Description

The JPMorgan Wealth Management Statements & Tax reporting team defines and executes on the strategy for 3 client facing reporting products that impact 5+ million investment account holders, delivers over 45 million client documents and drives an investment budget of approximately $15 million dollars annually spread across 4 distinct technology teams covering more than 10 scrum teams.

As the Product Associate on the Performance Statements and Tax Products team, you will work closely with each area product owners, delivery managers and stakeholder and legal risk and control partners lead all aspects of disclosure and client communications delivered through Wealth Management investment account statements and quarterly performance reports; driving governance, and operational excellence while collaborating with senior executives across the bank.

Job Responsibilities:

• Work closely with legal, compliance, lines of business, and other product teams for new disclosure intake and refinement.
• Finalize disclosure language, using sound judgment to provide the best client experience.
  Draft, plan, execute, and document statement messages; follow up with stakeholders for review and approvals.
• Closely partner with operations for disclosure and insert implementation.
• Document and prioritize new disclosure distribution requests, including new targeting criteria.
• Work closely with servicing and communication teams to review and finalize quarterly performance report inserts.
• Collaborate with multiple technology teams to ensure smooth processing of quarterly performance reports.
• Partner with servicing and print fulfillment teams to coordinate production as needed and ensure quality control checkpoints approved and documented
• Conduct annual reviews of performance report and investment statement disclosures with legal, compliance, lines of business, controls, and other product teams to ensure disclosures remain evergreen.
• Create and refine robust controls to ensure proper oversight of the disclosure process.
• Take ownership of self-development, including stretch assignments to prepare for greater responsibilities and career growth; proactively seek opportunities for continued learning.

Required qualifications, capabilities, and skills

• Bachelor's Degree
• 1-3 years in financial services industry
• Proficient to advanced experience with Excel, PowerPoint and Word
• Self-starter with ability to drive on own
• Exceptional verbal and written communication skills
• Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
• Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities, including compliance, due diligence, legal, marketing, operations, risk, sales and technology
• Series 99 License or to be obtained within 120 days.

Preferred qualifications, capabilities, and skills

• Solid understanding of FINRA statement regulations
• Experience with brokerage account statements preferred

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

\n 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.\n
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\n We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.\n