JPMorgan Chase Wealth Management – Mortgage Business Manager – Associate in New York, New York


With client assets under supervision of $2.0 trillion and assets under management of $1.4 trillion, J.P. Morgan Asset Management (AM) is one of the largest asset and wealth managers in the world. We serve four distinct client groups globally through three businesses: institutional and retail clients through Global Investment Management (GIM), and high-net-worth and ultra-high-net-worth clients through Global Wealth Management (GWM), which includes the Private Bank and J.P. Morgan Securities. We offer global investment management in equities, fixed income, solutions, real estate, hedge funds, private equity and liquidity. We provide trust and estate, banking, and brokerage services to (ultra) high net worth clients.


The Mortgage Business Management team is a global team with a presence in New York and London that has specific responsibility for supporting the business and senior management with quantitative analysis, project planning, and execution. The Business Manager will be an individual contributor reporting to the Head of Mortgage Business Management. The role will require collaboration across functional teams, as well as Legal, Compliance, Finance, Technology, Marketing and Front Office partners to execute projects and business initiatives.

Responsibilities include but are not limited to:

  • Support the strategic planning process across various initiatives and priorities, and partner with leadership to prepare for a variety of internal presentations (business reviews for senior management, town halls, offsites, etc.)

  • Assist in sales management tasks and drive enhancements to sales management process

  • Provide project planning support, including developing project plans, documenting scope and business requirements, detailing issues and problems, etc.

  • Perform data analysis, including the collection of data from various sources, synthesizing the information, and interpreting the results

  • Present findings and recommendations in a business-friendly way that identifies issues, explains root-cause(s), details business / client impact, and identifies potential solutions

  • Provide support for BAU business activities, including updating, communicating and publishing US mortgage rates

  • Own change management activities in support of the US Mortgage Advisory team, including procedure updates and production of training materials

  • Provide implementation support, including testing of new products, tools and business requirements

  • Support various regulatory and control exercises as a business subject matter expert, including annual Risk and Control Self Assessment (RSCA) and business resiliency exercises

  • Proficient in Microsoft Access, Excel, and PowerPoint

  • Superior project management, problem-solving and time management skills

  • Experience in wealth management, private banking preferred

  • Minimum 1 to 2 years of Business Management and/or Project Management experience


  • Highly self-motivated individual with a strong solutions orientation; able to concisely articulate and explain US Mortgage product needs and solutions

  • Interpersonal skills - ability to cultivate and build strong relationships with peers and senior executives

  • Strong client needs focus

  • Independent, personable pro-active learner and listener

  • Ability to perform well in a deadline-driven, fast-paced environment

  • Comfortable operating in an environment of changing priorities; able to easily pivot from one project/focus to another

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.