Job Summary:
As the Asset Management Client Skills Training and Technology Training Associate, you will be responsible for developing, designing, and delivering a suite of training programs-including those focused on our proprietary technology platforms. You will contribute to the prioritization and execution of strategic business initiatives, and play a key role in upskilling professionals to best serve our clients and maximize the value of our technology solutions. The team covers nearly all areas of Asset Management, with a focus on Client Advisors, Investment Specialists, Client Service teams, and technology adoption.
Job Responsibilities:
- Manage project plans and timelines, coordinate logistics, and measure the success of training initiatives to drive the implementation of our Asset Management Training Strategy.
- Design and deliver training programs on proprietary technology platforms, ensuring employees are confident and proficient in using these tools.
- Support strategic initiatives and key priorities by providing insights for continuous improvement.
- Participate in collaborative initiatives with regional and global team members and managers, seeking ways to continually simplify, improve, and add value to existing business practices.
- Communicate effectively with key business partners regionally and globally to understand initiatives and drive next steps, always aiming to build scalable, consistent processes.
- Collaborate with business stakeholders and subject matter experts to design engaging training content, assessments, and workshops, ensuring content builds on foundational programs and bridges to advanced learning.
- Coordinate agendas, presentations, and follow-ups for internal forums (e.g., management meetings).
Required Qualifications, Capabilities, and Skills:
- Passion for innovation, productivity, process improvement, and helping others grow.
- Strong project management skills with attention to detail and the ability to execute multiple projects simultaneously.
- Ability to synthesize information and formulate clear, compelling presentations for Senior Management.
- Strong work ethic; self-starter with a creative, can-do attitude.
- Excellent interpersonal and communication skills, coupled with strong quantitative and analytical problem-solving abilities.
- High-level proficiency in MS Office products (PowerPoint, Excel, Word); experience with video and virtual meeting technology.
- Experience delivering technology training or onboarding for proprietary platforms, ideally in a financial services or technology-driven environment.
- Ability to translate complex technical concepts into clear, accessible training materials for diverse audiences.
- Comfort with hands-on demonstrations, troubleshooting, and supporting users in real time.
- Not required, but preferred: experience with Tableau and Large Language Models (LLMs).
ABOUT USJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAMJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking 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.
