Wealth Management, Content & Document Tool Support, Associat

at JPMorgan Chase in Newark, Delaware, United States

Job Description

Our Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.


As a member of the AWM Ops Content & Document Support team, you will be supporting various tools related to the document lifecycle. This role will primarily focus on providing technical assistance and support relating to the document suite of tools, coordinating training & communications for system ehnancements and tool administration.

The role will also requires additional project management activities like tracking, monitoring, and participation of the full agile project life cycle (requirements, UAT and implementation) for ICM (Intelligent Contract Management). This role will also assist in capturing requirements from stakeholders, creation of JIRA stories, planning and prioritizing stories in sprints and managing testing (writing and executing test scripts). Collaborative partnership with the impacted technology, legal and operations teams will be essential to ensure the success of each enhancement, ensuring completeness of business requirements, clear understanding of operational impacts and resolution of operational issues related to the requirements raised.

Roles and Responsibilities

+ Answering inquiries and addressing user issues in a timely and professional manner.

+ Growing into an SME who can provide clear direction and vision to the technology partners and stakeholders

+ Combine knowledge of what the business wants with knowledge of how the systems are built and create a business proposition across cross functional areas

+ Assist with the planning and prioritization of Product JIRA backlog

+ Support end to end User Acceptance Testing process

+ Implement KPI’s to manage and improve the service

+ Coordinate and conduct system training

+ Perform various system administration duties

+ Partner with the Doc Solutions Product Owners to continuously improve our platforms and capabilities


+ 3 to 5 years of experience within a financial services organization, exposure to any Regulatory or compliance product is a plus

+ Independently lead and drive initiatives to completion and manage risks/issues

+ Must have experience writing business requirements and grooming user stories with technology partners

+ Prior Project Managements and test management experience

+ Working knowledge of Jira, MS Excel (Pivot tables, v-lookups) and PowerPoint

+ Bachelor in Business Administration, Finance, Computer Science, MIS, or Information Management or equivalent preferred

Desired Skills

+ Strong communication and presentation skills, leadership skills, ability to drive the stakeholders to determine the Requirements.

+ Excellent organizational skills, time management skills, sharp analytical and problem-solving skills

+ Attention to detail and ability to work independently

+ Strong interpersonal and relationship building skills

+ Demonstrate problem solving and decision making skills

+ Ability to perform in a fast paced environment with tight deadlines

+ A team player and adaptable to changing environment

+ Experienced in creating presentations for senior management

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

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm’s vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans

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Job Posting: JC194033592

Posted On: Oct 04, 2021

Updated On: Dec 07, 2021