J.P. Morgan Wealth Management - Expense Finance Senior Associate

Help shape how a premier wealth management business invests, grows, and performs. In this role, you will turn complex expense and headcount dynamics into clear insights leaders can act on, quickly and confidently. You will sit at the center of forecasting, reporting, and performance management, partnering closely with Finance, Functional Chief Financial Officer teams, and business leadership. You will also help modernize core processes through transformation and automation, including artificial intelligence-enabled tools.

Job Summary

As a/an Senior Associate in J.P. Morgan Wealth Management Finance, you will partner with Finance and business leaders to deliver forecasting, reporting, and performance management that informs decisions and strengthens accountability. You will own core expense processes across forecasting, month-end close, budgeting, and stress testing, and you will help leaders understand what is driving results and what actions matter most. You will join a business that includes Chase Wealth Management, J.P. Morgan Advisors, and Self-Directed Investing, with over $1 trillion in assets under supervision and approximately 6,300 advisors across 5,000 United States branches and select offices.

Job Responsibilities

• Partner with Finance, Functional Chief Financial Officer teams, and business leadership to deliver forecasting, reporting, and performance management.
• Own core expense processes, including forecasting, month-end close, budgeting, and stress testing deliverables.
• Lead centralized headcount forecasting across J.P. Morgan Wealth Management and ensure alignment to business plans and constraints.
• Deliver monthly financial reviews that clarify drivers of performance, key variances, and decision points for leaders.
• Strengthen non-compensation expense reporting by coordinating closely with offshore colleagues and improving data quality and timeliness.
• Prepare executive-ready materials and narratives for senior stakeholders, balancing precision with clarity.
• Analyze variances versus forecast and budget, isolate root causes, and recommend corrective actions and trade-offs.
• Coordinate inputs across stakeholders to ensure a controlled, auditable forecasting and budgeting process with clear ownership.
• Support transformation efforts that streamline processes and improve productivity, including applying artificial intelligence-enabled tools where appropriate.
• Monitor key expense and headcount trends, identify emerging risks and opportunities, and escalate issues with practical mitigation options.
• Improve reporting processes and operating cadence by documenting procedures, standardizing outputs, and reducing manual effort.

Required qualifications, capabilities, and skills

• Two years of relevant finance experience supporting forecasting, reporting, budgeting, or performance management.
• Demonstrated experience with expense forecasting, headcount forecasting, and budgeting.
• Demonstrated experience with month-end close processes and variance analysis.
• Ability to synthesize financial results into clear, decision-oriented narratives for senior stakeholders.
• Experience using Essbase and Dodeca, or comparable planning and reporting tools.
• Advanced Microsoft Excel skills, including building and maintaining structured models.
• Advanced PowerPoint skills, including creating executive-ready storylines and visuals.
• Strong analytical and problem-solving skills with attention to detail and data integrity.
• Strong communication and stakeholder management skills, including the ability to influence across teams.
• Strong organization and time management skills to manage multiple deliverables and deadlines. 
• Bachelor’s degree.

Preferred qualifications, capabilities, and skills

• Experience using Databricks, Alteryx, or Tableau for data preparation, analytics, or visualization.
• Experience supporting stress testing or scenario analysis for expense and headcount plans.
• Experience partnering with offshore teams to deliver reporting outputs and drive process improvements.
• Experience improving finance processes through automation or artificial intelligence-enabled tools.
• Experience supporting a wealth management or broader financial services business with distributed field leadership.
• Experience leading or supporting transformation initiatives that reduce cycle time and improve control and transparency.
• Experience operating in a complex, matrixed environment with multiple senior stakeholders and competing priorities.