Job Description

Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. The platform includes Family Engagement & Governance, Family Lifestyle, and Outsourced Family Office offerings. Associates help deliver these services by supporting client education, business development, and coordination with advisors and internal partners, ensuring families receive comprehensive support for their unique needs and goals. Family Engagement & Governance Family Lifestyle Outsourced Family Office

We are seeking a highly motivated and versatile Family Wealth Services Associate to join our Ultra High Net Worth Strategy team at J.P. Morgan Wealth Management. This role is central to supporting our Family Wealth Services platform designed to deliver exceptional experiences and solutions to ultra-high-net-worth clients and their families.

As the Family Wealth Services Associate youwill work closely with senior leaders, financial advisors, and cross-functional partners to deliver customized client engagements, drive business development, and facilitate strategic initiatives across the platform.

Job Responsibilities

Serve as a generalist and ambassador for the Family Wealth Services platform, able to articulate offerings in Family Engagement & Governance, Family Lifestyle, and Outsourced Family Office to advisors, regional leadership, and clients.

• Support strategy and execution for business development initiatives, including client education, platform enhancements, and partnership opportunities.
• Partner with Legal, Risk, Controls, and Compliance (LRCC) teams to ensure adherence to policies, procedures, and regulatory requirements.
• Assist in the development and maintenance of internal reference materials, client-facing content, and program metrics.
• Contribute to special projects, strategic initiatives, and event management as needed.
• Build and maintain relationships with partners across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, Lending, etc.

Required qualifications, capabilities, skills

• Bachelor’s degree
• A minimum of 2 years of relevant work experience post-graduation
• Superior multi-tasking, organizational, and project management skills
• Detail-oriented, responsive, and proactive in managing client and business needs
• Strong communication, presentation, and relationship-building skills
• Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)

Preferred qualifications, capabilities, skills

• Experience in client engagement, specifically, supporting ultra-high-net-worth clients

• Familiarity with wealth management platforms, products, and services

• Ability to work collaboratively across teams and with senior leaders

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