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 Multi-Asset Specialist within J.P. Morgan Wealth Management’s Investments & Advice team, you will work collaboratively with regional leadership, advisory programs, and managed solutions with the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding of portfolio construction, portfolio risk, and asset allocation solutions. You will develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions. Our team functions as key support for all investment product and service for our advisors.
Job Responsibilities
- Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business.
- Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals.
- Present on national and regional call series, manage communication with your assigned regional coverage areas.
- Partner with sales management with your regional leadership to provide content, increase investment flows, identifying trends and providing thought leadership throughout various market conditions.
- Occasional travel to your assigned regions will be required (likely semi-annual, depending on demand).
Required Qualifications, Capabilities and Skills
- Minimum of 5 years’ experience in investments and financial institutions
- SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
- Knowledge of Asset Allocation and Portfolio Construction
- Passion for the markets and the ever evolving investments landscape
- Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities.
- Strong 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:
- Advisory background preferred
- Advanced credentials: CFA, CIMA, CFP (not required)
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
