in managing run-the-bank and/or change-the-bank initiatives that will advance the Banking product experience through partnership with key stakeholders such as Tech Product, Operations, Service, Digital, and desktop teams, as well as Legal, Risk, and Compliance.
- Partner with Data & Analytics to develop and maintain business reporting to inform of business trends and potential growth opportunities
- Conduct comprehensive industry competitive analysis to identify product and offering gaps, and potential areas of growth to improve the overall client WM Banking experience
- Demonstrate understanding of the unique needs of High Net Worth and Ultra High Net Worth clients and the bank products offered with through J.P. Morgan
- Assist in the development of product presentations, awareness campaigns, and marketing updates to educate and socialize WM Banking initiatives with key business partners
- Manage WM Banking team meetings to discuss broader current initiatives and foster a collaborative environment
Required qualifications, capabilities and skills:
- Bachelor's degree required
- At least 2 years of financial services product
- General understanding of wealth management and macro interest rate environment
- Strong analytical and organizational skills
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Ability to communicate effectively and professionally with team members and business partners
- Proficiency using Microsoft Office products such as Excel and PowerPoint
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Preferred qualifications, capabilities and skills:
- project management experience strongly preferred
ABOUT US
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 may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion