• ConnectWealth , Advisor

    JPMorgan Chase (Newark, DE)
    As a ConnectWealth Advisor Engagement & Platform Specialist, you will support the adoption of our new strategic Unified Managed Account platform for ... PowerPoint & other data-visualization tools for reporting. + Prior experience in advisor platform support, product management, or operations within wealth… more
    JPMorgan Chase (03/13/25)
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  • Wealth Management, ConnectWealth

    JPMorgan Chase (New York, NY)
    As a Vice President and ConnectWealth Platform Specialist, you will support the delivery of our new strategic Unified Managed Account platform for the Global ... assist in launching new capabilities to the salesforce, communicating the value of platform features to enhance Advisor productivity, and supporting the adoption… more
    JPMorgan Chase (02/24/25)
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