The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management (CWM), J.P. Morgan Advisors (JPMA), J.P. Morgan Personal Advisors (our remote advice channel), and Self-Directed (our digital investing platform). The combined business has ~$600 billion in Assets Under Management and over 5,000 advisors located across 3,500 branches and 20 offices. 

As an Analyst within the Banking Business Development team, you will support the Wealth Management Banking Business Development team in managing core business initiatives, focusing on the cash sweep offering, investment-aligned bank deposits, and traditional banking products to promote balance growth, product harmonization, and consistency across our wealth management business. Your role may involve initiatives related to product development, pricing, product training and education, and business risk and controls. You will gain experience in all aspects of product distribution, including strategy development, content creation and design, sales marketing, and financial analysis.

 

Job Responsibilities:

Support the WM Banking Business Development team in managing run-the-bank and/or change-the-bank initiatives that will advance the Banking product experience through partnership with key stakeholders such as Tech Product, Operations, Service, Digital, and desktop teams, as well as Legal, Risk, and Compliance.Partner with Data & Analytics to develop and maintain business reporting to inform of business trends and potential growth opportunitiesConduct comprehensive industry competitive analysis to identify product and offering gaps, and potential areas of growth to improve the overall client WM Banking experience Demonstrate understanding of the unique needs of High Net Worth and Ultra High Net Worth clients and the bank products offered with through J.P. MorganAssist in the development of product presentations, awareness campaigns, and marketing updates to educate and socialize WM Banking initiatives with key business partnersManage WM Banking team meetings to discuss broader current initiatives and foster a collaborative environment

 

Required qualifications, capabilities and skills:

Bachelor’s degree required At least 2 years of financial services product General understanding of wealth management and macro interest rate environmentStrong analytical and organizational skillsProven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment Ability to communicate effectively and professionally with team members and business partnersProficiency using Microsoft Office products such as Excel and PowerPoint 

 

Preferred qualifications, capabilities and skills: 

project management experience strongly preferred