ConnectWealth, Advisor Engagement and Platform Specialist, Vice President
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About The Position
As a ConnectWealth Advisor Engagement & Platform Specialist, you will support the adoption of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management. This includes the Chase Wealth Management and JP Morgan Advisors businesses, representing over $640 billion in AUM across 900k accounts. You will assist in launching new capabilities to the salesforce, communicating the value of platform features to enhance Advisor productivity, and supporting the adoption of new digital tools through seamless platform troubleshooting & support. You will work closely with advisors, internal technology teams, and platform stakeholders to enhance user experience, resolve issues, and drive improvements in platform functionality. Potential opportunity to lead a small team & contribute to creating operational bandwidth for senior leadership. The ConnectWealth Program is high-profile and spans multiple lines of business and functions, aiming to transform the operating model for managed accounts with an intuitive technology platform.
