JPMorgan Chase Wealth Management, Training Manager, Associate in Newark, Delaware

Business Description

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

The Client Data Management & Reporting Team is made up of highly dedicated individuals who are responsible for the production of client statements and other mailings, document management, and updating and remediation of client account data and hierarchies for Private Banking Client accounts and relationships. The team interacts with a variety of internal groups including, but not limited to the Account Initiation Group (AIG), SDI Middle Office, Client Services and several front office partners within the firm. As a Training Specialist you will assist with creating or leveraging training materials that deliver the team’s training agenda. You will help facilitate training via multiple channels and toolkits.


  • Produce training materials ensuring consistency, branding, and quality

  • Ability to motivate, and train talent to deliver the training agenda

  • Leverage new and innovative training tools creating multiple channels for instruction

  • Create periodic evaluations reporting that assess program value and effectiveness of taught skills applied through work behavior

  • Produce training materials and individual instruction for new applications, products and systems used by the team


  • Proficiency in MS Office specifically SharePoint and in database software

  • BS degree in Education, Training or related field

  • Proven experience instructing for multiple training events in a corporate setting

  • Extensive knowledge of learning principles

  • Sound decision making and organizational skills

  • Ability to present complex information to a variety of audiences

  • Adequate knowledge of learning management software

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.