JPMorgan Chase & Co.
J.P. Morgan Wealth Management - Vice President, Wealth Management Solutions
JPMorgan Chase & Co., New York, New York, us, 10261
The mission of J.P. Morgan Wealth Management’s (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.
The I&A Team is seeking a dynamic Vice President to join our Advisory Specialists group. This role is crucial in driving the development and enhancement of J.P. Morgan Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio (JPMCAP), Strategic Investment Services (STRATIS), Investment Counseling Service (ICS), and Unified Managed Account (UMA).
Job Responsibilities
Deliver exceptional client service while driving commercial growth within the JPMA Advisory business.
Provide comprehensive guidance to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services.
Develop deep expertise in program guidelines to effectively address advisor inquiries and needs.
Serve as the primary liaison between JPMA and Centralized Due Diligence (CDD), identifying platform gaps and supporting Advisors in making informed decisions regarding advisory program products.
Contribute to the strategic development of Advisory Programs, ensuring alignment with organizational goals.
Required Qualifications, Capabilities and Skills
Bachelor's Degree
Strong knowledge of Asset Allocation and Portfolio Construction
SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
8+ years in financial services industry with 6+ years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured Derivatives)
Self- starter with the ability to advance on own.
Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities.
Exceptional verbal and written communication skills.
Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment.
Preferred qualifications, capabilities, and skills
CFA is preferred.
Sales background is preferred.
Experience in Portfolio Construction and Risk management of portfolios
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The I&A Team is seeking a dynamic Vice President to join our Advisory Specialists group. This role is crucial in driving the development and enhancement of J.P. Morgan Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio (JPMCAP), Strategic Investment Services (STRATIS), Investment Counseling Service (ICS), and Unified Managed Account (UMA).
Job Responsibilities
Deliver exceptional client service while driving commercial growth within the JPMA Advisory business.
Provide comprehensive guidance to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services.
Develop deep expertise in program guidelines to effectively address advisor inquiries and needs.
Serve as the primary liaison between JPMA and Centralized Due Diligence (CDD), identifying platform gaps and supporting Advisors in making informed decisions regarding advisory program products.
Contribute to the strategic development of Advisory Programs, ensuring alignment with organizational goals.
Required Qualifications, Capabilities and Skills
Bachelor's Degree
Strong knowledge of Asset Allocation and Portfolio Construction
SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
8+ years in financial services industry with 6+ years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured Derivatives)
Self- starter with the ability to advance on own.
Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities.
Exceptional verbal and written communication skills.
Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment.
Preferred qualifications, capabilities, and skills
CFA is preferred.
Sales background is preferred.
Experience in Portfolio Construction and Risk management of portfolios
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