Wealth Management Advisory Solutions, Vice President - New Advisory Investment Capabilities

Job Description

We are looking to add a VP, New Advisory Investment Capabilities to Wealth Management Advisory Solutions. Wealth Management Advisory Solutions (WMAS) is responsible for the management and / or implementation for close to $1trillion of assets across various lines of business and programs, including Chase Wealth and the Private Bank.

As we look to scale our wealth advisory business and grow the assets under management, it is critical to transform and innovate the capabilities we are able to offer and support, achieving greater efficiency, reducing risks and ultimately delivering greater value add services to advisors and clients.

The individual who steps into this role will work with WMAS Leadership to build new capabilities for the future by developing and executing a roadmap to deliver clear outcomes.

The individual will work closely with the WMAS Chief Commercial Officer and Head of New Advisory Investment Capabilities to manage multiple transformation and renovation projects across the team.

We are looking for an individual who can deeply understand the strategic goals of the organization and is skillful at managing and driving complex, multi-team workstreams to accomplish those goals.

This role requires aptitude for project management, curiosity and openness to learning, and a desire for pursuing radical improvements.

Job Responsibilities

• Assist in developing strategy and vision to building platform for the future
• Manage discovery efforts to uncover solutions and integrate them into the roadmap
• Develop the new capabilities roadmap in concert with WMAS Leadership
• Create and Project Manage Strategic Plan
• Create granular project plan with clear milestones, key deliverables and success metrics
• Execute project plan across multiple teams; day to day project management of strategic plan
• Track the key success metrics across the transformation plan.
• Execute the Go-To-Market Plan for New Capabilities

Required Qualifications, Skills and Capabilities

• 4+ years of experience or equivalent expertise in financial services, preferably in wealth management or investments organizations
• 4+ years of experience in complex project management, transformation projects, technology applications, or equivalent expertise
• Ability to synthesize information to formulate a message for Senior Management
• Prior experience creating high quality presentations used for executive level management communication and transparency into program strategy and progress
• Understands broad-ranging information and new concepts quickly and able to distil into key points
• Strong written and verbal communication skills and ability to communicate to senior stakeholders
• Strong organization skills and attention to detail
• Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers

About Us

JPMorgan Chase & Co., 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.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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.