US Wealth Management - Platform Experience Associate - New York, Plano, Columbus, Chicago - JPMorgan Chase (California)

JPMorgan Chase & Co . Is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking **.**

**The US Wealth Management** business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

The vision for the business is to be the most recommended financial services partner. The goal is to manage 1T in invested assets by 2025.

The **Advisor & Service Platform Tools** team is a newly created team focused on transforming the technology capabilities that Wealth Management Advisors & Service professionals use to engage with clients and prospective clients. Our team seeks to deliver a robust and reliable platform, integrated with tools and features designed to enable easy, efficient and personalized experiences for clients at scale. To understand and drive the vision of our technology, we partner closely with various organizations across the firm. The Business Excellence / Platform Strategy & Adoption Team is charged with maintaining these partnerships to ensure strategic alignment of development, implementation and adoption.

Business Excellence / Platform Strategy & Adoption Team Overview:

The team is responsible for:

+ Partnering across the US Wealth Management (USWM) business with hierarchical key stakeholders & product cabinets to establish, align and provide transparency into the vision for how to create & deliver best in class client and employee experiences

+ Organizing, conducting, and analyzing advisor/service professionals' needs across various lines of business to help our product owners transform, prioritize, and deliver a better product, feature, or workflow

+ Developing & executing flawlessly the strategy for platform implementation, adoption and governance across products & lines of business, in alignment with controls & procedures

+ Building & maintaining a framework to systematically collect & analyze post implementation feedback, reporting and performance

+ Continuously analyzing our operations, features, products & workflows to identify and recommend changes to optimize our business

+ Effectively communicating the platform & broader team's long term vision, short term objectives/strategy and progress to various levels of stakeholders across the organization

+ Performing and sharing competitive & industry analysis with product partners and key stakeholders to drive strategy

+ Coordinating, developing and updating written policies and procedures over advisor activities

Key Responsibilities:

+ Engage with Product Teams and end users to ensure accuracy of product requirements, user stories, and operating model design

+ Partner with Client & Advisor Service team end users to receive and document feedback on requested enhancements, defects, and new release deliveries to ensure quality of delivery / user satisfaction

+ Document & report on feedback from power users that will serve as a "proof of concept" group aimed at validating product functionality prior to any pilot / general audience release

+ Partner with the practice management team to help educate and articulate functionality releases on an ongoing basis to ensure proper adoption of new toolsets

+ Partner with and support product teams through development and business readiness functions including but not limited to: Field Readiness, Change Management, Field Implementation Managers, Business Readiness Legal/Compliance/Risk/Controls reviews to ensure timely and seamless delivery

+ Partner within the Business Excellence team to ensure proper roadmap prioritization and communication to Field Leaders, End Users, and Executive Stakeholders is accomplished

+ Partner with product teams and end users in sessions where troubleshooting is needed to obtain further details to understand defects

Qualifications:

+ BS/BA degree - Accounting, Finance, or Business preferred or equivalent military experience

+ 3+ years of experience in financial services with the focus on client service, advisors, operations, project management or support

+ Advanced MS Office skills - Excel, Word, PowerPoint

+ Excellent analytical skills with close attention to detail

+ Ability to communicate clearly and confidently; able to translate data into visual presentations

+ Strong analytical and time management skills

+ Excellent verbal and written communication skills and the ability to interact professionally with key stakeholders

+ Ability to provide clear vision and documentation for project partners, including use cases, product requirements, timelines and user stories

+ Relevant hands-on business and technical background preferred

+ Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions

+ Ability to directly address conflicts and escalate issues where appropriate

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and 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 at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans



* This article was originally published here

Job Listing

Show more

Popular posts from this blog

Product Manager - Facebook (California)

Intro: Facebook's mission is to give people the power to build community and bring the world closer together. Through our family of apps and services, we're building a different kind of company that connects billions of people around the world, gives them ways to share what matters most to them, and helps bring people closer together. Whether we're creating new products or helping a small business expand its reach, people at Facebook are builders at heart. Our global teams are constantly iterating, solving problems, and working together to empower people around the world to build community and connect in meaningful ways. Together, we can help people build stronger communities - we're just getting started. Summary: Facebook Product Managers work with cross-functional teams of engineers, designers, data scientists and researchers to build products. We are looking for extremely entrepreneurial Product Managers who value moving quickly. This job description represents di
Read more

Senior Assessment Specialist - English Language Arts - Pearson (California)

Senior Assessment Specialist — English Language Arts - ( 2107371 ) Description We are the world’s learning company with more than 24,000 employees operating in 70 countries. We combine world-class educational content and assessment,powered by services and technology, to enable more effective teaching and personalized learning at scale. We believe that wherever learning flourishes so do people. Responsibilities: Development and review of English Language Arts items for large-scale assessments; evaluation of passages for use in large-scale assessments; interpretation of blueprints, and the construction of operational and field tests. + Involvement in standards interpretation, application of best practices in item and test development, facilitation of committees, and alignment determinations. + Position requires skills in grammar, editing, and communications with internal and external customers. + Facilitate, maintain and oversee content development in English Language Arts, Re
Read more

Food Service Foreman - Army & Air Force Exchange Service (California)

## Job Description **Food Service Foreman:** **Job Description** As a Food Service Foreman, you will lead a team of passionate and knowledgeable Food Service Workers who strive to exceed customer expectations by focusing on extraordinary customer experiences. You are responsible for understanding sales goals, planning and executing daily/weekly workloads to deliver on department and store sales goals as well as customer engagement. You will create schedules that aligns with customer and business needs and lead a culture of accountability through clear expectations and performance management on critical service and engagement behaviors. You will quickly respond to and deescalate negative customer experiences and ensure that your team understands and is empowered to make things right for the best customers in the world. We offer flexible scheduling, comprehensive medical, dental, life and disability insurance, paid time off, shift differential/holiday pay, and a traditional pension and 4
Read more

Retail Security Officer - $500 sign on bonus - Allied Universal (California)

At **Allied Universal®** , we continue to build an inclusive, **Be Phenomenal®** culture that encourages, supports, and celebrates a diverse workplace. It fuels our innovation and connects us closer to our customers and the communities in which we serve. Allied Universal offers so much more than just a job. We offer careers. We take great pride in our promote-from-within culture. There are countless examples of individuals who began their career as Security Professionals and today hold positions on our senior leadership team. We offer medical, dental and vision coverage, life insurance, 401K, employee assistance programs, company discounts, perks and more for all full-time positions! Start your phenomenal career with Allied Universal® today! Allied Universal has security jobs and are seeking to fill the position of a **Retail Security Officer** . For all full-time positions, we offer medical, dental and vision coverage, life insurance, 401K, sick pay (in states where required), emplo
Read more

Studio Attendant / Housekeeping - Solage Calistoga (California)

Image
Studio Attendant / Housekeeping - Solage Calistoga (California) Apply to jobs now hiring in California today! Join Our Amazing Housekeeping Team! Position Overview: Will provide guest service and clean guest rooms as assigned, ensuring the hotel's established standards of cleanliness. Responsible for reporting any maintenance issues and handling guest requests and complaints.  Position Qualifications: Must be able to clean rooms for 4 hours plus. Must be able to stand for hours and lift 20lbs. Cleaning experience is necessary. Attention to detail and be able to follow high standards.  Basic Qualifications: High school or equivalent education required. Positive attitude. Must be able to walk or stand for long periods of time and lift up to 50 pounds. Related hospitality experience is preferred but we will train the right candidate. Candidate must have flexible work schedule as well and work holidays. Must meet the minimum age requirements to work in an alcohol and food serv
Read more