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JPMorgan Wealth Management - Program Specialist - Advisor Development - Associate
JPMorgan Wealth Management - Program Specialist - Advisor Development - AssociateChase • Columbus, OH, US
JPMorgan Wealth Management - Program Specialist - Advisor Development - Associate

JPMorgan Wealth Management - Program Specialist - Advisor Development - Associate

Chase • Columbus, OH, US
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  • [job_card.full_time]
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Program Specialist

The Program Specialist is responsible for supporting the overall program operations of the Advisor Growth Program. The Program Specialist will assist in the execution of national training by ensuring participants progress through the framework with a consistent experience. This role will also partner closely with multiple members of the team expanding from field execution to program coordination.

Core Responsibilities :

  • Partner closely with onboarding and field leadership to prepare participants for the new hire framework
  • Execute daily / weekly / monthly routines through calendar management, participant / stakeholder communications and reporting
  • Address incoming stakeholder and participant inquiries regarding program operations and experience
  • Create and maintain monthly schedule of milestone activities and deliverables
  • Monitor participant progress through monthly milestones, learning sessions and communicate completion of required activities
  • Execute participant and stakeholder scorecards
  • Manage participant progress within the program
  • Support overall program operations and initiatives
  • Optimize existing processes to enhance efficiency

Qualifications :

  • 3-5 years broad business experience, preferably in the wealth management industry
  • 1+ years of experience in program, product or project management experience preferred
  • Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
  • Advanced knowledge in Alteryx and Tableau
  • Ability to multi-task and adapt to changing priorities
  • Exceptional attention to detail
  • Ability to identify opportunities and implement solutions based on program priorities
  • Proven leadership experience and ability to effectively partner with others
  • Exceptional written skills and strong executive communications experience

    • Education :

  • Bachelor's degree, preferred
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