J.P. Morgan Wealth Management - Expense Finance Senior Associate

Help shape how a premier wealth management business invests, grows, and performs.

In this role, you will turn complex expense and headcount dynamics into clear insights leaders can act on, quickly and confidently.

You will sit at the center of forecasting, reporting, and performance management, partnering closely with Finance, Functional Chief Financial Officer teams, and business leadership.

You will also help modernize core processes through transformation and automation, including artificial intelligence-enabled tools.

Job Summary

As a/an Senior Associate in J.P.

Morgan Wealth Management Finance, you will partner with Finance and business leaders to deliver forecasting, reporting, and performance management that informs decisions and strengthens accountability.

You will own core expense processes across forecasting, month-end close, budgeting, and stress testing, and you will help leaders understand what is driving results and what actions matter most.

You will join a business that includes Chase Wealth Management, J.P.

Morgan Advisors, and Self-Directed Investing, with over $1 trillion in assets under supervision and approximately 6,300 advisors across 5,000 United States branches and select offices.

Job Responsibilities


* Partner with Finance, Functional Chief Financial Officer teams, and business leadership to deliver forecasting, reporting, and performance management.


* Own core expense processes, including forecasting, month-end close, budgeting, and stress testing deliverables.


* Lead centralized headcount forecasting across J.P.

Morgan Wealth Management and ensure alignment to business plans and constraints.


* Deliver monthly financial reviews that clarify drivers of performance, key variances, and decision points for leaders.


* Strengthen non-compensation expense reporting by coordinating closely with offshore colleagues and improving data quality and timeliness.


* Prepare executive-ready materials and narratives for senior stakeholders, balancing precision with clarity.


* Analyze variances versus forecast and budget, isolate root causes, and recommend corrective actions and trade-offs.


* Coordinate inputs across stakeholders to ensure a controlled, auditable forecasting and budgeting process with clear ownership.


* Support transformation efforts that streamline processes and improve productivity, including applying artificial intelligence-enabled tools where appropriate.


* Monitor key expense and headcount trends, identify emerging risks and opportunities, and escalate issues with practical mitigation options.


* Improve reporting processes and operating cadence by documenting procedures, standardizing outputs, and reducing manual effort.

Required qualifications, capabilities, and skills


* Two years of relevant finance experience supporting forecasting, reporting, budgeting, or performance management.


* Demonstrated experience with expense forecasting, headcount fo...