J.P. Morgan Wealth Management - Divisional Strategy & Support Associate - Plano, Austin, Houston, Mi
We have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service.
Using the latest banking solutions combined with cutting-edge banking technology you'll be front and center representing our brand and problem solving to offer our customers the best solutions for their financial needs.
You are passionate about people, helping to improve the lives of our customers through financial solutions, education, and advice.
As a Divisional Strategy & Support Associate, you will support the execution of wealth strategies and tactics that will ensure a world class client experience.
You will work in collaboration with key partners across the Wealth Management businesses and One Chase partners.
You will support the division in maintaining alignment with national wealth strategies.
Job responsibilities
* Oversee communications, project management, and tracking for the Division (e.g.
training progress, branch visits, and senior leader visits).
* Plan and manage Division events, including All Advisor calls and meetings, by handling logistics, managing invitation communications, and coordinating regional events with Administrative Assistants and Regional Support Leads (RSLs).
* Manage Thought Leadership allocation, coordinate with RSLs, and oversee communications, calendar of deliverables, and prep calls.
* Provide execution support for the division's wealth business by tracking and monitoring progress.
* Support strategic initiatives across partners with Regional Directors to advance divisional agenda.
* Drive special projects involving various business functions, ensuring significant organizational impact.
Required qualifications, capabilities, and skills
* 5+ years of proven experience in managing projects, preferably in a wealth or investment-focused environment.
* Ability to create a collaborative environment that empowers others by inviting input from each person and sharing ownership and visibility.
* Ability to manage multiple priorities in a fast-paced environment and adaptive to change.
* High degree of technology acumen.
* Strong communication skills, highly professional, attention to detail, and excellent follow-through.
* Bachelor's Degree or equivalent related experience required.
* Ability to travel 50% of the time.
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-b...
- Rate: Not Specified
- Location: Plano, US-TX
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210641654
- Posted: 2025-07-17 08:39:49 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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