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

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co. with ~6,000 advisors and $1.3 trillion of assets under supervision. Clients can choose how and where they want to invest - digitally, remotely or in person by meeting with an advisor in one of our more than 5,000 Chase branches throughout the U.S., or in one of our offices.

The Investment Product and Platform team is responsible for curating the investment product offering and enhancing the investment platforms of J.P. Morgan Wealth Management to improve advisor capabilities and client outcomes.  We partner with technology, legal, risk, compliance, operations, and other stakeholders to deliver industry-leading solutions.

As an Associate on the Investment Product and Platform team, you will contribute to helping our clients achieve their financial goals and improving the day-to-day experience of our advisors. You will gain exposure to a variety of investment solutions including managed and brokerage accounts, ETFs, mutual funds, alternative investments, structured products, cash and liquidity solutions, insurance and annuity products, and digital investment tools and capabilities.

Job Responsibilities:

• 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.

Required Qualifications, Capabilities, and Skills:

• 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

Preferred Qualifications, Capabilities, and Skills:

• Master’s degree in a relevant field or progress towards a CFA or CFP designation
• Experience in investment project / program management
• Experience in financial or data analytics
• Experience with brokerage accounts, annuities, insurance, structured and complex products

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans