Asset Management - Firmwide Management Associate - Associate

Job Description

Working at 55ip means standing at the intersection of finance and technology—and at the cutting- edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, we’ve experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip.

Job Description

As a Management Associate within 55ip, you will work to provide comprehensive support, focusing on firmwide coordination and management. You will play a crucial role in facilitating initiatives and ensuring seamless operations across the organization. You should have experience in management support, working closely with executive leadership, and possess strong organizational and communication skills. You will be motivated, strategic, a problem solver, and an effective leader. This role is based in Boston, MA.

Job responsibilities

• Provide direct support to the senior Management Team, assisting in the coordination of firm-wide initiatives and strategic priorities.

• Coordinate and facilitate meetings for the senior Management Team, ensuring effective agenda setting, documentation, and follow-up on action items.

• Manage executive processes and presentations, ensuring materials are of high quality and proactively prepared.

• Prepare ad hoc analyses and presentations for various management meetings.

• Assist with the planning and execution of firm-wide Townhalls and events to ensure seamless execution and organizational alignment.

• Establish and manage key management processes and materials, including Management Information Systems (MIS), business, and financial reviews.

• Drive execution and successful delivery of the strategic agenda.

• Facilitate communication and collaboration across departments to ensure alignment with organizational goals.

• Assist in the planning process, including setting corporate priorities and developing strategies with key stakeholders.

Required qualifications, capabilities and skills

• Strong work ethic and a desire to work in a fast-paced environment.

• Exceptional organizational capabilities, attention to detail, and analytical skills.

• Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.

• Excellent written and verbal communication skills.

• Proficiency in Excel, PowerPoint, and LLM tools.

• Ability to work cooperatively and collaboratively with all levels of employees and management.

• Experience in management support and strategic planning in a financial services or investment management context.

• Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing

About 55ip

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax® Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​