We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. You will be working alongside a team of talented colleagues, businesses, and functions to provide you with the opportunity to take your career to the next level.

Job Responsibilities:

• Serve as a trusted partner, supporting day-to-day business and execution of strategic priorities.
• Collaborate across investment teams to drive alignment and effective execution of initiatives.
• Enhance team communications and coordinate with internal and external stakeholders, including senior executives and clients.
• Identify process improvements and help implement solutions to optimize team coordination and business outcomes.
• Conduct research on industry trends and competitors to provide insights and recommendations.
• Prepare presentations and reports for meetings, ensuring accuracy and professionalism.
• Coordinate agendas and follow-ups for management meetings and select client forums.
• Contribute to wider Private Bank initiatives and propose ideas for business optimization, from client opportunities to strategy innovation.

Required Qualifications, Capabilities and Skills:

• Broad understanding of the financial markets and investment management.
• Ability to “connect the dots” across business processes and drive clarity in ambiguous situations.
• Exceptional communication, organizational, and project management skills.
• Advanced proficiency in Microsoft Office Suite, with a strong emphasis on PowerPoint and Excel.
• High professionalism, integrity, and discretion with confidential information.
• Strong attention to detail and commitment to high-quality work.
• Initiative, curiosity, and analytical ability to complete projects independently.
• Ability to thrive in a fast-paced environment and manage multiple projects.
• Strategic thinking and confidence to present recommendations to business leaders.
• Bachelor’s Degree required
• Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Coachable professional with good business acumen