Asset Wealth Management Strategy

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Our Asset Management division provides individuals, advisors, and institutions with strategies and expertise across a full spectrum of asset classes through our global network of investment professionals. Our Wealth Management team helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.

About the Strategy Team

The Strategy team manages mission-critical projects that range from developing growth strategies and assessing new market opportunities to implementing organizational restructurings and operational efficiencies. Projects are typically team-based and involve close collaboration with senior executives.

Job Responsibilities

As an Asset Wealth Management Strategy Associate, you will play a pivotal role in propelling key projects. Your responsibilities will include:

• Strategic Development: Develop strategic priorities for the Asset & Wealth Management (AWM) line of business, serving as an objective thought partner to the C-Suite and other senior leaders.
• Collaboration: Work closely with teams across lines of business (LOBs) and functional areas, including data science, finance, product, and marketing.
• Analytical Structuring: Structure and build quantitative and qualitative analyses.
• Data Analysis: Analyze operational and financial data to inform decision-making.
• Research: Research and analyze the industry landscape to evaluate new opportunities and identify emerging trends.
• Executive Communications: Support the creation of CEO-level executive communications and presentations.

Required Qualifications, Capabilities, and Skills

• Experience: 3+ years in consulting with a top-tier management consulting firm, internal consulting, or corporate strategy team, or equivalent experience.
• Analytical Skills: Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions.
• Client Management: Strong client management and executive-level communication skills.
• Team Orientation: Open, collaborative, and team-oriented operating style.
• Education: BA/BS required.

Preferred Qualifications, Capabilities, and Skills

• Industry Knowledge: Financial services background, particularly in asset and wealth management, preferred but not mandatory.
• Data Application: Experience applying data analysis to solve business problems in a fast-moving environment.

About Us

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years, and we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

Compensation and Benefits

We offer a competitive total rewards package, including:

• Base Salary: Determined based on the role, experience, skill set, and location.
• Incentive Compensation: Discretionary incentive compensation for eligible roles based on firm performance and individual contributions.
• Health Benefits: Comprehensive health care coverage, on-site health and wellness centers, mental health support, and more.
• Retirement Plan: Retirement savings plan.
• Childcare: Backup childcare services.
• Tuition Reimbursement: Support for education.
• Financial Coaching: Guidance on financial matters.

Diversity and Inclusion

We recognize that our people are our strength and that 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. We do not discriminate based on any protected attribute and are committed to making reasonable accommodations for applicants' and employees' religious practices, beliefs, and disability needs.