As a Wealth Management Solution Analyst, you'll support product onboarding and management initiatives, analyze business opportunities, and liaise with teams.
Job Description
You are a strategic thinker passionate about driving solutions in Wealth Management Solution . You have found the right team.
As a Wealth Management Solution Analyst in the WM IRS Annuity & Life Insurance Product Management and Business Development Team, you will support product onboarding, management, and development initiatives across Chase Wealth Management, JPMorgan Securities, and the Private Bank. You will partner with global product teams, manage product collaterals, analyze business opportunities, and liaise with carriers and stakeholders to deliver world-class solutions. This role offers the opportunity to work across lines of business and functions, driving product excellence and client satisfaction.
Job Responsibilities:
Required Qualifications, Capabilities, and Skills:
Preferred Qualifications, Capabilities, and Skills:
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
You are a strategic thinker passionate about driving solutions in Wealth Management Solution . You have found the right team.
As a Wealth Management Solution Analyst in the WM IRS Annuity & Life Insurance Product Management and Business Development Team, you will support product onboarding, management, and development initiatives across Chase Wealth Management, JPMorgan Securities, and the Private Bank. You will partner with global product teams, manage product collaterals, analyze business opportunities, and liaise with carriers and stakeholders to deliver world-class solutions. This role offers the opportunity to work across lines of business and functions, driving product excellence and client satisfaction.
Job Responsibilities:
- Conduct product due diligence with a focus on annuities products across LOBs
- Partner with global product teams to support product launches, updates, and ongoing monitoring
- Manage product collaterals including training decks, interest rate documents, and competitor benchmarking
- Analyze annuity business data to identify and support business growth opportunities
- Understand and define business needs in the context of short and long-term objectives
- Liaise with carriers and internal/external stakeholders for day-to-day product management tasks
- Analyze product performance across LOBs and advisor adoption
- Manage internal working groups for day-to-day product management tasks
Required Qualifications, Capabilities, and Skills:
- 2+ years of experience in project or product management within financial services
- High attention to detail and superior multi-tasking and organizational skills
- Broad understanding of JPMorgan Asset Management and Global Wealth Management
- Excellent communication skills and poise in giving presentations, especially to senior management
- Demonstrated aptitude for sales support and client relationship management
- Ability to be a dynamic member of a team
- Strong initiative, energy, and confidence in completing projects with limited supervision
- Proficiency in Microsoft Excel, PowerPoint, and Office Suite
Preferred Qualifications, Capabilities, and Skills:
- Experience with Annuity & Life Insurance products
- Experience managing carrier and vendor relationships
- Experience supporting product launches and updates
- Experience in data analysis and business research
- Experience working across multiple lines of business and functions
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Excel
Microsoft Office Suite
Microsoft Powerpoint
Similar Jobs at JPMorganChase
Financial Services
The role involves managing financial planning activities, conducting performance analysis, creating reports, and driving efficiency in financial analysis for product areas.
Top Skills:
ExcelPowerPoint
Financial Services
As a Lead Software Engineer, you will develop and implement software solutions, lead technology evaluations, and enhance team culture while delivering high-quality code.
Top Skills:
AWSJavaMicroservicesSpring Boot
Financial Services
As a Senior Executive Assistant, you will manage calendars, coordinate meetings, arrange travel, process invoices, and support staff onboarding, ensuring high quality communication and organization.
Top Skills:
MS Office
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
