JOB DESCRIPTION
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
As a ConnectWealth Platform Specialist, you will act as the subject matter expert, delivering the value proposition of our innovative Unified Managed Account platform. This platform represents over $640 billion in AUM across 900k accounts. Your responsibilities will include launching new capabilities to the salesforce, enhancing Advisor productivity through the platform's features and capabilities, and promoting adoption and proficiency of the new digital platform toolkit through effective practice management strategies. You will be a key player in the high-profile Connect Wealth Program, which spans multiple lines of business and functions. The program's goal is to revolutionize the operating model for managed accounts and implement an intuitive technology platform that supports complex unified managed account strategies. This role is a top priority within our transformative program and has strong senior leadership support.
Job Responsibilities:
- Lead training initiatives 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
- Be a 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
- 10 years of prior experience in financial services industry in Managed Accounts, wealth management or investments organizations
- Advanced knowledge of managed investment products and/or investment advisory business
- Prior experience creating and delivering high quality presentations used for executive level management communication and broad forums
- 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, Senior Management, 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
- Independent decision-making ability
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
ABOUT US
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
