Bulge Bracket Investment Banks

Posted 12 days ago

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**Senior Associate, Business Management** at J.P. Morgan Wealth Management leads business operations for ultra-high-net-worth client engagement. Partnering with senior leaders, drive cross-functional projects in business development, operations, technology, marketing, and performance tracking. Enhance client specialist strategy and resources. Manage timelines, deliverables, and reports. Requirements: Bachelor's, 4+ years in sales, marketing, or strategy roles; advanced Excel, strong communication skills, wealth management business understanding. Preferred: Series 7, 63, 65, CFP credentials. Based in New York, NY or Los Angeles, CA.

Compensation: Not specified USD
City: New York City, Los Angeles
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 Business Management Senior Associate supporting the Client Specialist organization, youll help run the day-to-day strategy and execution that enables Client Specialists to win and grow client relationships. Youll partner closely with senior leaders and cross-functional teams to deliver business development, operational, technology, marketing, and performance reporting initiatives. This role reports to the Head of Client Specialists and is based in New York, NY or Los Angeles, CA.

Job responsibilities

Partner with sales, training, marketing, and events teams to deliver core Client Specialist strategies

Develop actionable ideas that drive business growth and improve efficiency, working independently and with stakeholders

Execute business development initiatives in collaboration with cross-functional partners

Lead projects across operations, technology, strategy, marketing, business tracking, and compensation that support the Client Specialist role

Maintain and enhance platforms that track new business activity, analyze results, and produce performance reporting

Deliver monthly sales and performance updates to executive leadership

Manage timelines and deliverables for Client Specialist field activities

Build business strategy presentations and materials for leadership and broader stakeholder groups

Support onboarding and orientation for new Client Specialist hires

Contribute to training programs and resources that enable Client Specialist success

Required qualifications, capabilities, and skills

Bachelors degree

4+ years of relevant experience (sales, marketing, project management, finance, analytics, or strategy)

Strong written and verbal communication skills, with executive-ready presence

Advanced Microsoft Office skills (PowerPoint, Word, Excel)

Expert Excel skills, including PivotTables and VLOOKUP-based reporting

Strong organizational skills with the ability to manage multiple shifting priorities

Understanding of the wealth management business and client growth drivers

Preferred qualifications, capabilities, and skills

Progress toward or possession of Series 7, 63, 65, and/or CFP credentials preferred

You are responsible for executing strategic business initiatives and ensuring the success of the Client Specialist role and strategy

Full Job Description