Client Skills Training Program Strategy & Management Associate

JPMorgan Chase · New York City

Our Client Skills Training & Practice Management Team creates engaging training programs and impactful experiences to empower our AWM Analysts, Global Private Bank Advisors, and Sales Managers. We harness the collective power of our firm to build the elite advisors and specialists of tomorrow.

As a Training Strategy and Operations Management Associate on the Global Private Bank Client Skills Training & Practice Management team, you will manage projects across multiple training workstreams and keep them moving to completion. Reporting to the team’s COO, you will support one or more senior leaders by building and tracking project plans, running check-ins, following up on commitments, and flagging risks early. You will also support the day-to-day operations of the team and provide light program coordination where needed. This role offers broad exposure to senior leadership, a deep understanding of how our training business runs, and a strong foundation for a long-term career in project management, wealth management, or training and development.

Job responsibilities

Project management and accountability

Build and maintain project plans, timelines, milestones, and deliverables across multiple training workstreams, keeping every owner clear on what is due and when
Hold partners accountable for commitments by setting clear owners and deadlines, following up consistently, and escalating items that stall
Run regular project check-ins and working sessions; capture decisions, open questions, action items, and next steps, and send recaps the same day
Drive projects to completion by removing obstacles, chasing down inputs, and keeping partners across teams moving in the same direction

Training operations and leader support

Support one or more senior Client Skills Training leaders with meeting preparation, agendas, materials, and follow-through on key priorities
Help sort and prioritize incoming requests, gather inputs quickly, and make sure responses are timely so leaders can focus on the highest-value work
Prepare short, clear updates and summaries for leadership reviews, offsites, and team meetings

Program coordination

Partner with team members to support the execution of large-scale events, from pre-event preparation to on-the-ground support, anticipating and responding to needs before, during, and after training programs.
Assist the team on strategic projects such as designing new training formats, driving attendance, and improving operational processes.
Oversee all logistical aspects of training programs, including scheduling sessions, maintaining rosters, booking venues, arranging transportation, ordering catering, and tracking expenses.
Help monitor program budgets and expenses, process invoices, and ensure compliance with internal policies
Periodic domestic and international travel may be required

Required qualifications, capabilities, and skills

2+ years of relevant experience in project or program management, operations, business management, or a related role
B.A. or B.S. degree, or equivalent experience
Strong project management fundamentals, including comfort with project plans, status reporting, and running work across multiple stakeholders at once
Confidence to hold others accountable and drive work forward, including with senior stakeholders
Proven ability to manage multiple workstreams under demanding deadlines, with strong ownership, attention to detail, and follow-through
Strong written and verbal communication skills, with the ability to turn updates into clear actions, decisions needed, and next steps
Ability to manage competing priorities in a fast-paced environment with many partners across team

Preferred qualifications, capabilities, and skills

Experience with project management or scheduling tools; familiarity with agile or iterative ways of working
Comfort working with AI tools to speed up planning, tracking, and reporting
Experience in learning and development, training programs, practice management, or coaching for client-facing teams
Intermediate to advanced proficiency in Excel and PowerPoint, and comfort producing polished, leadership-ready materials
Demonstrated ability to improve and simplify processes and ways of working
Strong relationship-building skills and ability to collaborate across regions, functions, and seniority levels
Experience with event coordination or program logistics

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

This Senior Associate role sits at the center of the Client Skills Training & Practice Management organization, enabling our Global Head and COO to execute the highest-priority business initiatives that shape how AWM Analysts, Global Private Bank Advisors, and Sales Managers are developed. You will drive operating cadence, executive communications, and leadership-ready materials with precision and urgency. If you bring strong judgment, thrive in a fast-paced environment, and enjoy connecting dots across stakeholders to turn strategy into action, this role is for you.

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