JPMorganChase · 2 hours ago
J.P. Morgan Wealth Management - Associate, Affluent Strategy & Cross-Channel Referrals
New York, NY
Full-time
Onsite
Entry Level
2+ years expJPMorganChase is a leading financial services firm helping clients achieve their financial goals. The Associate in Wealth Management will manage initiatives to deepen relationships with affluent clients and support the Chase Wealth Management team by developing a comprehensive understanding of Wealth Management distribution channels.
Asset ManagementBankingFinancial Services
Responsibilities
Ensure the affluent strategy is aligned to JPMorgan Wealth Management’s business priorities and client needs
Design and implement a scalable referral operating model between J.P. Morgan Private Client and J.P. Morgan Wealth Management as Private Client scales nationwide
Create field-facing resources (Playbooks, FAQs, Training materials) that clearly articulate the value proposition of J.P. Morgan Private Client for affluent clients
Lead initiatives that strengthen day‑to‑day partnerships between advisors and client‑facing partners (Relationship Managers, Private Client Bankers, Wealth Planners) by clarifying roles and responsibilities
Regularly engage with field leadership across CWM’s ~200 markets to incorporate feedback to continuously improve programs as we scale
Balance the priorities and business objectives of both the Private Client business and the Wealth Management businesses
Identify risks and escalate issues quickly and appropriately, helping to resolve with a solution-focused mindset
Build and manage success metrics reporting, coordinating performance updates for key stakeholders, and recommending opportunities for improvement
Build trust and rapport through all interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives
Qualification
Required
2+ year of experience in financial services or related field
Strong written and verbal communication skills; ability to translate complex topics succinctly and tailor communications for different audiences
Self-motivated with track record of high achievement; committed to continuous learning and professional development; strong work ethic
Leadership and relationship-building skills required to work with functional partners, the field salesforce and subject matter experts
Critical thinking skills and capacity to quickly learn and develop new strategic frameworks in a complicated and highly regulated environment
Excellent collaboration and stakeholder management; adept at navigating complexity and achieving goals without direct control over resources
Ability to influence project teams and produce clear, well-designed, engaging field-facing tools and training; able to adjust style and content for audiences from executives to client-facing employees
Sound judgement; detail-oriented and highly organized; strong prioritization skills with ability to adapt to ever-changing business environment
Preferred
Experience in Wealth Management is a plus
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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