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Wealth Management - CWM Operations, Learning - Associate

Req #: 180011909
Location: San Antonio, TX, US
Job Category: Asset Management
Job Description:

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.


  • Utilize learning industry software to build interactive and robust courses in a variety of formats including virtual, e-learning, telepresence, and classroom
  • Use storyboards, graphics, audio and video files, interactivity, and animations to construct courseware
  • Facilitate new hire, skill enhancement and initiative-specific training programs with audiences ranging from individual contributors to managers
  • Conduct needs assessments with internal clients to identify performance gaps and implement solutions tailored to the stakeholders’ training requirements through focus groups, workshops, surveys, and individual interviews
  • Manage new hire onboarding and licensing registration process from start date to training and securities registration completion
  • Design and maintain new hire, skill enhancement and initiative-specific training programs
  • Manage multiple training program development projects ranging up to high complexity/high impact
  • Coordinate training sessions with internal business partners, includes details such as location, logistics, set-up, and materials
  • Coaching of new hire trainees. 
  • Responsible for learning@jpmc LMS administration including adding courses to database, managing attendance, performing evaluations
  • Analyze data from a variety of sources and compile reports to track new hire onboarding and learner progress through their assigned training plan
  • Examine course feedback and metrics to assess training participation, effectiveness, and ensure that appropriate outcomes/improvements have been attained
  • Troubleshoot technical issues related to courses, sites, LMS, and telepresence units
  • Previous CWM brokerage service center operations experience required
  • Series 7 & 66 required
  • Strong Microsoft Office skills – Word, Excel, Access, PowerPoint
  • Demonstrates outstanding facilitation, oral and written communication skills
  • Excellent instructional design and development skills
  • Ability to work flexibly and independently to manage multiple priorities and responsibilities
  • Capability to effectively interact at all levels in the organization and collaborate with global partners
  • Exceptional problem-solving and decision making skills
  • Some travel required
  • Experience with Learning Management Systems
  • Proficiency with course development software such as Adobe Captivate and Articulate Storyline
  • Prior experience in media editing software including Adobe Photoshop, Adobe Illustrator, and Adobe Audition
  • Prior project management experience
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