JPMC
The ConnectWealth Platform Specialist serves as a subject matter expert for the Unified Managed Account platform, delivering its value proposition to enhance advisor productivity and drive adoption across the Global Private Bank and US Wealth Management businesses. This role involves designing and delivering training, providing insights to optimize the advisor experience, and partnering with advisors on new features and complex client situations. The position is a critical component of a high-profile program aimed at transforming the operating model for managed accounts with strong senior leadership support.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
43% above the average for this role