J.P. Morgan Wealth Management - Family Wealth Services Analyst

Job Description

We are seeking a dynamic and motivated Family Wealth Services Analyst to join our Family Wealth Services team at JPMorgan Advisors. Family Wealth Services offers a comprehensive suite of solutions tailored to assist ultra-high-net-worth families in navigating the complexities of family wealth, addressing client needs in areas such as family dynamics and governance, philanthropy, lifestyle, and family office services.

The Family Wealth Services Analyst will play a key role in supporting our Family Lifestyle offering and also provide backup support for the JPMA Cross Line of Business Partnership Group.

The Family Lifestyle offering, part of Family Wealth Services, is a curated selection of in-house and third-party providers in a variety of lifestyle categories (e.g. cybersecurity, healthcare advisory, private aviation, education advisory, bill pay services, staffing, luxury travel, art & collectibles advisory and more to come) that can be introduced to clients.

The JPMA Cross Line of Business Partnership Group fosters collaboration across various business lines. The team works with partners across JPMC (e.g. Corporate and Investment Bank, Commercial Banking, Business Banking, etc.) to facilitate the flow of opportunities between JPMA and other parts the broader firm.

The Family Wealth Services Analyst will engage regularly with both in-house and third-party lifestyle service providers, JPMA and CWM Financial Advisors, internal JPMA partner resources (e.g. Legal, Marketing, Finance, etc.) and partners in other JPMC lines of business. The Family Wealth Services Analyst will also collaborate with other members of the Family Wealth Services team on special projects, including internal and client events.

Job Responsibilities:

• Efficiently manage and prioritize a high volume of client inquiries for Family Lifestyle services
• Develop and maintain trackers used to report metrics on program activity and ensure responses are delivered in accordance with governing policies and procedures
• Coordinate and facilitate introductory calls between advisors, clients, and lifestyle providers and ensure follow-ups tasks are completed
• Develop and update internal reference material for advisors and client-facing content, including intranet content and newsletters
• Partner with regional JPMA and CWM teams to educate advisors on our lifestyle services
• Oversee tasks to ensure compliance with Legal, Risk, Compliance and Control (LRCC) requirements including maintaining updated policies and procedures
• Prepare supporting materials for audit requests
• Contribute to the development of client event strategies including content creation, event logistics, LRCC approvals, internal communications
• Act as the Family Lifestyle/Cross LOB Partnership team project manager, organizing meetings, setting agendas, taking meeting notes and managing project deliverables

Required Qualifications, Capabilities, Skills

• Bachelor's degree
• 1-3 years of relevant work experience post-graduation
• Superior multi-tasking and organizational skills
• Detail oriented and responsive
• Strong communication and relationship management skills
• Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)

Preferred Qualifications, Capabilities, Skills

• Proven interest or experience in luxury brands, hospitality or concierge services aimed at ultra-high-net-worth clients
• Experience in event management
• Familiarity with wealth management or banking

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

Base Pay/Salary
New York,NY $64,350.00 - $85,000.00