JP Morgan Wealth Management - Platform Strategy Associate

JPMorgan Chase Bank, N.A.
Full time Full day
Plano, TX
JPMorgan Chase & Co . Is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

The JP Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices

The vision for the business is to be the most recommended financial services partner. The goal is to manage 1T in invested assets by 2025

The Advisor & Service Platform Tools team is a newly created team focused on transforming the technology capabilities that Wealth Management Advisors & Service professionals use to engage with clients and prospective clients. Our team seeks to deliver a robust and reliable platform, integrated with tools and features designed to enable easy, efficient and personalized experiences for clients at scale. To understand and drive the vision of our technology, we partner closely with various organizations across the firm. The Business Excellence / Platform Strategy & Adoption Team is charged with maintaining these partnerships to ensure strategic alignment of development, implementation and adoption

Business Excellence / Platform Strategy & Adoption Team Overview:

The team is responsible for:

  • Partnering across the US Wealth Management (USWM) business with hierarchical key stakeholders & product cabinets to establish, align and provide transparency into the vision for how to create & deliver best in class client and employee experiences
  • Organizing, conducting, and analyzing advisor/service professionals' needs across various lines of business to help our product owners transform, prioritize, and deliver a better product, feature, or workflow

  • Developing & executing flawlessly the strategy for platform implementation, adoption and governance across products & lines of business, in alignment with controls & procedures
  • Building & maintaining a framework to systematically collect & analyze post implementation feedback, reporting and performance
  • Continuously analyzing our operations, features, products & workflows to identify and recommend changes to optimize our business
  • Effectively communicating the platform & broader team's long term vision, short term objectives/strategy and progress to various levels of stakeholders across the organization
  • Performing and sharing competitive & industry analysis with product partners and key stakeholders to drive strategy
  • Coordinating, developing and updating written policies and procedures over advisor activities

Key Responsibilities

  • Assist Advisor & Service Platform Tools Team on strategy of Advisor/Service toolsets and to bring awareness to platform milestones, dependencies, risks and achievements to executives and stakeholders
  • Create and maintain awareness through executive and stakeholder forums and business reviews
  • Showcase progress and key milestones through creation of executive presentations
  • Storyboarding the journey and transformation of the Advisor and Service platform in partnership with product owners
  • Assist in managing and packaging product deployment efforts for Advisor and Service professionals throughout an Agile product delivery process
  • Illustrate and communicate executive/user friendly program strategy and product delivery roadmaps
  • Partner with Communication, Training, and Practice Management teams to create seamless delivery model
  • Create and manage periodic delivery of the ASPT "Story" that highlights what has been done, what is currently being done and what is to come
  • Partner with project management to structure product deployment and release efforts across USWM businesses


  • Bachelor's degree required
  • 2-4 years of experience in strategic consulting, management consulting, project management, business management
  • Preferred 1+ years managing large scale projects (preferably in a Wealth Management or Branch setting)
  • High level of proficiency using Microsoft Office products such as Word, Excel, and PowerPoint
  • Prior experience creating high quality presentations used for executive level management communication and transparency into program strategy and progress (example presentation required during second interview round)
  • A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating ability to work in unstructured, dynamic environment
  • An outstanding ability to apply quantitative and strategic approaches, and work well in cross-functional teams
  • Strong organizational skills and detail-orientation, comfort juggling a dynamic and complex piece of work
  • Excellent end-to-end problem solving skills, including developing logical, actionable recommendations
  • Strong interpersonal and communication skills (both verbally and written)
  • Ability to interact with colleagues at all levels and achieve goals
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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs

Equal Opportunity Employer/Disability/Veterans

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