Asset & Wealth Management Location Strategy Associate

Location: Plano, TX, United States

Job Family: Program Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. The Asset & Wealth Management Location Strategy Associate plays a pivotal role in shaping the physical and operational landscape for our high-net-worth clients and investment teams. Based in our state-of-the-art Plano, TX campus, you will contribute to overseeing the global strategic real estate program, ensuring that our workspace solutions enhance productivity and support the delivery of exceptional asset and wealth management services. This position within the Program Management category demands a blend of strategic foresight and hands-on execution to align real estate initiatives with the firm's ambitious growth in the financial sector. Your core responsibilities will include managing the end-to-end delivery of workspace solutions, from initial site assessments to final occupancy, while optimizing costs and ensuring seamless integration with JP Morgan Chase's technology infrastructure. You will partner closely with Asset & Wealth Management leaders to forecast space needs driven by expanding advisory services, portfolio management, and client engagement activities. By leveraging data-driven insights, you will identify opportunities for portfolio optimization, such as consolidating locations in key financial centers like New York, London, and Hong Kong, all while adhering to stringent compliance standards that protect our clients' assets and our reputation as a trusted steward of wealth. This role offers a dynamic environment where you can influence the future of workplace design in finance, incorporating modern elements like collaborative spaces for investment strategists and secure areas for confidential client meetings. At JP Morgan Chase, we value diverse perspectives and invest in your professional growth through mentorship, training, and exposure to senior executives. Join us in Plano, TX, to help build the infrastructure that powers our mission of enabling prosperous futures for our clients in the ever-evolving world of asset and wealth management.

Key Responsibilities

• Oversee the global strategic real estate program for JP Morgan Chase's Asset & Wealth Management division, ensuring alignment with business objectives
• Manage the delivery of workspace solutions, including office fit-outs, relocations, and hybrid work environments tailored to financial professionals
• Collaborate with cross-functional teams, including finance, operations, and legal, to develop and execute real estate strategies
• Conduct market analysis and site selection for new Asset & Wealth Management locations, focusing on cost-efficiency and proximity to key financial hubs
• Monitor and report on real estate portfolio performance, including lease negotiations and vendor management
• Ensure compliance with JP Morgan Chase's risk management frameworks and industry regulations in all real estate initiatives
• Drive innovation in workspace design to support high-performance teams in wealth management and investment advisory services
• Budget and forecast real estate expenditures, optimizing for the firm's long-term growth in the financial services sector
• Facilitate stakeholder engagement with senior leadership to align real estate strategies with Asset & Wealth Management goals

Required Qualifications

• Bachelor's degree in Business Administration, Real Estate, Finance, or a related field
• Minimum of 3-5 years of experience in real estate strategy, program management, or workspace solutions within the financial services industry
• Proven track record in managing global real estate programs for large organizations
• Strong understanding of regulatory requirements in financial services, including compliance with SEC and FINRA standards
• Experience with budgeting and financial analysis for real estate projects exceeding $10M in scope
• Ability to travel up to 20% domestically and internationally as needed

Preferred Qualifications

• MBA or advanced degree in Real Estate or Finance
• Certification in Project Management (PMP) or Real Estate (CCIM)
• Prior experience working at a major financial institution like JP Morgan Chase or similar
• Knowledge of sustainable real estate practices and ESG (Environmental, Social, and Governance) principles in asset management

Required Skills

• Strategic planning and program management
• Real estate market analysis and valuation
• Financial modeling and budgeting
• Project management tools (e.g., MS Project, Asana)
• Lease negotiation and contract management
• Regulatory compliance in financial services
• Stakeholder communication and presentation skills
• Data analytics and reporting (e.g., Excel, Tableau)
• Risk assessment and mitigation
• Team leadership and collaboration
• Sustainability and ESG integration
• Vendor and supplier management
• Adaptability to hybrid work environments
• Problem-solving in high-stakes financial contexts

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Global mobility opportunities and relocation assistance for qualifying roles

JP Morgan Chase is an equal opportunity employer.