JPMorgan Wealth Management Solutions Strategy Associate 

United States, New York, New York 

405565846

In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm.

In this position, you will play a pivotal role in advancing key projects. Your responsibilities will include conducting and managing detailed analyses, creating comprehensive presentations related to strategic planning, business enhancement, and optimization, and participating in various internal consulting initiatives. You will collaborate closely with senior team members, conducting analysis and research, and working extensively with colleagues across Asset and Wealth Management, including investment professionals, product owners, and functional teams. This role offers you the opportunity to formulate and present recommendations to senior leadership and engage in regular interactions with senior management.

Job Responsibilities:

• Perform competitive and market sizing analyses, including profiling competitors’ offerings / strategies and identifying factors driving growth or change in industry structure
• Identify and develop growth strategies based on identifying customer segments, buying behaviors, and customer value propositions
• Translate growth strategies into operational initiatives by modeling business decisions, determining cost structures / drivers, and assessing financial impacts
• Define operating models and address related organizational design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies
• Manage or facilitate inter-Line of Business or intra-Line of Business initiatives
• Drive development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites)
• Assess strategic rationale and drivers of value in potential mergers and acquisitions transactions

Required qualifications, capabilities and skills:

• 3+ years of experience in Strategy consulting with a top-tier management consulting firm, in internal consulting / on a corporate strategy team, in a front office financial services role (e.g., private banker, investment specialist, portfolio management, etc.), or experience working at a wealthtech or similar fintech company
• Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions
• Strong client management and executive-level communication skills
• Strong PowerPoint and Excel skills
• Open, collaborative, team-oriented operating style
• Bachelor's degree required
  

Preferred qualifications, capabilities and skills:

• Deep knowledge of financial services, especially wealth management and asset management
• Basic level understanding of Artificial Intelligence / Large Language Models