JOB DESCRIPTION

Help shape how a premier wealth management business invests, grows, and performs. In this role, you will turn complex expense and headcount dynamics into clear insights leaders can act on, quickly and confidently. You will sit at the center of forecasting, reporting, and performance management, partnering closely with Finance, Functional Chief Financial Officer teams, and business leadership. You will also help modernize core processes through transformation and automation, including artificial intelligence-enabled tools.

Job Summary

As a/an Senior Associate in J.P. Morgan Wealth Management Finance, you will partner with Finance and business leaders to deliver forecasting, reporting, and performance management that informs decisions and strengthens accountability. You will own core expense processes across forecasting, month-end close, budgeting, and stress testing, and you will help leaders understand what is driving results and what actions matter most. You will join a business that includes Chase Wealth Management, J.P. Morgan Advisors, and Self-Directed Investing, with over $1 trillion in assets under supervision and approximately 6,300 advisors across 5,000 United States branches and select offices.

Job Responsibilities

• Partner with Finance, Functional Chief Financial Officer teams, and business leadership to deliver forecasting, reporting, and performance management.
• Own core expense processes, including forecasting, month-end close, budgeting, and stress testing deliverables.
• Lead centralized headcount forecasting across J.P. Morgan Wealth Management and ensure alignment to business plans and constraints.
• Deliver monthly financial reviews that clarify drivers of performance, key variances, and decision points for leaders.
• Strengthen non-compensation expense reporting by coordinating closely with offshore colleagues and improving data quality and timeliness.
• Prepare executive-ready materials and narratives for senior stakeholders, balancing precision with clarity.
• Analyze variances versus forecast and budget, isolate root causes, and recommend corrective actions and trade-offs.
• Coordinate inputs across stakeholders to ensure a controlled, auditable forecasting and budgeting process with clear ownership.
• Support transformation efforts that streamline processes and improve productivity, including applying artificial intelligence-enabled tools where appropriate.
• Monitor key expense and headcount trends, identify emerging risks and opportunities, and escalate issues with practical mitigation options.
• Improve reporting processes and operating cadence by documenting procedures, standardizing outputs, and reducing manual effort.

Required qualifications, capabilities, and skills

• Two years of relevant finance experience supporting forecasting, reporting, budgeting, or performance management.
• Demonstrated experience with expense forecasting, headcount forecasting, and budgeting.
• Demonstrated experience with month-end close processes and variance analysis.
• Ability to synthesize financial results into clear, decision-oriented narratives for senior stakeholders.
• Experience using Essbase and Dodeca, or comparable planning and reporting tools.
• Advanced Microsoft Excel skills, including building and maintaining structured models.
• Advanced PowerPoint skills, including creating executive-ready storylines and visuals.
• Strong analytical and problem-solving skills with attention to detail and data integrity.
• Strong communication and stakeholder management skills, including the ability to influence across teams.
• Strong organization and time management skills to manage multiple deliverables and deadlines.
• Bachelor's degree.

Preferred qualifications, capabilities, and skills

• Experience using Databricks, Alteryx, or Tableau for data preparation, analytics, or visualization.
• Experience supporting stress testing or scenario analysis for expense and headcount plans.
• Experience partnering with offshore teams to deliver reporting outputs and drive process improvements.
• Experience improving finance processes through automation or artificial intelligence-enabled tools.
• Experience supporting a wealth management or broader financial services business with distributed field leadership.
• Experience leading or supporting transformation initiatives that reduce cycle time and improve control and transparency.
• Experience operating in a complex, matrixed environment with multiple senior stakeholders and competing priorities.

ABOUT US

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

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.