Client Skills Training Program Strategy & Management Associate

JPMorgan Chase & Co. • New York, NY

1d • $78,000 - $120,750

About The Position

The Client Skills Training Program Strategy & Management Associate works on the Global Private Bank Client Skills Training & Practice Management team, which develops training programs for AWM Analysts, Global Private Bank Advisors, and Sales Managers. Reporting to the team’s COO, the Associate manages projects across multiple training workstreams, supports senior leaders, and helps run the team’s day-to-day operations. The role includes building and tracking project plans, running check-ins, following up on commitments, and surfacing risks early. It offers exposure to senior leadership and a foundation for careers in project management, wealth management, or training and development.

The Associate also coordinates training programs and large-scale events, including logistical planning, budget monitoring, invoice processing, and compliance with internal policies. Periodic domestic and international travel may be required.

Requirements

• 2+ years of relevant experience in project or program management, operations, business management, or a related role.
• B.A. or B.S. degree, or equivalent experience.
• Strong project management fundamentals, including comfort with project plans, status reporting, and coordinating work across multiple stakeholders.
• Confidence holding others accountable and driving work forward, including with senior stakeholders.
• Ability to manage multiple workstreams under demanding deadlines, with strong ownership, attention to detail, and follow-through.
• Strong written and verbal communication skills, including the ability to turn updates into clear actions, decisions needed, and next steps.
• Ability to manage competing priorities in a fast-paced environment with many team partners.

Nice To Haves

• Experience with project management or scheduling tools; familiarity with agile or iterative ways of working.
• Comfort working with AI tools to speed up planning, tracking, and reporting.
• Experience in learning and development, training programs, practice management, or coaching for client-facing teams.
• Intermediate to advanced proficiency in Excel and PowerPoint, and comfort producing polished, leadership-ready materials.
• Demonstrated ability to improve and simplify processes and ways of working.
• Strong relationship-building skills and ability to collaborate across regions, functions, and seniority levels.
• Experience with event coordination or program logistics.

Responsibilities

• Build and maintain project plans, timelines, milestones, and deliverables across multiple training workstreams.
• Set clear owners and deadlines, follow up on commitments, and escalate stalled items.
• Run project check-ins and working sessions; record decisions, open questions, action items, and next steps, and send same-day recaps.
• Drive projects to completion by removing obstacles, gathering inputs, and aligning cross-team partners.
• Support senior Client Skills Training leaders with meeting preparation, agendas, materials, and follow-through on priorities.
• Sort and prioritize incoming requests, gather inputs, and support timely responses.
• Prepare concise updates and summaries for leadership reviews, offsites, and team meetings.
• Support execution of large-scale events, including preparation and on-the-ground support before, during, and after training programs.
• Assist with strategic projects, including designing new training formats, driving attendance, and improving operational processes.
• Oversee training program logistics, including scheduling sessions, maintaining rosters, booking venues, arranging transportation, ordering catering, and tracking expenses.
• Monitor program budgets and expenses, process invoices, and ensure compliance with internal policies.
• Travel domestically and internationally periodically, as required.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching. Additional benefits and programs are available based on eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level