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US Wealth Management - Platform Experience Associate - New York, Plano, Columbus, Chicago, Irvine at JPMorgan Chase Bank, N.A.

Posted in General Business 3 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Irvine, California

Job Description:

JPMorgan Chase & Co . Is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

The US Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

The vision for the business is to be the most recommended financial services partner. The goal is to manage 1T in invested assets by 2025.

The Advisor & Service Platform Tools team is a newly created team focused on transforming the technology capabilities that Wealth Management Advisors & Service professionals use to engage with clients and prospective clients. Our team seeks to deliver a robust and reliable platform, integrated with tools and features designed to enable easy, efficient and personalized experiences for clients at scale. To understand and drive the vision of our technology, we partner closely with various organizations across the firm. The Business Excellence / Platform Strategy & Adoption Team is charged with maintaining these partnerships to ensure strategic alignment of development, implementation and adoption.

Business Excellence / Platform Strategy & Adoption Team Overview:

The team is responsible for:

• Partnering across the US Wealth Management (USWM) business with hierarchical key stakeholders & product cabinets to establish, align and provide transparency into the vision for how to create & deliver best in class client and employee experiences

• Organizing, conducting, and analyzing advisor/service professionals' needs across various lines of business to help our product owners transform, prioritize, and deliver a better product, feature, or workflow

• Developing & executing flawlessly the strategy for platform implementation, adoption and governance across products & lines of business, in alignment with controls & procedures

• Building & maintaining a framework to systematically collect & analyze post implementation feedback, reporting and performance

• Continuously analyzing our operations, features, products & workflows to identify and recommend changes to optimize our business

• Effectively communicating the platform & broader team's long term vision, short term objectives/strategy and progress to various levels of stakeholders across the organization

• Performing and sharing competitive & industry analysis with product partners and key stakeholders to drive strategy

• Coordinating, developing and updating written policies and procedures over advisor activities

Key Responsibilities:

• Engage with Product Teams and end users to ensure accuracy of product requirements, user stories, and operating model design

• Partner with Client & Advisor Service team end users to receive and document feedback on requested enhancements, defects, and new release deliveries to ensure quality of delivery / user satisfaction

• Document & report on feedback from power users that will serve as a "proof of concept" group aimed at validating product functionality prior to any pilot / general audience release

• Partner with the practice management team to help educate and articulate functionality releases on an ongoing basis to ensure proper adoption of new toolsets

• Partner with and support product teams through development and business readiness functions including but not limited to: Field Readiness, Change Management, Field Implementation Managers, Business Readiness Legal/Compliance/Risk/Controls reviews to ensure timely and seamless delivery

• Partner within the Business Excellence team to ensure proper roadmap prioritization and communication to Field Leaders, End Users, and Executive Stakeholders is accomplished

• Partner with product teams and end users in sessions where troubleshooting is needed to obtain further details to understand defects


  • BS/BA degree - Accounting, Finance, or Business preferred or equivalent military experience
  • 3+ years of experience in financial services with the focus on client service, advisors, operations, project management or support
  • Advanced MS Office skills - Excel, Word, PowerPoint
  • Excellent analytical skills with close attention to detail
  • Ability to communicate clearly and confidently; able to translate data into visual presentations
  • Strong analytical and time management skills
  • Excellent verbal and written communication skills and the ability to interact professionally with key stakeholders
  • Ability to provide clear vision and documentation for project partners, including use cases, product requirements, timelines and user stories
  • Relevant hands-on business and technical background preferred
  • Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
  • Ability to directly address conflicts and escalate issues where appropriate
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 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