Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management (AWM) is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset, and money market funds. For individual investors, the business also provides annuity and life insurance, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.
Role Summary
The Life Insurance & Annuity Associate will support the Product Owners for implementation and product roll-out of Life Insurance and Annuity business across Lines of Business. Through partnership with the business, advisors, product and senior leaders, the Life Insurance & Annuity Product Associate will partner across multiple initiatives/functions in effort to align priorities ensuring successful execution of the Insurance & Annuities business.
Want more jobs like this?
Get Data and Analytics jobs in New York, NY delivered to your inbox every week.
Job Responsibilities
- Support all aspects of the Life Insurance and Annuity Business across the Lines of Business
- Work with Life Insurance and Annuity team to understand business needs, define the product roadmap, vision, development, execution, risk management, and business growth targets
- Support implementation of operating model and process/system evolution across both products - documenting processes, and re-defining the user and client experience
- Facilitate change-management and syndication discussions with key stakeholders from each product
- Develop, establish, and maintain best practices across functional groups and product groups
- Partner with Legal, Risk, Compliance & Supervision and governance to ensure policy and procedures are consistently up-to-date
Required qualifications, skills and capabilities
- 3 years of experience or equivalent expertise in financial services, insurance related experience and/or wealth management
- Excellent communication, presentation and data analytical skills
- Ability to work with large data sets to pull trends and insights, and provide regular reporting to senior stakeholders
- Demonstrates initiative, energy and confidence completing projects with limited supervision
- Structured thinker, effective communicator with excellent written communication skills and high attention to detail
- Ability to make interpersonal connections, foster relationships, and effectively partner with all levels of an organization, from senior management to vendor participants
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 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.