J.P. Morgan Wealth Management - Associate Program Manager

Job Description

J.P. Morgan Advisors (JPMA), the ultra-high-net-worth division of J.P. Morgan Wealth Management, offers clients and their advisors the personalized service of a dedicated wealth management business, backed by the global resources of one of the world’s most respected financial firms. Our small size and broad scope allow us to customize solutions for each client’s unique needs.

As part of JPMA’s Family Wealth Services team, the Cross‑Line‑of‑Business (LOB) Partnerships team partners with advisors to connect clients to capabilities across JPMorgan Chase.  This function fosters collaboration between JPMA and businesses such as the Commercial & Investment Bank and Business Banking.

Job Summary

We are seeking an enthusiastic, highly energetic, and motivated Associate Program Manager to strengthen JPMA’s cross‑LOB connectivity. 

As the Associate Program Manager for JPMA, you will triage and qualify inbound advisor opportunities, route them to the right partners, track outcomes, and produce executive‑ready metrics and insights. You’ll also curate reference materials and training to drive awareness of cross‑firm resources to enhance advisor and client experience.

Job Responsibilities

• Prioritize and respond to a high volume of inbound advisor inquiries; capture scope, size, and service needs to ensure accurate routing.
• Establish and maintain a closed‑loop feedback process to track disposition and outcomes.
• Serve as a connector between JPMA advisors and cross‑LOB partners; schedule and facilitate introductions and follow‑ups.
• Maintain current knowledge of partner org structures, products and solutions.
• Build and maintain activity trackers; produce monthly metrics and performance dashboards for leadership.
• Partner with regional JPMA teams and cross-lob event teams to manage nominations process for premier client events (e.g. IB Healthcare Conference, Founders Forum) 
• Partner with internal Finance and Data teams on strategy and analysis special projects
• Develop and refresh internal guides, intranet content, FAQs, and playbooks that promote cross‑LOB resources and processes.
• Coordinate briefings and updates to maintain continuous engagement between JPMA leaders and partner stakeholders.
• Drive process improvement initiatives that streamline workflows, enhance advisor and client experience.

Required qualifications, capabilities, and skills 

• Bachelor’s degree.
• 3+ years of experience in financial services, banking, or wealth management.
• Demonstrated ability to build relationships and collaborate across multiple stakeholder groups to execute initiatives.
• Strong project management and organizational skills; proven ability to manage multiple priorities with high attention to detail.
• Proficiency in Microsoft Excel and PowerPoint; strong written and verbal communication skills.

Preferred qualifications, capabilities, and skills:

• Prior experience within JPMorgan Chase; exposure to the Commercial & Investment Bank and/or Business Banking preferred.

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