JPMorgan Chase & Co.

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User Engagement & Training Specialist

at JPMorgan Chase & Co.

Posted: 3/9/2019
Job Status: Full Time
Job Reference #: 190016753

Job Description

Our Asset and Wealth Management division isdriven by innovators like you who are driven to create technology solutionsthat make us work more efficiently and help our businesses grow. It's ourmission to efficiently take care of our clients' wealth, helping them get, andremain properly invested.  Across 27cities, our team of 4,600 agile technologists thrive in a cloud-nativeenvironment that values continuous learning using a data-centric approach indeveloping innovative technology solutions.

The Business Technology Optimization (BTO) team plays a key role in enabling the Global Wealth Management business to achieve its revenue objectives by providing leadership, engagement and optimization of all digital business applications and platforms. The team is aligned, co-located, and dedicated to specific Wealth Management business groups with the goal of transforming the user experience in order to drive profitability, through awareness and engagement of our new technology platforms.

As part of the BTO team you will be expected drive positive change through awareness and adoption of the technology solutions available. As a technology product specialist, you will be expected to take ownership of a group of clients, consisting of front-office wealth management professionals. Your role will be to guide them on their daily journeys through the use of new proprietary technology, and educate them on its benefits. The ideal candidate for this role has experience as a client-facing wealth management professional such as a banker, investor or financial advisor, and has a deep understanding of their day-to-day functions. Moreover, this candidate should have a keen interest in technology with the drive to become a subject matter expert. A successful candidate is passionate about technology and wealth management and who is a motivated self-starter. This person will ultimately drive full adoption of the new technology platforms across their client coverage universe.
Key Responsibilities

  • Own the day-to-day individual relationships with assigned clients
  • Responsible for teaching assigned clients how to best complete theirwork using the technology solutions available for the purpose
  • Initiate and deliver ad hoc individual client training leveragingknowledge of their business focus
  • Proactively recommend optimized technology solutions when and whereappropriate
  • Facilitate client interactions using Adobe Connect, Webex, Skype, orother virtual communication tools, whenever in person interaction is notpossible
  • Accountable for achieving given performance targets
  • Continuously enhance your personal training instructional delivery andpresentation skills
  • Responsible for the timely and appropriate reporting of actual andsuspected technology solution defects
  • Responsible for the timely and appropriate reporting of trainingcontent defects


  • Ability to recognize, and communicate, ways to leverage technologies to enhance business practice, efficiency, time management, and communication systems
  • Wealth Management business experience — prior training experience, or experience working as, or closely with, front office professionals is preferred (financial/client advisor, investor, banker, etc.)
  • Ability to present with impact, and facilitate in-person, and virtual learning sessions
  • Excellent oral and written communication skills — demonstrated ability to communicate clearly and concisely
  • Strong time management, organization, and presentation skills
  • Must be detail-oriented, flexible, self-directed, and able to work independently
  • Bachelor's Degree

When youwork at JPMorgan Chase & Co., you're not just working at a global financialinstitution. You're an integral part of one of the world's biggest techcompanies. In 14 technology hubs worldwide, our team of 40,000 technologistsdesign, build and deploy everything from enterprise technology initiatives tobig data and mobile solutions, as well as innovations in electronic payments,cybersecurity, machine learning, and cloud development. Our $9.5B annualinvestment in technology enables us to hire people to create innovativesolutions that will not only transform the financial services industry, butalso change the world. 


At JPMorgan Chase& Co. we value the unique skills of every employee, and we're building atechnology organization that thrives on diversity.  We encourage professional growth and careerdevelopment, and offer competitive benefits and compensation.  If you're looking to build your career aspart of a global technology team tackling big challenges that impact the livesof people and companies all around the world, we want to meet you.