What are the responsibilities and job description for the J.P. Morgan Wealth Management-Vice President, Wealth Management Solutions position at JPMorganChase?
Job Description
Join a collaborative team that empowers advisors with innovative investment solutions and expert guidance. As a Multi-Asset Specialist, you’ll play a pivotal role in supporting our advisory business and shaping the future of investment advice at JP Morgan.
As a Vice President, Multi-Asset Specialist on the Investments and Advice Team, you will partner with regional leadership, advisory programs, and managed solutions to deliver exceptional service to JP Morgan Advisors and their investment teams. You’ll leverage your expertise in portfolio construction, risk, and asset allocation to support both discretionary and non-discretionary advisory platforms, ensuring our advisors have access to the best investment management solutions.
Job Responsibilities
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.
Join a collaborative team that empowers advisors with innovative investment solutions and expert guidance. As a Multi-Asset Specialist, you’ll play a pivotal role in supporting our advisory business and shaping the future of investment advice at JP Morgan.
As a Vice President, Multi-Asset Specialist on the Investments and Advice Team, you will partner with regional leadership, advisory programs, and managed solutions to deliver exceptional service to JP Morgan Advisors and their investment teams. You’ll leverage your expertise in portfolio construction, risk, and asset allocation to support both discretionary and non-discretionary advisory platforms, ensuring our advisors have access to the best investment management solutions.
Job Responsibilities
- Deliver exceptional advisor service and drive commercial growth within the JPMA Advisory business
- Advise, identify, and select appropriate investment solutions based on advisor and client needs; assist with client proposals
- Present on national and regional call series; manage communication with assigned regional coverage areas
- Partner with regional sales management to provide content, increase investment flows, identify trends, and offer thought leadership across market conditions
- Develop thorough knowledge of the investment platform and all available investment management solutions
- Serve as key support for all investment products and services for advisors
- Travel occasionally to assigned regions as required (likely semi-annual, depending on demand)
- Bachelor’s Degree
- 5 years of relevant experience
- Strong knowledge of asset allocation and portfolio construction
- Passion for markets and the evolving investment landscape
- Team-oriented with ability to interact effectively across all organizational levels
- Strong verbal and written communication skills
- Strong organizational skills with ability to execute on multiple objectives in a demanding environment
- SIE, Series 7, and Series 66 licenses (mandatory to obtain within 120 days)
- Advanced credentials: CFA, CIMA, CFP (not required)
- Advisory background preferred
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.
Salary : $124,000 - $210,000