J.P. Morgan Wealth Management - Family Wealth Services Associate
About The Position
Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. The platform includes Family Engagement & Governance, Family Lifestyle, and Outsourced Family Office offerings. Associates help deliver these services by supporting client education, business development, and coordination with advisors and internal partners, ensuring families receive comprehensive support for their unique needs and goals. We are seeking a highly motivated and versatile Family Wealth Services Associate to join our Ultra High Net Worth Strategy team at J.P. Morgan Wealth Management. This role is central to supporting our Family Wealth Services platform designed to deliver exceptional experiences and solutions to ultra-high-net-worth clients and their families. As the Family Wealth Services Associate you will work closely with senior leaders, financial advisors, and cross-functional partners to deliver customized client engagements, drive business development, and facilitate strategic initiatives across the platform.
Requirements
- Bachelor’s degree
- A minimum of 2 years of relevant work experience post-graduation
- Superior multi-tasking, organizational, and project management skills
- Detail-oriented, responsive, and proactive in managing client and business needs
- Strong communication, presentation, and relationship-building skills
- Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)
Nice To Haves
- Experience in client engagement, specifically, supporting ultra-high-net-worth clients
- Familiarity with wealth management platforms, products, and services
- Ability to work collaboratively across teams and with senior leaders
Responsibilities
- Serve as a generalist and ambassador for the Family Wealth Services platform, able to articulate offerings in Family Engagement & Governance, Family Lifestyle, and Outsourced Family Office to advisors, regional leadership, and clients.
- Support strategy and execution for business development initiatives, including client education, platform enhancements, and partnership opportunities.
- Partner with Legal, Risk, Controls, and Compliance (LRCC) teams to ensure adherence to policies, procedures, and regulatory requirements.
- Assist in the development and maintenance of internal reference materials, client-facing content, and program metrics.
- Contribute to special projects, strategic initiatives, and event management as needed.
- Build and maintain relationships with partners across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, Lending, etc.
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.
- Additional details about total compensation and benefits will be provided during the hiring process.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
