The role works collaboratively with Field Leadership, Managed Solutions and Product / Asset Class Specialist teams to implement the .
Morgan Wealth Management strategy to . Morgan Advisors. The individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key investment themes.
To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products / investment strategies and firm's investment themes and positioning to effectively and succinctly communicate with the field as well as an overall understanding of the Wealth Management industry.
As a Vice President, Product Manager Investments & Advice within . Morgan Wealth Management, you will be instrumental in aiding advisors to position solutions through a goals-based perspective.
You will possess a deep understanding of the advisors' business strategy, enabling you to provide tailored intellect across firm research, investment ideas, and vehicles.
Your collaboration with other field support members and field leadership will be a critical factor in our success. We seek an team member with a passion for capital markets and the wealth management industry, who can exhibit independent initiative and respond effectively to the needs of the field.
Job Responsibilities
Serve as a resource to advisors, as it relates to Investments & Advice. Candidate will be able to articulate the firm's investment views and themes and our strategic and tactical best thinking, .
Morgan’s approach to managing wealth along with how to present timely appropriate solutions.
- Advise, identify and select appropriate managers, vehicles for client portfolios keeping in mind regulatory framework, client goals and risks, diversification attributes and return expectations holistically.
- Present on national and regional advisor calls to message advice, and craft written communications sent to all advisors
- Partner with centralized Wealth Management Solutions teams on Product Content, business requirements, field feedback and with third party partners / managers to facilitate value added learning or insight for your region when appropriate
- Work directly with national sales leadership to drive new investment flows across all investment products and retain existing business, evaluating flows trends and pivoting focus accordingly.
- Help drive our strategic long term North Star agenda aligned with growth of the enterprise.
- Traveling to specific offices on an as needed basis
Required qualifications, capabilities, and skills
- Minimum of 5 years of relevant investment experience with Series 7
- Self-starter with natural curiosity for the markets and investing and willingness to engage in significant discussions with different views
- Exceptional attention to detail with strong technological skills across various investment tools and Microsoft Office
- Strong team player with a predisposition to sales / service function with advisors and U / HNW clients
- Excellent communication, presentation, and public speaking skills to clearly and passionately articulate investment views and recommendations to a wide variety of audiences, especially in larger group settings
Preferred qualifications, capabilities, and skills
- Series 66 (may be fulfilled within 6 months of assuming role)
- Advanced credentials : CFA, CIMA, CFP (not required)
J.P. Morgan Wealth Management- Vice President, Private Wealth Planner
Morgan offers a pathway to Wealth Management through comprehensive, expert planning. Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private Wealth Planner within. Morgan Wealth Management, you will engage with clients and prosp...
Investment Banking Vice President
GrowthPoint Technology Partners is a leading boutique technology investment bank in San Francisco looking for a talented individual to join us as an Investment Banking Vice President. Investment Banking Senior Associate or Vice President. Initially the position will be split roughly 50/50 between an...
Assistant Vice President, Credit Solutions - Technology
As our Assistant Vice President, Credit Solutions - Technology you will:. Our differentiator is a global footprint in 70+ countries as well as a well-rounded banking platform including investment and corporate banking solutions. We are looking to hire an Assistant Vice President who is passionate ab...
Vice President of Financial Reporting and Strategic Investments
Axon is seeking a dynamic and experienced Vice President of Financial Reporting and Strategic Investments to spearhead our SEC reporting, accounting policy and consulting, ESG reporting, strategic investments due diligence and accounting, and stock compensation administration areas. Work closely wit...
Investment Officer - Asset Allocation, Risk Management, and Innovative Solutions - San Francisc[...]
Two years of investment management experience at a position equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least $1 billion in asset...
J.P. Morgan Wealth Management - Private Client Advisor - East Bay - Oakland, San Leandro, CA and Surrounding Areas
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 ...
Investment Officer - Asset Allocation, Risk Management, and Innovative Solutions - San Francisco Employees' Retirement System (0922) (149792)
Two years of investment management experience at a position equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least $1 billion in asset...
J.P Morgan Wealth Management- Executive Director, Wealth Planner
Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus. Morgan Wealth Management, you will nee...
Senior Vice President/Director, Credit Solutions - Innovation Banking
Our differentiator is a global footprint in 70+ countries as well as a well-rounded banking platform including investment and corporate banking solutions. HSBC Innovation Banking provides debt solutions to early stage, high growth and public companies in the technology sector. You will be a critical...
Risk Management - Lead Credit Officer, Vice President
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. Bring your expertise to JP Morgan Chase. As a Lead Credit Officer in the Community Development Real Estate underwriting, you will play an integral role in the bank’s Community Reinvestmen...