Wealth Management Solutions Strategy, Associate

In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm.

As an Associate on the Strategy & Business Development team, you will manage mission-critical projects that range from developing growth strategies and assessing new market entry plans to implementing organizational restructurings, operational efficiencies, and pre and post-deal merger & acquisition projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating and managing investment and non-investment products, solutions, and services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, advisory, alternatives, retirement, workplace, deposits, trusts & estates, mortgages, and insurances. You may also have opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team based on your interests and availability.

In this position, you will play a pivotal role in advancing key projects. Your responsibilities will include conducting and managing detailed analyses, creating comprehensive presentations related to strategic planning, business enhancement, and optimization, and participating in various internal consulting initiatives. You will collaborate closely with senior team members, conducting analysis and research, and working extensively with colleagues across Asset and Wealth Management, including investment professionals, product owners, and functional teams. This role offers you the opportunity to formulate and present recommendations to senior leadership and engage in regular interactions with senior management.

Job Responsibilities:

• Perform competitive and market sizing analyses, including profiling competitors' offerings / strategies and identifying factors driving growth or change in industry structure
• Identify and develop growth strategies based on identifying customer segments, buying behaviors, and customer value propositions
• Translate growth strategies into operational initiatives by modeling business decisions, determining cost structures / drivers, and assessing financial impacts
• Define operating models and address related organizational design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies
• Manage or facilitate inter-Line of Business or intra-Line of Business initiatives
• Drive development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites)
• Assess strategic rationale and drivers of value in potential mergers and acquisitions transactions

Required qualifications, capabilities and skills:

• 3+ years of experience in Strategy consulting with a top-tier management consulting firm, in internal consulting / on a corporate strategy team, in a front office financial services role (e.g., private banker, investment specialist, portfolio management, etc.), or experience working at a wealthtech or similar fintech company
• Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions
• Strong client management and executive-level communication skills
• Strong PowerPoint and Excel skills
• Open, collaborative, team-oriented operating style
• Bachelor's degree required

Preferred qualifications, capabilities and skills:

• Deep knowledge of financial services, especially wealth management and asset management
• Basic level understanding of Artificial Intelligence / Large Language Models

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.

The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives.

Client-provided location(s): New York, NY

Job ID: JPMorgan-210651921

Employment Type: FULL_TIME

Posted: 2025-07-31T12:03:47