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JPMorgan JP Morgan Wealth Management- Associate Strategy Execution 
United States, Arizona, Tempe 
455622528

10.08.2024

Job Responsibilities

  • Drive the translation of the client and advisor experience strategy into tangible solutions
  • Define detailed processes, organizational structure, operating models and relevant roles and responsibilities
  • Support and manage end-to-end implementation of strategic initiatives
  • Guide and influence key stakeholders towards strategic decision-making
  • Organize related in-flight programs that cross-impact are dependent on your assigned work stream, project, or program
  • Identify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)

Required qualifications, capabilities, and skills:

  • 3+ years of experience in a financial services project management role
  • Bachelor’s degree
  • Create and deliver compelling presentations for senior leadership showcasing advanced PowerPoint and Excel skills
  • Strong storytelling and presentation skills (written and verbal)
  • Strength in project management, problem resolution, effective communication, product knowledge, and marketing
  • Flexibility and the ability to quickly adapt within a dynamic environment
  • Analyze and prioritize alternative solutions to drive results
  • Team orientation, high energy level, positive thinker

Preferred qualifications, capabilities, and skills:

  • Project management experience preferably in wealth management and financial planning
  • Experience in strategic consulting or process improvement
  • Demonstrated experience leading large, complex projects (planning, designing, documenting, communicating)
  • Familiarity with end-to-end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)