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About the Role

The Cross‑Line‑of‑Business (LOB) Partnerships team, within J.P. Morgan Advisors' Family Wealth Services, connects clients to capabilities across JPMorgan Chase by fostering collaboration between JPMA and businesses like the Commercial & Investment Bank and Business Banking. This role strengthens JPMA's cross‑LOB connectivity by managing advisor opportunities, tracking outcomes, and providing insights.

Responsibilities

• Prioritize and respond to a high volume of inbound advisor inquiries, capturing scope, size, and service needs for accurate routing.
• Establish and maintain a closed‑loop feedback process to track disposition and outcomes.
• Serve as a connector between JPMA advisors and cross‑LOB partners, scheduling and facilitating introductions and follow‑ups.
• Maintain current knowledge of partner org structures, products, and solutions.
• Build and maintain activity trackers, producing monthly metrics and performance dashboards for leadership.
• Partner with regional JPMA teams and cross-lob event teams to manage the nominations process for premier client events.
• Partner with internal Finance and Data teams on strategy and analysis special projects.
• Develop and refresh internal guides, intranet content, FAQs, and playbooks that promote cross‑LOB resources and processes.
• Coordinate briefings and updates to maintain continuous engagement between JPMA leaders and partner stakeholders.
• Drive process improvement initiatives that streamline workflows and enhance advisor and client experience.

Requirements

• Bachelor’s degree.
• 3+ years of experience in financial services, banking, or wealth management.
• Demonstrated ability to build relationships and collaborate across multiple stakeholder groups to execute initiatives.
• Strong project management and organizational skills; proven ability to manage multiple priorities with high attention to detail.
• Proficiency in Microsoft Excel and PowerPoint.
• Strong written and verbal communication skills.

Skills

• Microsoft Excel
• Microsoft PowerPoint
• Written communication
• Verbal communication
• Project management
• Organizational skills
• Relationship building
• Collaboration

Location

• Remote

Work Type

• Full-time

Experience Level

• Associate

Education Level

• Bachelor's degree

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• J.P. Morgan Advisors (JPMA) is the ultra-high-net-worth division of J.P. Morgan Wealth Management, offering personalized service backed by global resources.
• Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals.
• 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.
• Our Consumer & Community Banking division serves 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.
• We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Equal Opportunity

• 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.
• Equal Opportunity Employer/Disability/Veterans