Prioritize and respond to a large volume of in-bound inquiries from advisors seeking connectivity to JPMC’s lines of business on behalf of clients’ business needs
Engage with advisors to profile the opportunity (e.g. size of business, nature of services needed, etc.) in order to best direct the opportunity within the firm; develop feedback loop to track outcomes
Create and maintain activity trackers used to develop monthly metrics reports and performance dashboards
Partner with Data, Strategy and Market Leadership program teams to facilitate cross line of business engagement and to report activity as part of firmwide initiatives
Develop and maintain internal reference materials, presentations and training programs to promote awareness of cross line of business resources (e.g. intranet, advisor resource guide, business updates, internal council meetings, etc.)
Understand and communicate the organizational structure and capabilities of JPMC lines of business and corporate functions
Ensure regular dialogue and engagement between key stakeholders of cross line of business partners and JPMA leaders
Required qualifications, capabilities, and skills:
Bachelor’s degree
At least 3 years of experience in financial services, banking or wealth management
Proven ability to develop relationships with internal and external stakeholders and effectively execute initiatives
Experience in simultaneously manage multiple projects with strong attention to detail
Proficiency in Microsoft Word, Excel and PowerPoint (PitchPro)