JPM Wealth Management - Product Business Management / Chief of Staff (Associate)
About
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 offer competitive total rewards and a variety of benefits including health care coverage, retirement plans, childcare, tuition reimbursement, and mental health support.
The Role
Supports wealth management product leaders by translating strategy into execution plans, coordinating initiatives, preparing leadership presentations, managing workstreams and timelines, and organizing communications across business, finance, technology, product, data, and design teams. The role also handles executive requests, meeting preparation, business analysis, team activities, and process improvement while maintaining clear operating rhythms and measurable outcomes.
Summary
Help shape how we deliver products that support clients’ financial goals. In this role, you will turn strategy into clear plans, actionable insights, and coordinated execution across teams. You will partner with leaders and experts to keep priorities moving and outcomes measurable in a fast-changing environment.
Job summary
As a Business Manager - Associate in JPMorgan Wealth Management Product, you help translate product strategy into coordinated execution, clear communications, and streamlined operating rhythms. You’ll be a trusted partner to product leaders, supporting planning, analysis, meeting preparation, and follow-through across key initiatives. You’ll collaborate closely with colleagues across business, finance, technology, product, data, and design, helping us operate efficiently and deliver meaningful outcomes.
Job responsibilities
- Support the Product Business Manager with daily inquiries, strategic analyses, and initiative execution
- Prepare for key meetings by reviewing partner materials and coordinating priorities and day-to-day activities
- Develop materials for senior leadership presentations, leadership conferences, and other key forums
- Respond to executive ad-hoc requests related to project management, presentation development, and business analysis
- Communicate effectively with business partners to understand work in progress and lead next steps
- Manage projects and deliver key workstreams, tasks, and timelines
- Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
- Organize complex information into clear, compelling stories, demonstrating strong design judgment and Excel/PowerPoint expertise
- Participate in collaborative initiatives to simplify, improve, and add value to existing business processes
Required qualifications, capabilities, and skills
- Bachelor’s degree in business, engineering management, or a related field
- 3 years of experience in business management, project management, communications, operations, strategic planning, or a chief operating officer function
- Experience delivering timely, high-quality presentations and/or reporting for multiple stakeholders
- Demonstrated ability to influence and align across different stakeholder groups and lead the agenda forward
- Strong written and verbal communication skills
- Strong organizational skills, project management skills, and ability to manage competing priorities
- Ability to articulate clear rationale for design decisions and structure information effectively
- Proficiency in Microsoft Excel and Microsoft PowerPoint, including pivot tables
- Ability to work independently with appropriate judgment and minimal supervision
Preferred qualifications, capabilities and skills
- Experience in wealth management or a closely related financial services business
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). This role is not eligible for relocation assistance.

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and ser
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