J.P. Morgan Wealth Management - Family Wealth Services Analyst

Job Description

We are seeking a dynamic and motivated Family Wealth Services Analyst to join our Family Wealth Services team at JPMorgan Advisors.

Family Wealth Services offers a comprehensive suite of solutions tailored to assist ultra-high-net-worth families in navigating the complexities of family wealth, addressing client needs in areas such as family dynamics and governance, philanthropy, lifestyle, and family office services.

The Family Wealth Services Analyst will play a key role in supporting our Family Lifestyle offering and also provide backup support for the JPMA Cross Line of Business Partnership Group.

The Family Lifestyle offering, part of Family Wealth Services, is a curated selection of in-house and third-party providers in a variety of lifestyle categories (e.g.

cybersecurity, healthcare advisory, private aviation, education advisory, bill pay services, staffing, luxury travel, art & collectibles advisory and more to come) that can be introduced to clients.

The JPMA Cross Line of Business Partnership Group fosters collaboration across various business lines.

The team works with partners across JPMC (e.g.

Corporate and Investment Bank, Commercial Banking, Business Banking, etc.) to facilitate the flow of opportunities between JPMA and other parts the broader firm.

The Family Wealth Services Analyst will engage regularly with both in-house and third-party lifestyle service providers, JPMA and CWM Financial Advisors, internal JPMA partner resources (e.g.

Legal, Marketing, Finance, etc.) and partners in other JPMC lines of business.

The Family Wealth Services Analyst will also collaborate with other members of the Family Wealth Services team on special projects, including internal and client events.

Job Responsibilities:


* Efficiently manage and prioritize a high volume of client inquiries for Family Lifestyle services


* Develop and maintain trackers used to report metrics on program activity and ensure responses are delivered in accordance with governing policies and procedures


* Coordinate and facilitate introductory calls between advisors, clients, and lifestyle providers and ensure follow-ups tasks are completed


* Develop and update internal reference material for advisors and client-facing content, including intranet content and newsletters


* Partner with regional JPMA and CWM teams to educate advisors on our lifestyle services


* Oversee tasks to ensure compliance with Legal, Risk, Compliance and Control (LRCC) requirements including maintaining updated policies and procedures


* Prepare supporting materials for audit requests


* Contribute to the development of client event strategies including content creation, event logistics, LRCC approvals, internal communications


* Act as the Family Lifestyle/Cross LOB Partnership team project manager, organizing meetings, setting agendas, taking meeting notes and managing project deliverables

Required Qualifications, Capabilities, Skil...