J.P. Morgan Wealth Management- Senior Associate, Strategy and Business Operations

Location: New York, NY, United States

Job Family: Program & Project Management

About the Role

At J.P. Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The J.P. Morgan Wealth Management Senior Associate, Strategy and Business Operations role is pivotal in driving the success of our Chase Wealth Management division. Reporting to the leadership team, this position supports the Center of Excellence (COE) by providing strategic insights, operational support, and project management expertise. The ideal candidate will contribute to high-impact initiatives that enhance client experiences, optimize business processes, and position Chase Wealth Management as a leader in personalized financial advisory services. Based in our dynamic New York office, you will collaborate with cross-functional teams to navigate the complexities of the wealth management industry, leveraging J.P. Morgan's vast resources to deliver exceptional results. Key responsibilities include leading strategic projects from inception to execution, analyzing market trends and performance data to inform decision-making, and fostering partnerships across business lines. You will play a crucial role in developing business cases, preparing executive-level communications, and implementing process improvements that drive efficiency and growth. In this fast-paced environment, you will monitor regulatory landscapes and competitive dynamics specific to financial services, ensuring compliance while innovating to meet evolving client needs. This role offers the opportunity to work on transformative initiatives that directly impact millions of clients served by Chase Wealth Management. We seek a proactive professional with a deep understanding of the financial services sector, particularly wealth management. Success in this position requires blending analytical rigor with strong interpersonal skills to influence outcomes at all levels of the organization. J.P. Morgan Chase values diversity, inclusion, and professional growth, providing a supportive culture where your contributions can shape the future of wealth management. Join us to advance your career while helping clients achieve their financial goals in an industry-leading firm.

Key Responsibilities

• Collaborate with the Center of Excellence (COE) and Chase Wealth Management leadership to develop and execute strategic initiatives
• Conduct market analysis and competitive benchmarking to inform business strategy in wealth management
• Manage cross-functional projects, ensuring alignment with organizational goals and timelines
• Analyze performance metrics and KPIs to optimize operational efficiency and client outcomes
• Support the preparation of executive presentations, reports, and business cases for senior stakeholders
• Facilitate communication between business units, identifying risks and opportunities in the wealth management landscape
• Drive process improvements and operational enhancements to support scalable growth in Chase Wealth Management
• Assist in budgeting, forecasting, and resource allocation for strategic programs
• Monitor industry trends and regulatory changes impacting wealth management services at J.P. Morgan Chase
• Mentor junior team members and contribute to a culture of innovation and excellence

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 5 years of experience in strategy, business operations, or project management within the financial services industry
• Proven track record in supporting executive leadership teams in wealth management or investment advisory environments
• Strong analytical skills with experience in financial modeling and data-driven decision making
• Excellent communication and stakeholder management abilities
• Proficiency in Microsoft Office Suite, including advanced Excel and PowerPoint
• Ability to thrive in a fast-paced, high-stakes environment at a global financial institution like J.P. Morgan Chase

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience working in wealth management at a top-tier bank such as J.P. Morgan Chase or similar
• Familiarity with regulatory requirements in the financial services sector, including SEC and FINRA guidelines
• Prior involvement in strategic initiatives for client-facing wealth management programs
• Certification such as CFA, CFP, or PMP

Required Skills

• Strategic planning and execution
• Financial analysis and modeling
• Project management methodologies (e.g., Agile, Waterfall)
• Data visualization tools (e.g., Tableau, Power BI)
• Stakeholder engagement and influence
• Problem-solving and critical thinking
• Advanced Excel and financial software proficiency
• Presentation and storytelling skills
• Risk assessment and mitigation
• Team collaboration and leadership
• Regulatory knowledge in wealth management
• Market research and trend analysis
• Operational optimization
• Communication (written and verbal)
• Adaptability in dynamic environments

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Hybrid work flexibility and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.