J.P. Morgan Wealth Management- Senior Associate, Select Strategy Business Analyst
JPMorganChase
Full-time
On-site
Tampa, Florida, United States
Description
Embark on a fulfilling and challenging career as a Business Analyst II with our dynamic team. You'll have the chance to make a significant impact by supporting process improvements and key initiatives while expanding your creative skills in a supportive and collaborative environment. Join us to contribute to our mission and advance your career.
As the Business Analyst II within JPMorganChase, you will play a crucial role in enhancing operational efficiency and driving strategic initiatives. By leveraging your advanced understanding of data analytics and automation, you will uncover patterns, analyze complex data sets, and develop innovative solutions to support business strategies. Your expertise in cross-functional collaboration will enable you to work effectively with diverse teams, ensuring alignment with organizational goals. You will be responsible for planning and directing work, making decisions that impact departmental outcomes, and managing complex situations. Your strategic thinking and strong customer service skills will be essential in delivering results that enhance the customer journey and drive business success.
As the Business Analyst II within JPMorganChase, you will play a crucial role in enhancing operational efficiency and driving strategic initiatives. By leveraging your advanced understanding of data analytics and automation, you will uncover patterns, analyze complex data sets, and develop innovative solutions to support business strategies. Your expertise in cross-functional collaboration will enable you to work effectively with diverse teams, ensuring alignment with organizational goals. You will be responsible for planning and directing work, making decisions that impact departmental outcomes, and managing complex situations. Your strategic thinking and strong customer service skills will be essential in delivering results that enhance the customer journey and drive business success.
Job Responsibilities
- Support the strategy, execution, and ongoing operations of the Select Advisor program within J.P. Morgan Wealth Management.
- Focus on data analysis, advisor enablement, campaign execution, and cross-functional coordination to scale the Select channel and ensure a consistent advisor and client experience.
- Partner closely with Select Field Leadership, Strategy & Execution, Product, Marketing, and Analytics teams to turn priorities into action and track progress.
- Support execution of Select Advisor initiatives, pilots, and national programs.
- Coordinate deliverables and manage dependencies, handoffs, and timelines across Field Leadership, Strategy, Marketing, Product, and Operations partners.
- Analyze advisor and program data to identify trends, risks, and opportunities within the Select channel.
- Maintain dashboards, trackers, and reports to monitor adoption, participation, and outcomes.
- Support ad hoc analysis for leadership discussions, planning sessions, and decision-making.
- Track advisor questions, feedback, and issues, coordinating follow-ups and maintaining advisor-ready resources such as guides, FAQs, and reference materials.
- Support tracking and management of Select Advisor cohorts, surfacing risks, gaps, and execution challenges early to help frame options and recommendations for leadership.
- Assist with preparation for leadership meetings, reviews, and key initiatives for Select, including pilots and national launches.
Required qualifications, skills, and capabilities
- 2+ years of experience in financial services, strategy, analytics, operations, or program support roles
- Strong proficiency in Excel and PowerPoint, with experience creating leadership-ready materials
- Strong analytical skills with the ability to synthesize data into clear, concise insights
- Excellent written and verbal communication skills
- Highly organized, detail-oriented, and comfortable managing multiple priorities
- Ability to work effectively across teams and influence without authority
- Comfortable operating in a fast-paced, evolving environment
- Bachelor’s degree required
Preferred qualifications, skills, and capabilities