J.P. Morgan Advisors - Business Analyst- Vice President

Job Description

When you join JPMorgan Advisors, you’ll have the chance to apply your talents and leadership skills within an inclusive Wealth Advisor community. You’ll discover diverse opportunities for career advancement and internal mobility, while expanding your expertise alongside a collaborative, growth-oriented team. By leveraging your organizational strengths and strategic thinking, you’ll contribute to regional success and help cultivate new business opportunities in your local market.

As a Business Analyst within J.P. Morgan Advisors, you will play a key role in identifying and developing new business opportunities while supporting Wealth Advisors and their clients. You will collaborate with our team to build strong relationships and deliver exceptional client experiences. In this role, you will help maintain high standards of service and contribute to activities that benefit both prospective and existing clients. We value your unique perspective and encourage you to make a meaningful impact in a supportive environment. This opportunity allows you to grow professionally while making a difference for our clients and team.

Job Responsibilities:

• Demonstrate initiative in creating strategies for branch-level project execution and management initiatives
• Oversee and manage onboarding processes for new Financial Advisors, including day one package delivery, client communications, and protocol adherence
• Take ownership of employee offboarding, ensuring proper distribution of departing Financial Advisor’s book of business
• Collaborate with Business-aligned functional areas to develop strategies that enhance communication and drive efficiencies
• Identify and communicate efficiencies or inefficiencies to relevant leaders to support growth and development
• Work with Risk and Controls, Supervisory Management, Legal, and Compliance teams to resolve Advisor/Client issues and requests
• Design and implement communication strategies for key initiatives, ensuring effective updates from Business-aligned functional areas to local management and front office

Required qualifications, capabilities, and skills:

• Advanced proficiency in Outlook, Word, PowerPoint, and Excel; ability to quickly learn firm systems
• Proven track record of following up and driving tasks from initiation to completion
• Strong communication skills with advisors, internal partners, and client associates; builds and sustains effective relationships while maintaining professionalism under pressure
• Demonstrated self-starter; able to work independently in demanding environments
• Thrives in fast-paced settings; proactively identifies and addresses client needs
• Minimum 3 years' of experience in the financial services industry
• Bachelor’s degree required

 

About Us

JPMorganChase, 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 today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

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