J. P. Morgan Wealth Management – Sales Strategy Support Associate

Posted Yesterday
Be an Early Applicant
New York, NY, USA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Supports Chase Wealth Management sales strategy initiatives by translating priorities into advisor-facing programs, communications, tools, and execution plans. Partners with Product, Investment Research, Marketing, Analytics, and field leaders to improve advisor productivity, client engagement, and business growth. Gathers stakeholder feedback, develops executive-ready materials, synthesizes complex information, interprets data, and coordinates cross-functional initiatives.
Summary Generated by Built In

Make your mark by helping shape the future growth of Chase Wealth Management. Join our Business Development team and partner with leaders across the organization to turn strategic priorities into programs, tools, and communications that support advisors and field leaders. You'll have the opportunity to contribute to initiatives that influence advisor effectiveness, client engagement, and business growth while building relationships across a collaborative and dynamic environment. If you enjoy translating strategy into practical solutions and creating meaningful business impact, we'd love to hear from you.

 

 

As a Senior Associate of Sales Strategy within the Chase Wealth Management Business Development team, you will help shape the content and experiences advisors rely on, with your work featured in national field forums, leadership meetings and key business initiatives. Success requires a sharp strategic mind, exceptional attention to detail, and the ability to build strong partnerships across a complex organization. Most importantly, you’ll bring ideas to life: simplifying complex concepts and translating strategy into practical guidance that empowers advisors across the country.

 

 

Job Responsibilities

  • Help drive execution across the full portfolio of initiatives owned by CWM sales strategy

  • Support the design and execution of national business development initiatives that improve advisor productivity, client engagement, and practice growth.

  • Partner with leaders and cross-functional teams to translate strategic priorities into structured programs, advisor-facing content, and field-ready execution plans.

  • Gather feedback from advisors and field leaders to refine messaging, improve program design, and identify emerging opportunities for business development initiatives.

  • Build strong working relationships across Product, Investment Research, Marketing, Analytics, and Field Leadership to ensure coordinated execution of firm priorities.

 


Required Qualifications, Capabilities and Skills

  • 3+ years of experience in financial services, strategy, consulting, sales enablement, communications or business development.

  • Strong ability to synthesize complex information quickly and translate insights into clear, practical messaging for field audiences.

  • Demonstrated experience supporting cross-functional initiatives and coordinating multiple stakeholders in a fast-moving environment.

  • Excellent written and presentation skills with the ability to create clear, executive-ready materials for senior leadership and advisor audiences.

  • Strong analytical and problem-solving skills, including the ability to interpret data and translate insights into actionable recommendations.

  • Advanced proficiency in PowerPoint and Excel, with the ability to build compelling visual narratives and structured communications.

  • Ability to operate independently, manage competing priorities, and drive initiatives forward with a high degree of ownership.

 

 

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, paid in the form of cash and/or forfeitable equity, 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.

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.

Skills Required

  • 3+ years of experience in financial services, strategy, consulting, sales enablement, communications, or business development
  • Ability to synthesize complex information and translate insights into clear, practical messaging
  • Experience supporting cross-functional initiatives and coordinating multiple stakeholders
  • Excellent written and presentation skills for creating executive-ready materials
  • Strong analytical and problem-solving skills, including interpreting data and developing actionable recommendations
  • Advanced proficiency in PowerPoint and Excel
  • Ability to work independently, manage competing priorities, and drive initiatives with ownership

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
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.

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