JPMorganChase · 4 hours ago
J.P. Morgan Wealth Management – Business Practices Specialist
Columbus, OH
Full-time
Onsite
Entry, Mid Level
2+ years expJ.P. Morgan Wealth Management is dedicated to ensuring systems, processes, and policies work seamlessly to support their financial advisor population. The Business Practices Specialist will identify, investigate, and resolve potential sales practice challenges, collaborating with cross-functional partners to contribute to the integrity and success of the advisor community.
Asset ManagementBankingFinancial 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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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