J.P. Morgan Advisors - Associate, Business Management Training Specialist

JPMorgan Chase
Columbiana, OH Full Time
POSTED ON 5/11/2024

When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team.

As a J.P. Morgan Advisors Training Specialist, you will work in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results. You will work closely with Field Support, front office partners, and key stakeholders to identify training needs and will serve as a day to day training resource to the front office around J.P. Morgan Advisors procedures, systems, and best practices.

Job Responsibilities:

  • Assist with the creation of content and design curriculums to engage learners and promote understanding
  • Create criteria to judge learner’s performance
  • Collaborate with key stakeholders on training content
  • Analysis of source documents, data sets, or other sources to develop training content
  • Plan and execute classroom and virtual instructor-led programs as well as eLearning programs
  • Work closely with legal, risk, and compliance to ensure alignment with policy and procedures
  • Deliver training sessions nationally (virtual and onsite)
  • Facilitate training as needed for new Advisors and Advisor Support
  • Engage the front office on new tech platform and adoption
  • Work closely with the field support team to manage and troubleshoot issues
  • Support recruiting efforts through technology demos
  • Maintain collateral (Online repository of guides, one-pagers, FAQs, etc)
  • Perform periodic training for Branch Management teams to maintain business knowledge
  • Partner with Tech & Product on communication
  • Ability to work under pressure and to set deadlines in order to meet training needs
  • Perform other duties and/or special projects if needed
  • Promote a positive, inclusive and diverse work environment

Required qualifications, capabilities, and skills:

  • Bachelor's degree or equivalent experience required
  • Excellent oral and written communication skills are a must
  • Adaptable, flexible and willing to work in dynamic work environment
  • Instructional design experience in a training organization 
  • Demonstrate use of analytical skills in a training organization
  • Ability to work with staff at all levels of the organization; Domestic travel required 
  • Ability to use multiple learning methods and link appropriate methods with subject matter
  • A self-starter who possesses ability to successfully operate with limited guidance
  • Highly proficient in PowerPoint, Word and Excel
  • Proven ability to work independently and completely handle multiple responsibilities with high degree of accuracy, in a fast paced high pressure environment

Preferred qualifications, capabilities, and skills:

  • Maintain a sense of urgency and ability to prioritize and multi-task
  • Ability to get up to speed quickly with new or unfamiliar subject matter
  • Ability to take the lead in unstructured situations and ensure an optimal experience

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