The Global Private Bank is seeking a dynamic and experienced Senior Associate to join our Digital Team. This role will focus on representing and advocating for our Latin American (LatAm) and Global Family Group (GFG) segment. The successful candidate will collaborate closely with our Global Digital Product Team to understand and develop the product roadmap, ensuring that our digital solutions are tailored to meet the unique needs of our clients and advisors within these segments. Additionally, the Senior Associate will drive the adoption of digital products and tools by increasing awareness and promoting solutions and enhancements. The role also involves writing requirements and running pilots as needed to ensure successful product implementation and adoption.

Key Responsibilities:

Advocacy and Representation:
- Serve as the primary advocate for the LatAm and GFG segments within the Digital Team.
- Understand the unique needs and challenges of clients and advisors in these segments and ensure they are represented in product development discussions.
Requirements and Pilots:
- Assist in writing detailed product requirements to guide development efforts.
- Plan and execute pilot programs to test new products and features, gathering feedback and making necessary adjustments.
Product Adoption and Awareness:
- Develop and implement strategies to drive the adoption of digital products and tools among clients and advisors.
- Increase awareness of digital solutions and enhancements through targeted communication and training initiatives.
Collaboration and Influence:
- Work closely with the Global Digital Product Team to influence the product roadmap.
- Provide insights and feedback to ensure digital products are aligned with the needs of the LatAm and GFG segments.
Stakeholder Engagement:
- Build and maintain strong relationships with key stakeholders, including clients, advisors, and internal teams.
- Facilitate regular communication and feedback loops to ensure continuous improvement of digital offerings.
Market Research and Analysis:
- Conduct market research and analysis to identify trends and opportunities within the LatAm and GFG segments.
- Utilize data-driven insights to inform product development and adoption strategies.

Qualifications:

Bachelor’s degree in Business, Marketing, Finance, or a related field.
Proven experience in a similar role within the financial services industry, preferably in private banking or wealth management.
Strong understanding of the Latin American market and Global Family Group segment.
Prior advisor experience is preferred but not required
Excellent communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams.
Demonstrated ability to drive product adoption and increase awareness of digital solutions.
Strong analytical and problem-solving skills, with a data-driven approach to decision-making.
Proficiency in digital tools and platforms relevant to the financial services industry.

Preferred Qualifications:

Master’s degree in Business Administration (MBA) or a related field.
Bilingual in English and Spanish or Portuguese.
Experience working in a global or multicultural environment.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.