JPMorgan Wealth Management - Associate Self-Directed Investing Digital Strategy

JPMorgan Wealth Management (JPMWM) sits within Consumer & Community Banking (CCB) and is focused on helping investors achieve their financial goals.

There are four major channels: Chase Wealth Management, JPMorgan Advisors, JPMorgan Self Directed Investing, our digital investing platform, and JPMorgan Personal Advisors, our newly built remote advice channel.

The business operates in a highly dynamic environment given the rapid evolution of online trading, client expectations, regulatory changes and tight partnership with other CCB businesses.

As an Associate, you will establish and maintain the cadence for Growth Strategy and the Strategic Development Initiative (SDI) senior leadership team, ensuring focused discussions, real-time decision making, and clear communication of priorities.

You will leverage your business management and strategic mindset to help shape and articulate SDI's growth strategy and major projects, ensuring consistent and clear messaging to senior leadership.

In this role, you will collaborate across non-product/product teams and partner across the business with Marketing, Legal, Risk, etc.

to support business objectives, track and report on key milestones and assist in strategic initiatives where necessary.

You will also work with Finance and Human Resources (HR) to support headcount planning, budgeting and resource allocation - ensuring SDI is well positioned for sustainable growth.

This is an opportunity to work closely with senior SDI and JPMWM leaders, influence decision-making, and contribute to the ongoing success of JPMorgan (JPM) SDI and JPMWM.

Job responsibilities



* Prepare and facilitate high-impact team meetings, including Townhalls, Offsites, Business Unit Reviews, etc.


* Build and maintain strong relationships across business and functional support teams


* Drive leadership team agendas, priorities, meetings, and follow-ups


* Develop executive-level business review materials and messaging


* Lead process improvement and innovation initiatives


* Coordinate recruitment activities with HR partners


* Evaluate and enhance department processes, systems, and infrastructure


* Support business leaders with presentations and day-to-day issue resolution (e.g., track milestones for strategic initiatives, maintain trackers, drive follow-ups)


* Contribute to projects on behalf of JPMorgan Self-Directed Investing and Growth Strategy teams (e.g., competitor research, analysis, scheduling, stakeholder comms, etc.)


* Ensure a sound control environment and effective risk management


* Manage day-to-day operations of chief of staff responsibilities

Required qualifications, capabilities, and skills



* 2+ years of experience in strategy consulting, corporate strategy, business operations, or chief of staff roles


* Outstanding communication and storytelling skills, including advanced PowerPoint and Excel skills - you can create compelling, eye-catching presentations...