Wealth Management Technology Business Management - Associate

JobID: 210654309

Category: Business Management

JobSchedule: Full time

Posted Date: 2025-10-30T14:05:25+00:00

JobShift:

Base Pay/Salary: New York,NY $104,500.00-$145,000.00

Are you someone who has a penchant for story-telling, being a trusted advisor and being organized with excellent time management skills? Do you enjoy building relationships, working with data, managing projects, solving problems and driving results in a fast-paced environment where collaboration & strategic thinking are the norm? If so, you have found the right role!

As a Business Management Associate in the JPMorgan Wealth Management's (JPMWM) Technology, you will be part of the broader JPMWM Product, Experience & Technology (PXT) team where you will gain an understanding of Wealth Management's strategic priorities and technology investment processes and execution, help manage and communicate with WM Technology leadership and broader Consumer & Community Banking Technology organization, and help execute key priorities and streamline processes. Your role is dynamic and varies according to the priorities of different lines of business. You will be at the forefront of this ever changing environment, and instrumental in optimizing technology and business performance. You will work in partnership with key stakeholders from Business, Finance, Product, Data, and Design.

Job responsibilities

• Support the Technology Business Manager in driving strategic analyses/initiatives, preparing for key meetings, reviewing materials from multiple partners, and coordinating all aspects of the platform ranging from priorities to day-to-day issues/activities
• Support preparation for business unit reviews and other key meetings
• Support daily inquiries, integrate content and partner with function aligned business managers to drive effective and timely internal communications, including for offsites, periodic (weekly/monthly/quarterly) leadership update, and others
• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Communicate effectively with key business partners and internal stakeholders on the progress of the portfolio
• Project manage and deliver key work streams and tasks
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions

Required qualifications, capabilities, and skills

• Bachelor's degree
• 2+ years of relevant experience in project management, communications, operations and/or strategic planning
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders; attention to detail is a must
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Strong time management and prioritization skills
• Be flexible and open to work on ad-hoc initiatives as they arise

Preferred qualifications, capabilities, and skills

• Background in Wealth Management a plus
• Prior experience within the Technology space
• Experience with Jira nice to have

Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.