Location
New York
Job Type
Full-time
Posted
July 18, 2026
Job Description
As a **ConnectWealth Platform Specialist** , you will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors businesses, representing in excess of $640 billion in AUM across 900k accounts. Platform specialists will be responsible for launching new capabilities to the salesforce, delivering the value prop of the platform features & capabilities to enhance Advisor productivity, and driving adoption and proficiency in new digital platform toolkit via practice management strategies. The Connect Wealth Program is high profile and spans across multiple lines of business and functions. The goal of the Program is to transform the operating model for managed accounts and implement an intuitive technology platform that supports complex unified managed account strategies. This is a top priority change managem...
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