About The Team:

The J.P. Morgan Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of solutions for every client. The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience. The Practice Management and Advisor Development team supports both leaders and advisors in the branch and in the centralized advisor centers. This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business. Our goal is to help advisors successfully engage with clients.

The Advisor Development Team supports the development of branch based advisors through a national new hire framework. Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment and milestone completion.

The Role:

The Program Specialist is responsible for supporting the overall program operations of the Advisor Growth Program. The Program Specialist will assist in the execution of national training by ensuring participants progress through the framework with a consistent experience. This role will also partner closely with multiple members of the team expanding from field execution to program coordination.

Core Responsibilities:

• Partner closely with onboarding and field leadership to prepare participants for the new hire framework
• Execute daily/weekly/monthly routines through calendar management, participant/stakeholder communications and reporting
• Address incoming stakeholder and participant inquiries regarding program operations and experience
• Create and maintain monthly schedule of milestone activities and deliverables
• Monitor participant progress through monthly milestones, learning sessions and communicate completion of required activities
• Execute participant and stakeholder scorecards
• Manage participant progress within the program
• Support overall program operations and initiatives
• Optimize existing processes to enhance efficiency

Qualifications:

• 3-5 years broad business experience, preferably in the wealth management industry
• 1+ years of experience in program, product or project management experience preferred
• Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
• Advanced knowledge in Alteryx and Tableau
• Ability to multi-task and adapt to changing priorities
• Exceptional attention to detail
• Ability to identify opportunities and implement solutions based on program priorities
• Proven leadership experience and ability to effectively partner with others
• Exceptional written skills and strong executive communications experience

Education:

• Bachelor’s degree, preferred

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 for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans