J.P. Morgan Advisors - Business Specialist - Vice President

J.P. Morgan Advisors
- Business Specialist
- Vice President

and 1 more

• Job Identification
• Job Category Business Management
• Business Unit Asset & Wealth Management
• Posting Date 07/23/2026, 12:53 PM
• Locations 5100 Town Center Cir, Boca Raton, FL, 33486, US 277 Park Ave, New York, NY, 10172, US 1230 Avenue Of The Americas, New York, NY, 10020, US
• Job Schedule Full time
• Job Shift Day

A Business Specialist oversees the ongoing operations of the Advisor's book of business, partners with leadership and effectively manages the workflow across team members in order to streamline day-to-day operations. The ideal candidate has excellent business acumen, thinks strategically, has the ability to mentor team members and act as a liaison between management and the Advisor’s team.

Job Responsibilities:

Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management

Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients

Extensive client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies

Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions

Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base

Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services

Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.

Required qualifications, capabilities, and skills:

7 years’ experience in Financial Services industry

Strong understanding of the needs and sensitivities of clients

Ability to work in a team-based environment

Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment

Experienced in working on a team with at least two additional Sales Associate

Licenses 7 & 66 strongly preferred. Employment contingent on obtaining the necessary licenses within 180 days from start date

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…