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.
As a Vice President in the Advisory Specialists group within J.P. Morgan Wealth Management’s Investments & Advice team, you will play a crucial role in promoting the development and enhancement of our Advisory Programs. You will deliver exceptional client service, provide comprehensive guidance to Advisors, and contribute to the strategic development of our offerings, ensuring alignment with organizational goals.
Job Responsibilities
- Deliver exceptional client service while driving commercial growth within the JPMA Advisory business.
- Provide comprehensive guidance to Advisors on our 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.
- Act as the first point of contact for Advisory Programs.
- Interpret and provide direction on program guidelines.
- Oversee coverage of CBP, ICS, JPMCAP, PA/PM, STRATIS, and UMA.
- Address PM/PA questionnaire inquiries.
- Coordinate with Centralized Due Diligence (CDD).
- Drive the strategic development of Advisory Programs.
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)
- Minimum of 8 years in financial services industry with at least 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 drive 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
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM