Technology Product Specialist
Posted on: November 20, 2018
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 ---Create excitement around new technology using exceptional communication skills and technology knowledge ---Consistently keeping up-to-date with new tech product enhancements ---Initiate and deliver in-person individual and classroom style client training leveraging knowledge of their business focus and with the goal of driving clients to become adopters of new technology ---Own the day-to-day individual relationships with assigned clients ---Responsible for teaching assigned clients how to best complete their work using the new technology solutions available for the purpose ---Proactively recommend optimized technology solutions when and where appropriate ---Facilitate client interactions using Adobe Connect, Webex, Skype, or other virtual communication tools, whenever in person interaction is not possible ---Accountable for achieving given adoption targets ---Continuously enhance your personal training instructional delivery and presentation skills ---Responsible for the timely and appropriate reporting of actual and suspected technology solution defects ---Responsible for the timely and appropriate reporting of training content defects The Private Bank at J.P Morgan is part of J.P Morgan Asset Management (AM). We are one of the largest asset and wealth managers in the world. We serve four distinct client groups through four businesses: institutions and retail clients through J.P Morgan Asset Management; ultra high net worth clients through the Private Bank; and high net worth clients through Private Wealth Management and J.P Morgan Securities. Our clients include institutions, retail investors and high net worth individuals in every major market throughout the world. We offer global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. We provide trust and estate, banking, and brokerage services to high net worth clients, and retirement services for corporations and individual clients through the Private Bank; and high net worth clients through Private Wealth Management and J.P Morgan Securities. Our clients include institutions, retail investors and high net worth individuals in every major market throughout the world. We offer global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. We provide trust and estate, banking, and brokerage services to high net worth clients, and retirement services for corporations and individuals. J.P Morgan Chase & Co. is a leading global financial services firm, with assets of $2.0 trillion, and operations in more than 100 countries. We are a leader in asset management, investment banking, private banking, treasury and securities services, and financial services for consumers, small business, and commercial banking. Our broad global platform and strength enable us to create long-lasting value for our clients. A component of the Dow Jones Industrial Average, J.P Morgan Chase serves millions of consumers in the United States and many of the world's most prominent corporate, institutional, and government clients under its J.P Morgan and Chase brands. More information about the firm is available at . This role requires a wide variety of strengths and capabilities, including: ---BS/BA degree or equivalent experience ---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 Technology Product Specialist
Keywords: JPMorgan., White Plains , Technology Product Specialist, IT / Software / Systems , Brooklyn, New York
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