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J. P. Morgan Wealth Management - Suitability Product Team Associate at JPMorganChase · Jersey City, NJ · Joined
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J. P. Morgan Wealth Management - Suitability Product Team Associate

JPMorganChase · Jersey City, NJ · Just now · 0 applicants
NewOn-siteFull-timeSenior
Pay
$100k–$155kListed
Workplace
On-site
Job type
Full-time
Level
Senior
Team: US Strategic Suitability product team, Wealth Management · Source: jobright · Posted by joined-scrapper

About the role

JPMorganChase seeks a Senior Associate for its US Strategic Suitability product team in Wealth Management. The role supports regulatory suitability solutions through requirements, operating models, oversight reporting, and compliance monitoring.

What you’ll do

  • Support development and implementation of regulatory suitability solutions
  • Define requirements and operating models
  • Produce oversight reporting
  • Support compliance monitoring
  • Analyze large data sets and complex business processes
  • Collaborate across advisors, service, product, technology, operations, supervision, and controls

What you’ll need

  • Hold FINRA SIE and Series 99 licenses or obtain within 120 days
  • 3+ years in product, project management, process improvement, or data analytics
  • 3+ years with wealth management infrastructure
  • Strong analytical and logical thinking
  • Intermediate to advanced Microsoft Office, Excel, Visio, and PowerPoint
  • Experience with compliance, supervision, controls, or legal initiatives

Original job description

JPMorganChase is hiring a Senior Associate for its US Strategic Suitability product team within Wealth Management. The role supports the development, implementation, and monitoring of regulatory suitability solutions, including requirements, operating models, oversight reporting, and compliance monitoring.Must hold FINRA Securities Industry Essentials…

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