Bulge Bracket Investment Banks

Posted 13 days ago

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**JP Morgan Advisors - Ultra High Net Worth Strategy Analyst** Deliver bespoke client experiences for ultra-high-net-worth clients. Manage Private Briefings logistics, speaker coordination, and post-event follow-up. Grow and operationalize the Family Wealth Services platform, and activate client feedback through advisory councils. Collaborate with senior leaders, financial advisors, and cross-functional teams to ensure seamless client experiences. Requires 1+ years' experience, strong project management, communication, and relationship-building skills. Experience supporting ultra-high-net-worth clients preferred.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Help JPMorgan Advisors deliver exceptional experiences and solutions for ultra-high-net-worth clients and their families through high-touch engagements and strategic initiatives.

As a Wealth Partners / Family Wealth Services Analyst on the Ultra High Net Worth Strategy team, you will support the planning and delivery of customized client engagements (Private Briefings), help grow and operationalize the Family Wealth Services platform, and coordinate advisory councils that capture and activate client and advisor feedback. You will partner closely with senior leaders, financial advisors, and cross-functional teams to manage logistics, materials, metrics, and follow-through helping ensure a seamless, differentiated client experience.

Job responsibilities

Collaborate with financial advisors and senior leaders to design and deliver customized Private Briefings for clients and prospects

Curate agendas by building relationships with subject-matter experts and securing impactful speakers across the firm

Manage end-to-end event logistics, speaker preparation, and post-event follow-up to deliver a seamless client experience

Track and report program activity, client engagement, and business outcomes across Private Briefings and related initiatives

Serve as a generalist and ambassador for the Family Wealth Services platform (Family Engagement & Governance, Family Lifestyle, Outsourced Family Office)

Support strategy and execution for business development initiatives, including client education, platform enhancements, and partnership opportunities

Partner with Legal, Risk, Controls, and Compliance (LRCC) to ensure adherence to policies, procedures, and regulatory requirements

Develop and maintain internal reference materials, client-facing content, and program metrics

Support planning and execution of Client Advisory Council and Wealth Partners Advisory Council meetings (agenda setting, speaker prep, materials)

Document and synthesize feedback; coordinate with partners to prioritize and implement improvements to the client experience

Contribute to special projects, strategic initiatives, and event management; build relationships across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, and Lending

Required qualifications, capabilities, and skills

Bachelors degree and 1+ years of relevant work experience
Strong multi-tasking, organizational, and project management skills with strong attention to detail
Proactive, responsive approach to managing client and business needs
Strong communication, presentation, and relationship-building skills
Proficiency in Microsoft Office (Word, Excel, PowerPoint, including PitchPro)
Experience supporting ultra-high-net-worth client engagement and/or client events
Ability to collaborate effectively across teams and with senior leaders

Preferred qualifications, capabilities, and skills

Experience coordinating executive-level, bespoke client engagements or events with multiple stakeholders
Familiarity with wealth management platforms, products, and services, including UHNW-oriented offerings
Experience creating and maintaining program metrics, reporting, and post-engagement readouts for senior stakeholders

Support Ultra High Net Worth Private Briefings, Family Wealth Services, and advisory councils across JPMorgan Advisors.

Full Job Description