This is an excited opportunity for a senior professional to make a difference in the work place and grow their career with JPMorgan Chase!

As A Business Management Associate in the the Wealth Management National Field Finance Analytics team, you will support the Chase Wealth Management CEO, Home Office and Field leadership teams, and a field organization of over 5,000 advisors with data driven insights and recommendations that support our strategic objectives of scale and productivity. You will partner across JPMorgan Wealth Management and the broader Consumer & Community Banking organization to analyze, interpret, and present recommendations that turn analysis into action and measurable results.

Job Responsibilities

• Diagnose performance at the firm-, advisor-, and client-level to identify drivers and opportunities that advance strategic objectives of scale and productivity
• Provide executive‑ready insights on advisor staffing, field management structure, and coverage model productivity and profitability to guide investment decisions
• Translate complex financial and behavioral data into concise narratives and recommendations for the CEO, Home Office, and Field Leadership
• Design and assess experiments and pilots (e.g., A/B tests, regional rollouts, holdouts) to measure the impact of initiatives on business outcomes
• Build and evolve performance frameworks and dashboards that emphasize decision‑useful KPIs and OKRs
• Conduct ad‑hoc and scenario analyses for high‑priority financial and strategic questions, and be comfortable managing ambiguity and short turnaround times
• Prepare executive‑level materials and present insights and recommendations in leadership forums across senior management and Field Leadership.
• Coordinate with offshore partners to improve weekly analytics deliverables and business reviews, focusing on insights, outcomes

Required Qualifications, capabilities and skills

• 6+ years of relevant Financial Services experience with an analytics background
• Bachelor’s degree in a relevant field of study
• Expert knowledge of Microsoft PowerPoint and Excel; ability to turn quantitative analysis into clear executive materials and narratives
• Outstanding written and verbal communication; able to tailor to Field, Finance, and Executive Management; strong interpersonal and presentation skills
• Highly motivated self‑starter with strong work ethic; thrives in fast‑paced, results‑oriented environments; able to multi‑task and learn quickly under pressure
• Excellent analytical, critical‑thinking, and problem‑solving skills; proven ability to conduct rigorous analysis and produce decision‑ready insights and, where needed, reporting

Preferred Qualifications, capabilities and skills

• Advanced analytics: strong SQL; Python or R preferred for data wrangling, modeling, and automation; experience with experiment design (A/B testing, holdouts), causal inference (difference‑in‑differences, propensity scores), forecasting and time‑series, segmentation and clustering, LTV and propensity modeling, funnel and conversion analytics
• Visualization and BI: Tableau preferred; Power BI a plus; ability to design decision‑useful dashboards and executive views. Strong knowledge of Access remains a plus
• Experience in Wealth Management and familiarity with advisor coverage models and field organizations
• Background in Financial Analysis, Business Management, or Data Analytics, with demonstrated impact on sales productivity and client growth
• Measurement and governance: comfort with KPI/OKR design, test‑and‑learn frameworks, and partnership with Data & Analytics and control teams

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