J.P. Morgan US Wealth Management / Digital & Client Solutions
Retirement Solutions Product Associate
The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
The Client Solutions team, reporting to the U.S. Wealth Management CEO, develops industry-leading solutions that enable wealth management clients to live their lives with financial confidence through connected experiences. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of product and solutions, including online brokerage and advice, digital solutions, lending and retirement products and best-in-class experiences for all clients. Our strategy is to create solutions that deepen client engagement, increase scale and profitability, attract new clients and drive productivity.
The Retirement Product Associate will provide critical day-to-day support in managing key strategic initiatives in the (RS) organization. The Analyst will take an active role in Retirement Marketing/Communications and Retirement Investment work-streams. The Analyst will gain a general understanding of Project Management principles by getting a clear understanding the project objective, identifying and working towards milestones, partnering with stakeholders, and identifying risks, issues, and dependencies.
Support retirement marketing and communications function - manage bi-weekly meetings, generate agendas, manage follow ups and keep marketing / communications calendars up to date. Work with Marketing and Communications Teams.
Support use of third party marketing materials from fund/investment providers. Work with the WM Product Support team to identify appropriate material, support the review of materials for usability, and work through the approval process.
Create AdTrax entries and monitor approval status for internal and external generated materials.
Support retirement investment function - help manage meetings, including follow ups, investment
Create decks and assist with ad hoc meeting presentations.
Become the team "forum expert" and forum administrator
"Know Your Records" team administrator
Assist retirement team where needed - including pilot/program expansion tasks, back up on Employee Feedback submissions, ad hoc analyses and research projects, and general team support
Ability to multi-task and work well under competing deadlines and priorities
Strong written and verbal communication skills
Strong attention to detail
Self-starter with ability to work independently
Minimum bachelor's degree
Excellent PowerPoint and MS Excel skills , skills of the future helpful (tableau alteryx)Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
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