J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Wealth Management Operations service center is responsible for meeting the day to day service needs for the Chase Wealth Management Advisor and Client Service Centers as well as the Private Bank and J.P. Morgan Securities no-advice desks.
As a member of the Wealth Management Operations Training Team the service center trainer/instructional designer is responsible for all training and knowledge management needs for the group. The individual will contribute to the broader Client Service training agenda. He / She will be responsible for new hire, skill enhancement and initiative-specific training programs.
This position is responsible for the design, development, implementation, and performance support of service center learning initiatives. This position partners closely with management and subject matter experts to provide high quality customized training solutions and course development.
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