JPMorgan Chase Wealth Management Technology Product Specialist, Business Technology Optimization Team - Bilingual Spanish / Portuguese in Miami, Florida

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


This role requires a wide variety of strengths and capabilities, including:

  • Must be fluent in Spanish and Portuguese (preferred)

  • 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

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