J.P. Morgan Wealth Management - Associate, Investment Product and Platform

JPMorganChase’s J.P. Morgan Wealth Management business provides investment and wealth management services through digital, remote, branch, and office-based channels. The Associate will research the wealth management landscape, develop strategic product and platform opportunities, partner with cross-functional stakeholders on implementation, and translate advisor and client feedback into product improvements.

What you'll do:

• Work across different lines of business and client channels including digital, remote, branch, and office-based
• Conduct research and analysis on the competitive landscape in wealth management, identifying best-in-class competitors and secular trends
• Assist in developing the business case, strategic vision, roadmap, governance framework, and success metrics of relevant opportunities
• Partner with stakeholders to define requirements, prioritize enhancements, and support implementation of initiatives that deliver innovative and transformational change
• Translate advisor and client feedback into actionable product improvements
• Develop subject matter expertise across the investment products and platforms that we support and serve as a trusted resource for cross-functional partners

What they're looking for:

• 1+ years of experience in financial services or management consulting
• Bachelor's degree in a relevant field
• A valid and active Series 7 license is required or must be obtained within 120 days of starting in the role as a condition of employment
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
• A valid and active Series 66 (63/65) is required or must be obtained within 120 days of starting in the role as a condition of employment
• Strong analytical and quantitative skills
• Excellent written and verbal communication skills
• Demonstrated ability to structure complex problems and develop data-driven recommendations
• Intellectual curiosity and a strong interest in investment products and wealth management
• Proficiency in Microsoft Office applications, especially PowerPoint and Excel
• Master's degree in a relevant field or progress towards a CFA or CFP designation
• Experience in investment project / program management

Benefits:

• Commission-based pay for eligible roles
• Discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, for eligible roles
• Comprehensive health care coverage
• On-site health and wellness centers
• A retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching