Role Overview
The Wealth Management Investments Governance team ensures appropriate oversight of Wealth Management (WM)’s investment products, trade practices, and fiduciary obligations. We are seeking a detail-oriented and proactive Associate/VP to support governance processes, committee operations, and strategic initiatives. In this role, you will serve as a key liaison between WM Investments Governance and key business and functional partners, while driving enhancements to oversight frameworks and ensuring seamless execution of committee activities.
Job Responsibilities
- Identify and support enhancements to investment, trade practice, and fiduciary governance oversight processes and frameworks
- Coordinate and execute investment, trade practice, and fiduciary governance oversight committee meetings – including agenda development, material collection and review, logistics management, and driving follow-ups
- Prepare and present high-quality materials to committees and senior stakeholders
- Proactively identify opportunities to streamline and automate tasks and processes
- Own, manage, and support projects (including, creation of new processes and frameworks) and ad-hoc requests requiring quantitative and qualitative analysis
- Help drive project execution, and ensure adherence to established frameworks and timelines
- Build and leverage broad expertise of the Wealth Management business
- Support requests from internal audit, controls testing, and external regulators
- Manage stakeholder relationships and facilitate information flow between teams to drive alignment and collaboration – including other members of the Investments Governance team and various teams across WM Investment Solutions including Due Diligence, Risk, Compliance, Middle Office, and Controls
- Maintain documentation and reporting standards, ensuring compliance with internal policies and regulatory requirements
Required Qualifications, Capabilities, and Skills
- Bachelor's degree in Business, Finance, Economics, or related field
- 3-5 years of experience in governance, fiduciary oversight, program management, finance, or business management
- Agile team player with demonstrated ability to manage multiple priorities concurrently and meet tight deadlines with cross-functional senior stakeholders
- Proactive, accountable, organized, and detail-oriented
- Enthusiastic and self-motivated with the ability to work independently and take initiative in a dynamic environment with limited supervision
- Excellent written and verbal communication skills, including the ability to prepare and present clear and concise slide decks, meeting materials, minutes, and other documentation
- Prior experience creating high-quality, executive-level presentations with strong attention to detail and design excellence
- Ability to quickly adjust messages based on different audiences and agendas
- Strong analytical and problem-solving skills – particularly to identify risks, improve processes, and develop innovative solutions
- Experience building and maintaining relationships with diverse stakeholder groups and driving collaborative outcomes
- Intermediate to advanced proficiency in Microsoft Office Suite, particularly PowerPoint and Excel. Data and analytical experience (pivot tables, vlookup, etc.) required. Experience with automation tools (e.g., Python) and data visualization (e.g., Tableau) preferred
- Knowledge of investment products, investment management, or governance frameworks preferred
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
- Bachelor’s degree in Business, Finance, Economics, or a related field
- 3–5 years of experience in governance, fiduciary oversight, program management, finance, or business management
- Ability to manage multiple priorities and meet tight deadlines with senior cross-functional stakeholders
- Excellent written and verbal communication skills
- Experience preparing and presenting executive-level presentations, slide decks, meeting materials, minutes, and documentation
- Strong analytical and problem-solving skills, including risk identification and process improvement
- Experience building relationships with diverse stakeholder groups and driving collaboration
- Intermediate to advanced proficiency in Microsoft Office Suite, particularly PowerPoint and Excel
- Data analysis experience, including pivot tables and VLOOKUP
- Experience with automation tools such as Python
- Experience with data visualization tools such as Tableau
- Knowledge of investment products, investment management, or governance frameworks
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 — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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.
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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