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JPMorgan JP Morgan Wealth Management Banking- Senior Associate 
United States, New York, New York 
226750086

08.04.2025

Job Responsibilities:

  • Work closely alongside Head of WM Banking on strategic growth initiatives, including research, data analysis, strategy presentations, feedback and follow-up
  • Manage WM Banking roadmap in partnership with leadership team; assessing progress on goals and identifying delays and milestone achievements
  • Provide general support on key product and sales initiatives, including but not limited to process development, project planning and management, and communications development
  • Evaluate and improve upon various manual processes managed by the Banking team
  • Work closely with Finance lead to develop and track key performance metrics for sales verticals
  • Work closely with Marketing lead on the timely distribution and cadence of marketing materials
  • Liaise across the firm as appropriate, establishing and maintaining partnerships with product, technology, marketing, legal, risk, compliance, finance, and operations

Required qualifications, skills, and capabilities:

  • Bachelor’s degree required
  • A minimum of 3 years of financial services experience
  • Strong analytical skills, including financial analysis
  • Strong communication skills and ability to translate and synopsize data for decision-making
  • Advanced Microsoft Office skills including Excel and Powerpoint
  • Advanced project management, problem-solving and time management skills. Ability to perform well in a deadline-driven, fast-paced environment. Organizational skills imperative.
  • Interpersonal skills including ability to cultivate and build strong relationships with colleagues at all levels
  • Ability to actively work within a team environment while driving accountability for personal goals
  • Independent, personable, proactive learner and listener