Private Client Sales Strategy Support Analyst, Senior Associate

JPMorgan Chase & Co

Columbus, OH

JOB DETAILS
SKILLS
Agile Programming Methodologies, Alliance/Partner Management, Analysis Skills, Artificial Intelligence (AI), Automation, Banking Services, Business Analysis, Business Banking, Business Processes, Change Management, Communication Skills, Community Banking, Compensation and Benefits, Computer Networks, Continuous Improvement, Customer Experience, Customer Support/Service, Customer/Consumer Behavior, Data Analysis, Data Processing, Data Sets, Decision Support, Develop Methodologies, Diversity, Establish Priorities, Finance, Financial Services, Leadership, Lean Six Sigma, Loans, Management Consulting, Microsoft Excel, Microsoft PowerPoint, Multitasking, Needs Assessment, Nonprofit, Operational Audit, Organizational Development/Management, Presentation/Verbal Skills, Problem Solving Skills, Process Analysis, Process Improvement, Productivity Management, Project/Program Management, Regulations, Sales, Sales Analysis, Sales Strategy, Sales Support, Small Business, Storytelling, Strategic Analysis, Team Player, Time Management, Willing to Travel, Writing Skills
LOCATION
Columbus, OH
POSTED
30+ days ago

J.P. Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals. Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer & Community Banking businesses, our team is at the forefront of redefining service standards. As a Sales Strategy Support Analyst of this collaborative, action-oriented team, you will work alongside sales & service professionals to provide actionable insights, lead projects to solve problems, drive results, and communicate with multiple senior leaders. The team leads large initiatives that optimize end-to-end processes, small initiatives to deliver quick value to elevate the customer experience and foster a culture of continuous improvement. You will map, simplify, and document processes to reduce manual touch points and enhance operational efficiency, analyze data, and communicate complex ideas through compelling narratives. This dynamic role requires initiative, judgment, flexibility, and a collaborative approach, offering the opportunity to work with colleagues from across the business and make a significant impact on our client experience journey with an operational excellence foundation. Job Responsibilities Build and maintain partnerships across the firm to drive consistency in business processes, improvements, and escalations. Identify, document, and analyze areas for process improvement, gaps, or outages. Map and analyze key business processes using data analytics to uncover inefficiencies and recommend solutions. Synthesize large data sets and apply analytical tools to support strategic decision-making. Organize and present information effectively, demonstrating expertise in Excel, PowerPoint, and storytelling techniques. Lead and manage key projects and multiple work streams, fostering a collaborative and high-performing team culture. Communicate with business partners and senior leaders to understand project needs and drive next steps. Present actionable insights to executives and stakeholders, building trusted advisor relationships. Collaborate with Lines of Business and IT to evaluate and optimize technology platforms for digital transformation. Leverage AI and advanced analytics to deliver innovative solutions to complex business challenges. Mentor team members and promote a culture of continuous learning and improvement. Required Qualifications, Capabilities and Skills Bachelors degree in Business, Finance, Engineering, or related field. Minimum 3 years of relevant experience in a service, analytical, or business management role. Proven ability to lead, influence positive change, and exercise sound judgment in challenging environments. Strong collaboration skills and adaptability to change. Exceptional written and oral communication skills for technical and non-technical audiences; comfortable presenting to senior leaders. Demonstrated ability to multi-task and manage executive communications. Experience delivering high-quality presentations and reports for diverse stakeholders. Skilled in time management, prioritization, and working with different stakeholder groups. Self-motivated, independent, and able to execute deliverables with speed and precision. Dedicated learner with a commitment to skill development and continuous improvement. Ability to travel up to 25%. Preferred Qualifications, Capabilities and Skills Knowledge of banking, lending, and wealth products is desired. Proven expertise or certification in Management Consulting, Lean Six Sigma, Agile methodologies, Change Management, or Organizational Design. Experience implementing automation to streamline workflows and reduce manual effort, increasing overall productivity. Use of agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change. Outstanding customer service skills. Flexibility to work or attend meetings outside of normal hours. Chase is a leading financial services firm, helping nearly half of Americas 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

About the Company

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JPMorgan Chase & Co