As a ConnectWealth Platform Specialist, you will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors businesses, representing in excess of $640 billion in AUM across 900k accounts. Platform specialists will be responsible for launching new capabilities to the salesforce, delivering the value prop of the platform features & capabilities to enhance Advisor productivity, and driving adoption and proficiency in new digital platform toolkit via practice management strategies. The Connect Wealth Program is high profile and spans across multiple lines of business and functions. The goal of the Program is to transform the operating model for managed accounts and implement an intuitive technology platform that supports complex unified managed account strategies. This is a top priority change management and transformative program with strong senior leadership support.
Job Responsibilities:
- Train on our evolving UMA Platform & Program
- Design and Customize advisor resources and trainings that effectively articulate the value proposition to their practice of the transformational changes ConnectWealth aims to deliver
- Deliver training in various forums, leveraging digital/scalable mediums whenever possible
- Provide insights on our platform/UMA Program to optimize Advisor experience, efficiency & productivity
- Delivering the platform’s capabilities for varying client preferences and buying behaviors
- Synthesize and articulate program/platform capabilities and benefits to promote client acquisition/deepen client relationships
- Trusted partner to advisors on new features & capabilities
- Provide insight on ConnectWealth program / expertise on questions (e.g., challenging transitions or portfolio construction toolkit questions)
- Partner with Field Engagement/Advisors for complex/large client situations/pitches (e.g., customized portfolio recommendations, existing vs. proposed allocation analyses)
- Drive Adoption - Critical partner in driving adoption and enhancing platform/program adoption/utilization through the facilitation of platform sales and retention strategies and campaigns
Required Qualifications, Capabilities, and Skills
- 2 years of prior experience in financial services industry, preferably in Managed Accounts, wealth management or investments organizations
- Advanced knowledge of managed investment products and/or investment advisory business preferred
- Strong organization skills and attention to detail; self motivated, resilient and goal oriented
- Ability to work under tight timelines, with a track record of meeting deliverables and previously established metrics/performance measures
- Understanding of Agile methodologies
- Demonstrated experience collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders including Advisors, Legal, Risk, Compliance, and Controls partners
- Strong team player with ability to work with teams at all levels
- Ability to quickly build relationships and influence colleagues, incl. technical and functional partners
- Confident communicator with ability to provide clear and succinct verbal and written updates for all levels of the organization
Preferred Qualifications, Skills and Capabilities
- Demonstrated proficiency with MS Excel, Word, PowerPoint
- Strong issue resolution/and problem-solving abilities
- Excellent analytical skills, communications and presentation skills
- Ability to synthesize information to reach logical conclusions & present findings
- Ability to be flexible, follow tight deadlines, organize and prioritize work
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- 2 years of prior experience in financial services industry, preferably in Managed Accounts, wealth management or investments organizations
- Advanced knowledge of managed investment products and/or investment advisory business
- Strong organization skills and attention to detail; self motivated, resilient and goal oriented
- Ability to work under tight timelines, with a track record of meeting deliverables and previously established metrics/performance measures
- Understanding of Agile methodologies
- Demonstrated experience collaborating with multiple teams and coordinating cross-functional initiatives with stakeholders including Advisors, Legal, Risk, Compliance, and Controls
- Strong team player with ability to work with teams at all levels
- Ability to quickly build relationships and influence colleagues, including technical and functional partners
- Confident communicator with ability to provide clear and succinct verbal and written updates for all levels of the organization
- Demonstrated proficiency with MS Excel, Word, PowerPoint
- Strong issue resolution and problem-solving abilities
- Excellent analytical skills, communications and presentation skills
- Ability to synthesize information to reach logical conclusions and present findings
- Ability to be flexible, follow tight deadlines, organize and prioritize work
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.
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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.
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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.
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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
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.
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