U.S. Private Bank - Diverse Wealth Strategies Associate - Senior Associate

JPMorgan Chase • Tempe, AZ • 4h ago

We are actively looking for an exceptionally talented individual who is collaborative, confident and motivated to provide a first-class experience to advisors, leadership and clients within J.P. Morgan's U.S. Private Bank. The Diverse Wealth Strategies (DWS) Associate will partner with the Head of Diverse Wealth Strategies to support various DWS verticals in strategy execution, tool implementation, and reporting thereby driving client acquisition and engagement. This individual will have a unique blend of interpersonal and analytical skills. Additionally, this individual will efficiently leverage both quantitative and qualitative resources to support business development and strategy execution. They will help drive key projects forward, executing and owning detailed analyses and developing comprehensive presentations related to strategic planning, business improvement and optimization, and other internal consulting initiatives.

As a Diverse Wealth Strategies (DWS) Associate, you are responsible for collaborating closely with the team and advisors across the country to create and streamline processes, collect data, and support the various wealth strategies. You can expect to work extensively with other internal stakeholders, senior leadership, and interface with clients. You are expected to craft presentations to senior leadership and have many opportunities for senior management interaction.

Job Responsibilities

Quickly synthesize and interpret data; help devise creative approaches, frameworks, and insights to address key strategic, process, or organizational changes (current and future states)

Collect and maintain internal and external resources and documentation on collaboration sites such as SharePoint

Participate in collaborative initiatives with team members and partners, looking for ways to continually simplify, improve, and add value to existing business processes

Communicate effectively with key business partners to understand projects and drive next steps

Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques

Create presentations with ability to recognize and address stakeholder motivations and concerns for senior leadership presentations, reports, and dashboards

Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis

Develop strong trusted advisor relationships with key stakeholders

Required Qualifications, Capabilities, and Skills

Bachelor's Degree or equivalent years of relevant work experience

Project management experience

Proficient in Microsoft Suite (Word, Excel, PowerPoint)

Strong attention to detail and organization skills

Excellent communication and interpersonal skills

Strong presentation and analytical skills

Preferred Qualifications, Capabilities, and Skills

Self-motivated, tenacious and able to work with high degree of independence

Strong time management and prioritization skills

Well-versed in strategy development or previous experience with consulting firm

Experienced in developing executive level reports, presentations, and documentation

Financial services background, preferred experience with Wealth Management

JPMorganChase, 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. 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.

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