Chase Wealth Management Investment Product & Platform Associate
JPMorgan Chase 9,862 reviews - New York, NY

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Job Description

Chase Wealth Management Investment Product & Platform Manager

Overview of Role:
The CWM Investment Product & Platform analyst will help support and develop the investment products platform for Chase Wealth Management with a focus on building and implementing solutions for our Chase Private Client and Chase Investments business.

Analyst is expected to develop a deep understanding of products across our platform including fixed income, equities, managed/discretionary accounts business, brokerage, annuities and the trust business. Analyst will help prepare management level presentations, synthesize ideas and work with product, operations and technology teams across CWM and the Private Bank (PB) to implement solutions.

Key Responsibilities:
Work with product, platform, operations and technology teams across the Private Bank, Asset Management and third party providers to integrate investment products into Chase Private Client/Chase Wealth Management

Help develop and prepare management level presentations in support of product implementation

Support a wide array of initiatives including developing our investment offerings and investment platform across CWM; supporting all managed account product managers with quarterly updates and analysis; providing support for managed account platform upgrade

Track and measure progress of CWM Investment priorities

Develop strong partnership with Private Bank investment product & solutions team

Work closely with Sales management teams, product & platform to implement solutions

Help listen to and evaluate client feedback

Develop and become point person on managed account product related questions


2-3 years of financial services experience, preferably in investment product experience or in a banking analyst program

Strong partnership and people skills

Work with people across all levels of the organization (analyst to MD)

Exceptional written skills and presentation skills, must be articulate

Organizational and project management skill; proven ability to manage multiple priorities

Must be able to demonstrate flexibility and adaptability and ability to work under pressure

Creative and can think “out of the box”

Strong presentation and analytical skills

Willing to obtain Series 7, 66

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V


Project Management

Primary Location

US-NY-New York-277 Park Avenue / 03363


Retail Financial Services



Job Type



Day Job

Employee Status


Corporate Brand


About this company
9,862 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...