Posted in General Business 13 days ago.
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Location: New York, New York
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $3.2 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 U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and 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 Field Finance & Performance Management team supports the Chase Wealth Management CEO, the Chase Wealth Management field leadership team as well as the field organization of ~4,000 advisors. The Field Performance Management team will be a small team based in New York and Bengaluru focused on providing insights, ad-hoc analysis and reporting on advisor productivity, profitability of different advisor coverage models and optimization of field capacity. The Field Performance Management Associate will work closely with other USWM functions to develop a process to monitor, track and assess advisor productivity which will include providing frequent reporting and key insights to various stakeholders. In addition, will assist in the development of strategies and reporting designed to enhance advisor productivity based on data, analysis and insights.
Must be able to interpret financial information and translate into reporting that provides clear narrative to a field organization as well as to senior 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