Help shape the future of J.P. Morgan Wealth Management as a Sales Strategy Support Analyst—turn national growth strategies into field‑ready execution that elevates advisor productivity and client outcomes.

As a Sales Strategy Support Analyst within J.P. Morgan Wealth Management, you will support the strategy, planning, execution and adoption of national business development initiatives that improve advisor productivity and client outcomes—including programs such as our Unified Managed account platform. Acting as a bridge between Business Development, Practice Management, Product, Operations, and the field, you will help translate strategy into actionable, field‑ready execution plans, coordinate go‑to‑market readiness, and deliver data‑driven updates that inform leadership decisions.

Job Responsibilities

• Support implementation of new business development strategies, products, and services for Financial Advisors and Field Leaders in collaboration with cross‑functional teams.
• Manage timelines and deliverables for field execution, maintaining project plans, readiness checklists, and go‑live milestones; drive dependencies to closure.
• Coordinate and support training and communications to ensure effective adoption of new technology, practice management and business development capabilities.
• Monitor progress, identify risks and drive issue resolution by coordinating with Product, Operations, Risk/Controls and Technology.
• Collect and analyze feedback from the field; translate insights into clear recommendations and updates to materials and processes.
• Track and report key adoption and performance metrics; produce updates for leadership and field stakeholders.
• Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation and ongoing field engagement.

Required Qualifications, Capabilities and Skills

• 2+ years of experience in financial services, project management, sales enablement, management consulting, or field implementation.
• Proven ability to organize complex workstreams, manage timelines, and coordinate cross‑functional stakeholders.
• Strong communication and presentation skills; ability to simplify complexity for field audiences and maintain consistent, high‑quality messaging.
• Strong in Excel for analysis and PowerPoint for communicating insights (clear storylines, executive‑ready visuals).
• Knowledge of financial products, services, and relevant regulatory considerations in wealth management.
• Travel required up to 25% of the time.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans