Wealth Management Investments - ConnectWealth Business Manager, Associate

JPMorgan Chase & Co. • New York, NY

7h

About The Position

Join our Investment Solutions team as a dynamic Business Manager. Our team of dedicated Business Managers partners closely with senior leaders in the Managed Investments organization to evolve our business capabilities and drive strategic growth.
As an Associate on our Business Management team, you will support the Managed Investments Program and Advisor Experience Teams. This group plays a pivotal role driving the execution of our flagship ConnectWealth program—a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions.
In this high-impact role, you will contribute to both advisor engagement and platform deliverables. You’ll play a key role in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers real value and is embraced across the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients, while helping to orchestrate one of the industry’s most significant technology advancements.

Requirements

• 5+ years’ experience in the financial services industry, with exposure to Wealth or Asset Management
• Excellent presentation and communication skills; delivering messages clearly and succinctly with tailored approach depending on target audience
• Ability to build strong working relationships and influence a wide range of stakeholders, including executive management
• Strong project management skills, with emphasis on controls and focus on process improvement
• Excellent analytical skills
• Pro-active and problem-solving mindset with ability to identify, clearly present and implement solutions

Responsibilities

• Support execution of the ConnectWealth 2026 roadmap by tracking milestones and deliverables across USPB, CWM, and IPB; assist with coordination between product, technology, and adoption teams to help ensure on-time delivery of platform features
• Serve as a point of contact for senior leadership, product owners, and cross-functional partners; facilitate regular updates, issue escalation, and alignment on business priorities
• Collaborate with the engagement and adoption team to help optimize advisor experience, support training and migration events, and drive widespread platform adoption
• Assist with budgeting, forecasting, and financial tracking for the ConnectWealth program; monitor resource allocation and business case metrics to ensure delivery against $1B incremental revenue target
• Support risk management and compliance adherence for platform migrations and new feature rollouts; help ensure controls are in place for onboarding, fee policy, and regulatory requirements
• Develop and deliver management reporting, including progress against roadmap milestones, advisor adoption metrics, and business impact analysis for senior leadership and the AWM Operating Committee
• Identify and implement process improvements to streamline platform delivery, advisor onboarding, and cross-team collaboration
• Support change management initiatives, including communication planning, training coordination, and feedback loops with advisors and stakeholders

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed