Financial Advisor Development Track Program Manager

Posted 2 Days Ago
Be an Early Applicant
Philadelphia, PA
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Financial Advisor Development Track Program Manager manages the development program for recent graduates at J.P. Morgan, overseeing onboarding, mentorship, and recruitment strategies. They engage with stakeholders, support participants' growth, and enhance program effectiveness through analysis and communication.
Summary Generated by Built In

Job Description
Consumer & Community Banking (CCB) serves 50 million customers with a broad range of consumer financial services, including personal banking, investment advice, small business lending, mortgages, credit cards, payments and auto financing. Our 160,000 employees serve our customers by making dreams possible for everyone, everywhere, every day.
The Financial Advisor Development Track (FADT) is a two-year Early Career Program for recent college graduates sitting in the J.P. Morgan Wealth Management (JPMWM) Line of Business in CCB. FADT Analysts obtain FINRA licenses, gain investment knowledge, and enhance their client service skills through a progression of phone-based roles in J.P. Morgan Wealth Management's Client Service Center. The program's objective is to accelerate participants' development on a path to become Financial Advisors in the Remote Advice Channel, National Branch. Participants follow a 2 year learning journey, including coaching, mentorship, and other high-impact experiences preparing them for a future career in financial advice.
As a Program Manager within the Financial Advisor Development Track team, you will partner with key stakeholders such as Early Career Recruiting, Human Resource Business Partners, CCB Talent team, and JPMWM leadership to execute on program deliverables. Program Management responsibilities are critical to the success of the Program. This opportunity plays a variety of roles within the Program including supporting Full-Time and Summer FADTs, developing and managing key business relationships, and managing the tactical execution of program deliverables. The role has high visibility with Executives and internal partners across J.P. Morgan Wealth Management. To be successful, you will support key business relationships, serves as a coach and mentor for FADT Analysts, and executes key components of the Program's strategy. This role provides an excellent opportunity for end-to-end execution, partnership, and development. Occasional travel required.
Job Responsibilities

  • Execute on FADT core program processes including but not limited to: onboarding, learning journey planning and execution, mentorship structures, budget management, communications, performance, end of program mobility, etc.
  • Strengthen relationships and provide program participants, Business Executives, Human Resource Business Partners, and local management teams with ongoing program updates and support
  • Consult with FADT line managers and mentors to effectively coach aligned FADTs on their continued development, driving program retention and development for both current participants and alumni
  • Work with key stakeholders to refine and execute recruiting strategies, training and development strategies, Line Of Business engagement, performance management & compensation, and other key program strategies and decisions, seeking feedback and successfully managing ongoing change
  • Project manage and continue to enhance the FADT learning journey and scheduled development activities, partnering closely with the Senior Program Manager and/or Program Lead
  • Drive the analysis and distribution of key Program metrics and support partnership structures with Business leadership and partners (Executive Advisory Council and partnering Program Champions)
  • Partner closely with campus recruiting on the intern process/experience and final outcome for full-time program candidacy and collaborate with other Early Career Programs to ensure alignment on Program strategies, processes, and experiences where applicable


Required Qualifications, Capabilities, and Skills

  • 2 years' experience in Program Management, HR Business Partner, Recruiting, or Talent Development. Previous experience in financial advice would be considered.
  • Demonstrated ability to manage multiple, strategic client relationships at all levels and successfully multitask across initiatives
  • Excellent verbal and written communication, presentation, and facilitation skills
  • Able to manage time effectively, execute, and escalate appropriately with demonstrated project and process management skills
  • Demonstrated results and experience with providing feedback, coaching, and development planning
  • Acute attention to detail, follow-through and solution-orientation with high degree of initiative
  • Honed consultative, conflict resolution, executive presence, execution, and influencing skills


Preferred Qualifications, Capabilities, and Skills

  • Knowledge of or previous experience with FINRA licensure, financial advice, or wealth management industry
  • Event management skills and experience
  • Coachability and growth mindset with ability to drive results with fortitude and grit
  • Talent development, higher education, or campus recruiting background


About Us
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-based pay and/or discretionary incentive compensation 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
About the Team
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.

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account