Chase · 19 hours ago
J.P. Morgan Wealth Management – Business Practices Specialist
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Entry, Mid Level
2+ years expChase is a leading financial services firm, and they are seeking a Business Practices Specialist for their Wealth Management division. This role involves identifying, investigating, and resolving potential sales practice challenges while collaborating with cross-functional partners to enhance processes and support financial advisors.
BankingFinancial Services
Responsibilities
Issue Discovery and Investigation: Actively listen and vet potential issues by conducting interviews and check-ins with Supervisory Managers and Field workforce, reviewing scorecards, compensation changes, and industry updates
Risk Analysis: Collaborate with stakeholders to perform end-to-end analysis of business risks and controls, helping to identify gaps, weaknesses, and root causes
Timely Escalation: Identify and escalate issues with urgency, partnering with the business to ensure prompt and effective remediation
Record Keeping: Maintain detailed records of requests, resolutions, and follow-up actions, adhering to established processes and controls
Team Collaboration: Work closely with team members and cross-functional partners to address complex issues and deliver seamless support
Process Improvement: Identify opportunities for process enhancements and contribute to the development of best practices for business practice management
Project Support: Participate in special projects and initiatives aimed at improving advisor experience and operational efficiency
Reporting: Assist in preparing summaries and recommendations for senior leadership, ensuring transparency and informed decision-making
Qualification
Required
Bachelor's Degree in Finance, Business, Economics, or a related field
A minimum of 2 years of experience in financial services, client support, operations, or a related function
Exceptional attention to detail and commitment to delivering high-quality work
Strong written and verbal communication skills; ability to explain complex information clearly and professionally
Risk-oriented mindset with a passion for helping others and resolving issues
Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment
Collaborative team player with strong interpersonal skills and discretion handling confidential information
Preferred
Experience with sales practices or working in a wealth management environment
Proficiency in Excel and experience with inquiry tracking or case management systems
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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