Address
Form of workThe mission of J.P. Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions and advice. The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short and long term goal of our clients.
The I&A team in New York is seeking a highly motivated, coachable and talented Associate to support JPMA's Capital Markets and brokerage platform. The team works with senior leaders and partners with various stakeholders across the firm to develop, deliver, and market capital market solutions to our advisors & clients. The team partners with people across JPMWM, Corporate & Investment Bank, Consumer Bank and Asset & Wealth Management. The Capital Markets and brokerage team focuses on bringing the institutional capabilities of the firm to clients with complex needs.
Job Responsibilities
- Act as an entrepreneur- able to take a conceptual business challenge from a hypothesis to a practical brokerage solution
- Structural analyses on critical initiatives such as corporate access and growth of the institutional segment
- Liaise and develop relationships with all key stakeholders including business users, technology, operations, legal, compliance, risk, marketing and training
- Handle key regulatory changes, projects and internal audits
- Coordinate updates for senior management communication
- Function as an escalation point to keep all parties aware of overall project impact
- Ongoing support of advisors, client associates & clients inquiries related to the brokerage aspect of I&A
- Obtain significant senior leadership exposure and exposure to broader platform to understand how we deliver the firm and its resources to our clients to help drive the business forward
Required Qualifications, Capabilities and Skills
- Minimum of 2-3 years of financial industry experience; preferably in Wealth Management, private banking, or brokerage
- Excellent communication skills, both written and oral, and comfortable engaging all levels of firm management
- Exceptional project management and complex problem-solving skills
- Dynamic team player and self-starter with strong decision-making capabilities
- Challenges status quo and brings new ideas that solve business needs with a risk management approach
- Ability to multi-task, manage priorities and execute in a fast-paced environment with competing deadlines
- Bachelor's degree required
Preferred qualifications, capabilities, and skills
- Series 7 & Series 66 a plus; with willingness to study and pass exams within 12 months of start
- MBA or CFA is preferred but not required
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. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
New York,NY $85,500.00 - $135,000.00 / year
