J.P. Morgan Wealth Management - Senior Associate - Strategic Insights & Enablement

At J.P. Morgan Wealth Management, our organization is dedicated to delivering exceptional, end-to-end experiences for our clients across both managed and self-directed investment channels. We believe that putting clients at the center of everything we do drives better outcomes for them and for our business. Our team partners across the organization to design and deliver innovative, omnichannel solutions that deepen client relationships and reduce attrition.

As part of the Wealth Management Product Strategy group, the Client Experience (CX) Success Team focuses on identifying and solving high-impact client challenges. We fuel our teams with actionable insights, foster a client-centric culture, and orchestrate collaboration across the business to ensure we're always improving the client journey.

About the Role

We're seeking a Strategic Insights & Enablement Senior Associate who is passionate about strategic analysis and eager to make a tangible impact. In this highly visible role, you'll quickly get up to speed on business context, ask the right questions, and use both qualitative and quantitative data to generate actionable recommendations that shape our client experience strategy.

You'll have the opportunity to work on a broad Wealth Management agenda, influence business priorities, and collaborate with partners across research, product, and design. If you thrive in a fast-paced environment, enjoy solving complex problems, and want to help drive the future of Wealth Management, we want to hear from you.

Why Join Us?

• Make a direct impact on the client experience and business outcomes at one of the world's leading financial institutions.
• Collaborate with a diverse, innovative team that values your perspective and expertise.
• Gain exposure to strategic projects, senior leadership, and opportunities for professional growth.
• Be part of a culture that champions client-centricity, innovation, and continuous learning.

• Rapidly understand business objectives and context, proactively asking insightful questions to clarify needs and uncover opportunities.
• Analyze and synthesize qualitative and quantitative data, as well as market information, to provide strategic, actionable recommendations.
• Develop, audit, and refine CX methodologies, listening posts, and dashboards to surface meaningful insights and drive action.
• Present findings and recommendations in clear, compelling ways to diverse audiences, including senior leaders.
• Lead and manage multiple projects independently, collaborating across teams to deliver results.
• Foster a client-centric culture by championing data-driven decision-making and continuous improvement.
• Ensure compliance with regulatory requirements and maintain robust controls for client feedback processes.
• Support the identification and tracking of critical CX Objectives & Key Results (OKRs) and Key Performance Indicators (KPIs) to monitor and drive business outcomes.

• Experience with business-oriented research methodologies (qualitative and quantitative) and applied insights.
• Strong analytical skills with the ability to translate complex data into clear, actionable insights.
• Excellent communication and relationship-building skills; able to engage and influence stakeholders at all levels.
• Proactive, adaptable, and curious-always seeking to understand the "why" behind the data and drive continuous improvement.
• Advanced proficiency in Excel and PowerPoint
• Ability to manage multiple priorities, work independently, and deliver high-quality results in a fast-paced environment.

• Experience with Tableau, Alteryx, and/or SQL
• Familiarity or exposure to working or managing JIRA, Confluence, SharePoint
• Familiarity with the Wealth Management business, especially within JPMorgan Chase a plus

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 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.

Equal Opportunity Employer/Disability/Veterans