Job Description
Job Summary
As a part of Investment Solutions, our team is responsible for the onboarding and management of traditional investments, including mutual funds (MFs), exchanged-traded funds (ETFs), and separately managed accounts (SMAs) to the U.
S. Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms. You will lead a high performing team, establishing direction in line with our broader strategic vision, maintaining oversight over the team's activities, providing ongoing support, promoting business results, fostering collaboration and inclusivity, and coaching for professional development.
is responsible for the onboarding and management of traditional investments, including mutual funds (MFs), exchanged-traded funds (ETFs), and separately managed accounts (SMAs) to the U.
S. Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms. We manage a diverse suite of over 5,000 investment products across these client channels in discretionary, advisory, full-service brokerage, and self-directed brokerage capacities.
Our team cultivates and manages relationships with an array of investment management firms, from boutique asset managers to some of the largest global investment managers, in order to deliver solutions that meet the needs of our clients.
We drive strategic initiatives to ensure our platforms and product suite are continually competitive, expanding in line with the firm's investment views, and evolving with the industry and regulatory landscape.
Our teams of Advisors deliver advice, solutions, and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our teams of specialists work seamlessly to help our clients achieve their financial goals and aspirations.
Our Team
As a part of Investment Solutions, our team is responsible for the onboarding and management of traditional investments, including mutual funds (MFs), exchanged-traded funds (ETFs), and separately managed accounts (SMAs) to the U.
S. Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms. We manage a diverse suite of over 5,000 investment products across these client channels in discretionary, advisory, full-service brokerage, and self-directed brokerage capacities.
Our team cultivates and manages relationships with an array of investment management firms, from boutique asset managers to some of the largest global investment managers, in order to deliver solutions that meet the needs of our clients.
We drive strategic initiatives to ensure our platforms and product suite are continually competitive, expanding in line with the firm's investment views, and evolving with the industry and regulatory landscape.
Responsibilities
This Vice President will manage a team responsible for the onboarding and management of MFs, ETFs, and SMAs in the U.S. Private Bank, Chase Wealth Management, and J.
P. Morgan Advisors platforms.
- Delivering new investment products to these client channels
- Negotiating with investment managers to secure competitive commercial terms for new products
- Overseeing the negotiation and execution of legal agreements with investment managers
- Managing the suite of traditional investments already available in our U.S. client channels to ensure we continually offer competitive terms and product access, evolve the availability of products based on due diligence views, and address potential conflicts of interest
- Providing subject matter expertise on traditional investment products (MFs, ETFs, and SMAs), our platform offering, and the evolving industry and regulatory landscape
- Leading initiatives related to the control framework for our product suite, which will involve driving resolution of issues that may arise and instituting platform / process enhancements in partnership with key stakeholders
- Fostering relationships with third party investment managers
This candidate will lead a high performing team, establishing direction in line with our broader strategic vision, maintaining oversight over the team's activities, providing ongoing support, driving business results, fostering collaboration and inclusivity, and coaching for professional development.
Qualifications
- Minimum of 8 years of related experience in wealth management product management / development
- Strong leadership skills and demonstrated success managing teams
- Propensity to motivate business partners to build consensus, influence outcomes, and drive initiatives to completion
- Self-motivated and highly collaborative with a history of delivering results in a dynamic, fast-paced environment
- Excellent communication skills (written and verbal)
- Ability to assess risks and manage a strong control framework
- Knowledge of MFs, ETFs, and SMAs
- Experience working with legal agreements
- Series 7 and 63 licenses
This role will require a partial week in Jersey City.
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.
VP, Product Management - Health Research Segment
Manage the Pricing team in alignment with strategic pricing goals, utilizing business intelligence to optimize pricing power for high-potential customer niches, pushing harvest pricing for end-of-life segments, and optimizing pricing levels for at-risk customers across 12,500 institutional Ovid cust...
Radiology Technologist
All aspects of employment with us will be governed on the basis of competence and qualifications and will not be influenced in any manner by race, color, religion, gender, creed, age, marital status, sexual orientation, national origin, disability, veteran status, or any other characteristic protect...
Director, Office of Facilities and Infrastructure Management
Leadership Competencies: Financial Management, Human Capital Management, Technology Management. Demonstrated executive level experience managing and leading an organization with responsibility for overseeing policy and operations relating to real-property through continual, metrics-based evaluation ...
Property & Casualty Insurance Associate (ATTORNEY)
Experience with insurance-related litigation or arbitration, and complex business or commercial matters is preferred. New York Commercial Division clerkship experience is a plus. ...
US Product Strategy Associate (Asset Management)
The primary focus of the role will be on the US market to monitor and research industry trends, product development, pricing strategies, product positioning, competitor research, and to assist in creating business proposals to enhance the product range. The US Product Strategy Associate role bridges...
Senior Executive Assistant, Wealth Management
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of...
J.P. Morgan Wealth Management - Private Client Advisor - Staten Island, NY
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Senior Data Engineer- Asset & Wealth Management- New York- Vice President
GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. Our engineering teams build scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber...
Senior Associate - Digital Product Management
Passion for crafting compelling high-impact strategy to increase customer and business value Enthusiasm for outstanding products and services, deep customer appreciation, keen product intuition, and skilled at articulation of product functionality. GCS provides a suite of payment and lending product...
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District)
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...