J.P. Morgan Wealth Management- Senior Associate, CWM Business Program Manag at JPMC Candidate Experience page

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jun, 26

Salary

134400.0

Posted On

21 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Program Management, Cross-functional Coordination, Data Analysis, Stakeholder Management, Requirement Gathering, Timeline Management, Risk Management, Change Management, Process Mapping, Executive Communication, Excel, PowerPoint, Analytical Skills, Detail-Oriented, Problem Solving

Industry

Financial Services

Description

J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering). As an Associate on the CWM Business Project Management Team, you will support strategic initiatives that drive business growth and enhance client and advisor experiences within Chase Wealth Management. You will partner with product, technology, legal, risk, and field teams to coordinate workstreams, analyze data, and help execute solutions that deliver measurable impact. Job Responsibilities * Support planning and delivery of cross‑functional initiatives from discovery through rollout under the guidance of senior team members. * Own defined workstreams and maintain core project artifacts, including plans, timelines, decision registers, and action trackers. * Coordinate with product, technology, legal, risk, and field partners to gather requirements and align on scope, dependencies, and timelines. * Facilitate meetings and forums; document decisions, capture minutes, and drive follow‑ups to maintain momentum. * Conduct analyses on client/advisor impacts, operational processes, and benefits/costs to inform recommendations. * Build executive‑ready materials (decks, briefs, status reports) and maintain dashboards and KPIs to track outcomes. * Support pilots and implementations, including change management, training materials, and feedback loops. * Synthesize frontline and field insights to inform design, rollout, and continuous improvement. * Identify, log, and track risks/issues; proactively escalate with proposed mitigations and owners. * Contribute to playbooks, process maps, and standard operating procedures to improve execution consistency. * Independently drive small to medium‑sized initiatives as capabilities grow, delivering measurable outcomes. Required qualifications, capabilities, and skills * 3+ years of experience in financial services, consulting, or a project/program management function. * Demonstrated experience coordinating cross‑functional projects in a fast‑paced environment with multiple stakeholders. * Strong analytical skills with the ability to break down complex processes and translate insights into clear actions; proficiency in Excel and PowerPoint. * Excellent written and verbal communication skills; ability to create concise, executive‑ready materials. * Highly organized, detail‑oriented, and accountable, with the ability to manage multiple priorities and meet deadlines. * Collaborative mindset with strong interpersonal skills and the ability to work effectively at all levels of the organization. * Adaptable and comfortable with change; solution‑focused approach to problem solving. Preferred qualifications * Exposure to corporate strategy, product, or PMO environments. * Familiarity with Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models and metrics. * Foundational knowledge of risk and controls and working with Legal/Risk/Compliance partners. Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Responsibilities

The role involves supporting the planning and delivery of cross-functional strategic initiatives from discovery through rollout, while owning defined workstreams and maintaining core project artifacts like plans and trackers. Responsibilities also include coordinating with various partners to gather requirements, facilitating meetings, conducting impact analyses, and building executive-ready materials.