JPMorgan Part Time Hours Associate Banker Champaign Downtown Branch IL 

United States, Illinois, Champaign 

941028467

Job Responsibilities

• Assist with the preparation and distribution of team communications and presentations, both internal and external
• Collect and consolidate data to assess the effectiveness and opportunities for the team in various markets
• Manage strategic and tactical business management initiatives with an eye towards client, firm, advisor and business impact
• Identify scalable projects and develop solutions to bring the team’s wealth planning expertise and advice to a broader audience (i.e., the entire advisor field)
• Act as liaison between our group and other internal partners (practice management, communications, product teams, Salesforce/Advisor Central data teams, etc.) to help drive new initiatives and promote our business with the field
• Collaborate with Wealth Management Divisional and Market Leads to develop strategies for identifying and addressing underutilized markets for greater client engagement
• Provide administrative assistance to the WPA West Divisional and Market Leads, including scheduling meetings, managing calendar and travel, and preparing reports.

Required qualifications, capabilities, and skills

• Two years of experience in Financial Services, in a Wealth Management related field
• An interest in holistic wealth management and financial/ estate planning
• Ability to handle numerous projects and deliverables at once and successfully prioritize their workload