Platform Specialist, ConnectWealth Wealth Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-16
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-03-16
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: New York
A leading financial services firm is seeking a Connect Wealth Platform Specialist to enhance Advisor productivity through a new Unified Managed Account platform. You will provide training, optimize user experience, and drive adoption of the platform. Ideal candidates have at least 2 years in the financial services industry with strong analytical and communication skills. Proficiency in MS Office tools is preferred.
This role offers a chance to be part of a transformative program with senior leadership support.
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