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JPMorganChase

JPM Wealth Management - Product Business Management / Chief of Staff (Associate)

Posted Yesterday
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Hybrid
New York, NY, USA
Mid level
Hybrid
New York, NY, USA
Mid level
Supports wealth management product leaders by translating strategy into execution plans, coordinating initiatives, preparing leadership presentations, managing workstreams and timelines, and organizing communications across business, finance, technology, product, data, and design teams. The role also handles executive requests, meeting preparation, business analysis, team activities, and process improvement while maintaining clear operating rhythms and measurable outcomes.
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Help shape how we deliver products that support clients’ financial goals. In this role, you will turn strategy into clear plans, actionable insights, and coordinated execution across teams. You will partner with leaders and experts to keep priorities moving and outcomes measurable in a fast-changing environment.

Job summary

As a Business Manager - Associate in JPMorgan Wealth Management Product, you help translate product strategy into coordinated execution, clear communications, and streamlined operating rhythms. You’ll be a trusted partner to product leaders, supporting planning, analysis, meeting preparation, and follow-through across key initiatives. You’ll collaborate closely with colleagues across business, finance, technology, product, data, and design, helping us operate efficiently and deliver meaningful outcomes.

Job responsibilities
  • Support the Product Business Manager with daily inquiries, strategic analyses, and initiative execution
  • Prepare for key meetings by reviewing partner materials and coordinating priorities and day-to-day activities
  • Develop materials for senior leadership presentations, leadership conferences, and other key forums
  • Respond to executive ad-hoc requests related to project management, presentation development, and business analysis
  • Communicate effectively with business partners to understand work in progress and lead next steps
  • Manage projects and deliver key workstreams, tasks, and timelines
  • Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
  • Organize complex information into clear, compelling stories, demonstrating strong design judgment and Excel/PowerPoint expertise
  • Participate in collaborative initiatives to simplify, improve, and add value to existing business processes
Required qualifications, capabilities, and skills
  • Bachelor’s degree in business, engineering management, or a related field
  • 3 years of experience in business management, project management, communications, operations, strategic planning, or a chief operating officer function
  • Experience delivering timely, high-quality presentations and/or reporting for multiple stakeholders
  • Demonstrated ability to influence and align across different stakeholder groups and lead the agenda forward
  • Strong written and verbal communication skills
  • Strong organizational skills, project management skills, and ability to manage competing priorities
  • Ability to articulate clear rationale for design decisions and structure information effectively
  • Proficiency in Microsoft Excel and Microsoft PowerPoint, including pivot tables
  • Ability to work independently with appropriate judgment and minimal supervision
Preferred qualifications, capabilities and skills
  • Experience in wealth management or a closely related financial services business

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). This role is not eligible for relocation assistance.

About Us

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

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
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JPMorganChase New York, New York, USA Office

270 Park Avenue, New York, NY, United States, 10017-2014

JPMorganChase New York, New York, USA Office

4 Metrotech Center, New York, NY, United States, 11201

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