J.P. Morgan Wealth Management – Senior Associate, Program Coordinator
The J.P. Morgan Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of solutions for every client. The Advisor Development Team supports the development of branch based advisors through a national new hire framework. Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment and milestone completion.
As a Program Coordinator you will be responsible for supporting the overall program operations of the Advisor Growth Program. You will assist in the execution of national training by ensuring participants progress through the framework with a consistent experience. This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience. In this role you will also partner closely with multiple members of the team expanding from field execution to program coordination. This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business. Our goal is to help advisors successfully engage with clients.
Job responsibilities
- Partner closely with onboarding and field leadership to prepare participants for the new hire framework
- Execute daily/weekly/monthly routines through calendar management, participant/stakeholder communications and reporting
- Address incoming stakeholder and participant inquiries regarding program operations and experience
- Create and maintain monthly schedule of milestone activities and deliverables
- Monitor participant progress through monthly milestones, learning sessions and communicate completion of required activities
- Execute participant and stakeholder scorecards
- Manage participant progress within the program
- Support overall program operations and initiatives
Required qualifications, capabilities, and skills
- At least 3 years broad business experience, preferably in the wealth management industry
- A minimum of 1 year of experience in program, product or project management experience
- Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
- Ability to multi-task and adapt to changing priorities
- Exceptional attention to detail
- Ability to identify opportunities and implement solutions based on program priorities
- Proven leadership experience and ability to effectively partner with others
- Exceptional written skills and strong executive communications experience
Preferred qualifications, capabilities, and skills
- Bachelor’s degree, preferred
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