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JPMorganChase

JPMorganChase

via Talents By Vaia

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[Remote] J.P. Morgan Wealth Management- Senior Associate, Strategy and Business Operations

Anywhere
Full-time
Posted 1/5/2026
Verified Source
Key Skills:
Project Management
Strategic Planning
Operational Efficiency
Data Analysis
Executive Communication

Compensation

Salary Range

$70K - 120K a year

Responsibilities

Support strategic projects, prepare executive materials, facilitate cross-functional communication, and improve operational workflows.

Requirements

Minimum 2 years in financial services, strong project management, excellent PowerPoint skills, effective communicator, and experience handling sensitive information.

Full Description

Note: The job is a remote job and is open to candidates in USA. J.P. Morgan Wealth Management is focused on helping investors achieve their long-term financial goals. The Senior Associate, Strategy and Business Operations will support the Chief Operations Executive in managing strategic projects and ensuring effective execution across the business. Responsibilities • Partner with the COE to manage and execute strategic projects, including tracking milestones, preparing updates, and ensuring timely delivery of key initiatives across Wealth Management • Prepare materials for leadership meetings, business reviews, and executive presentations. Synthesize complex information into clear, actionable insights and maintain a consistent business narrative for both internal and external audiences • Keep the COE and the team organized by managing calendars, tracking action items, and following up on deliverables with the ability to manage projects. Facilitate team meetings, set agendas, and ensure alignment across all stakeholders • Serve as a liaison between the COE, senior leaders, and cross-functional partners. Communicate priorities, progress, and outcomes with clarity and professionalism • Curate and refresh key messages, success stories, and performance highlights that reflect the evolving priorities and achievements of the Chase Wealth Management business. Ensure these narratives and presentations are ready for use in executive communications, client meetings, and internal updates • Identify opportunities to streamline workflows and enhance operational efficiency for the COO and the broader team. Propose and implement solutions that drive productivity and effectiveness • Gather, analyze, and present business performance data to support decision-making. Highlight trends, risks, and opportunities in regular updates to leadership • Handle sensitive information with discretion and sound judgement. Deliver thoughtfully and expeditiously, maintaining composure in high-pressure situations Skills • 2 or more years of experience in financial services • Experience managing projects in a client-focused environment • Expert in Microsoft PowerPoint and executive presentation building skills • An outstanding ability to communicate effectively and confidently (both verbally and written); ability to apply quantitative and strategic approaches and work well in cross-functional teams • Excellent interpersonal and influencing skills (both written and verbal); ability to interact with colleagues at all levels and achieve goals without direct control over resources • Strong judgement and ability to appropriately handle sensitive and sometimes confidential information. Deliver thoughtfully and expeditiously, while always remaining calm • Strong ability to prioritize work; strong organizational skills and detail-orientation, comfort juggling a dynamic and ever-changing work • Demonstrated track record of a high level of initiative, setting and achieving challenging goals, and demonstrating ability to work in unstructured, dynamic environment • Self-motivated & a commitment to acquiring new knowledge and skills; seek to continuously improve standards of work, address opportunities for development • Excellent academic credentials; Bachelor's degree • Previous experience in Wealth Management Benefits • Comprehensive health care coverage • On-site health and wellness centers • A retirement savings plan • Backup childcare • Tuition reimbursement • Mental health support • Financial coaching Company Overview • With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. It was founded in 2000, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.jpmorganchase.com/. Company H1B Sponsorship • JPMorganChase has a track record of offering H1B sponsorships, with 3471 in 2025, 3469 in 2024, 3395 in 2023, 3594 in 2022, 2515 in 2021, 2495 in 2020. Please note that this does not guarantee sponsorship for this specific role.

This job posting was last updated on 1/8/2026

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