Training & User Engagement Specialist - J.P. Morgan - City of London - Wizbii

Training & User Engagement Specialist

  • By J.P. Morgan
  • City of London (United Kingdom)
  • Bachelor's Degree
  • Finance / Management Control

Job description

The Business Technology Optimization (BTO) team plays a key role in enabling the Global Wealth Management business 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 product affinity across our technology platforms.


As part of the BTO team you will be expected to have fun, collaborate, and most of all, to commit to driving positive change through awareness and adoption, of the technology solutions available to ultimately optimize front office client services and support talent, and success.


Key Responsibilities

Own the day-to-day individual relationships with assigned clients

Responsible for teaching assigned clients how to best complete their work using the technology solutions available for the purpose

Initiate and deliver ad hoc individual client training leveraging knowledge of their business focus

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 performance 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


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

Bachelor’s Degree

J.P. Morgan serves one of the largest client franchises in the world. Our clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.5 trillion.  The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase serves millions of clients and consumers under its J.P. Morgan and Chase, and WaMu brands.



J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.

J.P. Morgan is an Equal Opportunity Employer.
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