U.S. Private Bank - Diverse Wealth Strategies Associate - Senior Associate
We are actively looking for an exceptionally talented individual who is collaborative, confident and motivated to provide a first-class experience to advisors, leadership and clients within J.P. Morgan's U.S. Private Bank. The Diverse Wealth Strategies (DWS) Associate will partner with the Head of Diverse Wealth Strategies to support various DWS verticals in strategy execution, tool implementation, and reporting thereby driving client acquisition and engagement. This individual will have a unique blend of interpersonal and analytical skills. Additionally, this individual will efficiently leverage both quantitative and qualitative resources to support business development and strategy execution. They will help drive key projects forward, executing and owning detailed analyses and developing comprehensive presentations related to strategic planning, business improvement and optimization, and other internal consulting initiatives.
As a Diverse Wealth Strategies (DWS) Associate, you are responsible for collaborating closely with the team and advisors across the country to create and streamline processes, collect data, and support the various wealth strategies. You can expect to work extensively with other internal stakeholders, senior leadership, and interface with clients. You are expected to craft presentations to senior leadership and have many opportunities for senior management interaction.
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Job Responsibilities
- Quickly synthesize and interpret data; help devise creative approaches, frameworks, and insights to address key strategic, process, or organizational changes (current and future states)
- Collect and maintain internal and external resources and documentation on collaboration sites such as SharePoint
- Participate in collaborative initiatives with team members and partners, looking for ways to continually simplify, improve, and add value to existing business processes
- Communicate effectively with key business partners to understand projects and drive next steps
- Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
- Create presentations with ability to recognize and address stakeholder motivations and concerns for senior leadership presentations, reports, and dashboards
- Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
- Develop strong trusted advisor relationships with key stakeholders
Required Qualifications, Capabilities, and Skills
- Bachelor's Degree or equivalent years of relevant work experience
- Project management experience
- Proficient in Microsoft Suite (Word, Excel, PowerPoint)
- Strong attention to detail and organization skills
- Excellent communication and interpersonal skills
- Strong presentation and analytical skills
Preferred Qualifications, Capabilities, and Skills
- Self-motivated, tenacious and able to work with high degree of independence
- Strong time management and prioritization skills
- Well-versed in strategy development or previous experience with consulting firm
- Experienced in developing executive level reports, presentations, and documentation
- Financial services background, preferred experience with Wealth Management
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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