J.P. Morgan Wealth Management- Associate, Business Management

Location: New York, NY, United States

Job Family: Sales Support

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Associate, Business Management to join our team in New York, NY. In this pivotal sales support role, you will act as a key Business Manager, overseeing various aspects of our wealth management business and driving strategic initiatives that enhance client value and operational excellence. Reporting to senior leadership, you will play a crucial role in supporting our advisors and teams by managing projects, analyzing performance metrics, and ensuring seamless execution of business plans in a competitive financial services landscape. This position offers the opportunity to contribute to one of the world's leading wealth management firms, where innovation and client-centric solutions are at the core of our success. Your primary responsibilities will include collaborating with cross-functional teams to develop and implement business strategies tailored to high-net-worth clients, monitoring key performance indicators, and providing actionable insights to optimize sales processes. You will facilitate communication between sales, operations, and compliance groups, ensuring all initiatives align with J.P. Morgan's rigorous standards and regulatory requirements. Additionally, you will conduct market research, prepare executive-level reports, and identify opportunities for process improvements that drive efficiency and revenue growth within our wealth management division. The ideal candidate thrives in a fast-paced environment, bringing strong analytical skills and a passion for the financial services industry. At J.P. Morgan Chase, we value diverse perspectives and offer unparalleled resources for professional growth, including access to cutting-edge technology and global networks. Join us to make a meaningful impact on our clients' financial futures while advancing your career in a supportive, innovative culture.

Key Responsibilities

• Support the development and execution of business strategies for J.P. Morgan Wealth Management initiatives
• Manage day-to-day operations, including resource allocation and performance tracking
• Collaborate with sales teams to enhance client acquisition and retention efforts
• Analyze market trends and competitive landscapes to inform business decisions
• Coordinate cross-functional projects, ensuring alignment with firm-wide goals
• Prepare reports and presentations for senior leadership on business performance
• Identify process improvements to drive efficiency in wealth management operations
• Assist in budgeting and forecasting for business units
• Ensure compliance with internal policies and regulatory standards
• Foster relationships with key stakeholders to support sales support functions

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3-5 years of experience in business management, sales support, or operations within the financial services industry
• Strong understanding of wealth management products and services
• Proven track record in managing business initiatives and cross-functional teams
• Excellent analytical and problem-solving abilities
• Proficiency in financial modeling and data analysis tools
• Ability to thrive in a fast-paced, high-stakes environment

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience working at a major financial institution like J.P. Morgan Chase
• Knowledge of regulatory requirements in wealth management (e.g., SEC, FINRA)
• Prior involvement in sales support or client-facing roles in asset management
• Certification such as CFA or CFP

Required Skills

• Financial analysis and modeling
• Project management
• Strategic planning
• Data interpretation and reporting
• Microsoft Office Suite (Excel, PowerPoint, Word)
• CRM software proficiency (e.g., Salesforce)
• Communication (verbal and written)
• Leadership and team collaboration
• Problem-solving and critical thinking
• Time management and prioritization
• Regulatory knowledge in finance
• Client relationship management
• Analytical mindset
• Adaptability in dynamic environments
• Attention to detail

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching
• Generous paid time off and flexible work arrangements
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• Parental leave and family support benefits
• Access to J.P. Morgan's global wellness and mental health initiatives

JP Morgan Chase is an equal opportunity employer.