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About the Role

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. As an Associate on this team, you will contribute to helping clients achieve their financial goals and improving the day-to-day experience of advisors, gaining exposure to a variety of investment solutions.

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.

Requirements

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

Skills

Microsoft PowerPoint
Microsoft Excel

Location

U.S.

Work Type

Digital
Remote
Branch
Office-based

Experience Level

Associate

Education Level

Bachelor’s degree
Master’s degree
CFA designation
CFP designation

Salary/Compensations

Competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Commission-based pay and/or discretionary incentive compensation may be offered.
Additional details about total compensation will be provided during the hiring process.

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

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.
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.
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