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JPMorgan Wealth Management Client Service & Platforms - Training & Talent Development Facilitator at JPMorgan Chase Bank, N.A.

Posted in General Business 4 days ago.

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Type: Full-Time
Location: Westerville, Ohio

Job Description:

This position is responsible for the implementation and performance support of JPMorgan Wealth Management Client Service learning initiatives as it relates to the service centers. This position provides performance and new skill learning support through facilitation of instructional learning programs, leading learners through the full extent of programs that vary from one-hour sessions to 7+ weeks in duration.


  • Lead facilitation and full implementation of new hire training, skill enhancement, and initiative-specific training programs
  • Facilitates and manages skill enhancement and initiative-specific training programs with audiences ranging from individual contributors to managers
  • Create an engaging, effective, participant- focused learning environment and experience for all facilitated instructional programs in a variety of instructional methods and media including in person, virtual and telepresence or Zoom
  • Coordinate training sessions with internal business partners, includes details such as location, logistics, set-up, and materials
  • Coordinate logistics of pre and post training implementation - Scheduling, room reservation, outlook invitations, roster management
  • Support onboarding experience of new joiners
  • Coordinate and support on the job training or development center experience

Skills/Qualifications Required

  • Series 7 License
  • Series 63 License
  • Demonstrates excellent facilitation, oral and written communication skills
  • Demonstrate strong understanding and implementation of adult learning theory and practice
  • Strong Securities Industry knowledge
  • Strong Microsoft Office skills - Word, Excel, Access, PowerPoint
  • Strong organizational skills
  • Experience in Client service and sales and or financial advice
  • Strong Microsoft Office skills - Word, Excel, Access, PowerPoint
  • Ability to work independently and manage multiple priorities and responsibilities
  • Some travel required
  • Previous JPMorgan Wealth Management Operations Service Center experience preferred
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans