J.P. Morgan Wealth Management- Vice President, Investment Product and Platform

urate, you will improve the day-to-day experience of our advisors while delivering investment products to help clients achieve their life goals. Your responsibilities include, but are not limited to, managed and brokerage accounts, mutual funds, ETFs, money market funds, alternative investments, structured products, and portfolio analysis tools.

Job Responsibilities:

• Collaborate with J.P. Morgan Wealth Management Solutions and Practice Management Leads to maintain industry-leading investment solutions

• Understand industry trends and competitive positioning, providing recommendations to senior management for opportunities to further advance the investment product offering and advisor toolset

• Research and analyze the competitive landscape in wealth management, identifying best-in-class competitors and trends, and staying informed on industry changes

• Serve as a subject matter expert and advocate for the investment product offering.

• Prepare detailed analyses and presentations for senior management

• Collaborate closely with stakeholders from business and control groups, including solutions, legal, risk, and compliance

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree in Finance, Business Administration, or a related field

• Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus on investment product development and management

• Strong analytical, strategic thinking, attention to detail, and problem-solving skills

• Strong proficiency in Microsoft Office applications, especially PowerPoint and Excel

• Proven track record of successfully leading product teams and delivering innovative solutions in a fast-paced environment

• Exceptional communication and presentation skills, with the ability to articulate complex concepts clearly

• In-depth knowledge of wealth management products, platforms, and industry trends

Preferred Qualifications, Capabilities, and Skills:

• CFA or CFP designation is a plus

• Focus on investment products, including managed accounts, IRA/retirement products, and alternative investments, is a plus

• Experience in program/project management is preferred, including experience working with process and workflow improvement initiatives

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

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.