The mission of J.P. Morgan Wealth Management's Investments & Adviceteam 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 partners with Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.
You will support specific regions (New York, Northeast, Southeast, Central) as the Strategic Initiatives partner for the J.P. Morgan Advisors business on product sales strategy and prioritization, investment insights and advice, and recruiting focus with investment specialization at its core This role will be aligned with Wealth Partners and will focus on the High Net Worth and Ultra High Net Worth client segments. The primary objectives are to support growth efforts, manage special projects, and drive long-term strategic initiatives.
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As an Executive Director on the Investment Advisory Specialists and Strategic Initiatives team you will work closely with Investments & Advice Management Team members and the Head of I&A in a matrix structure in driving & delivering results. You will be responsible for setting product-specific strategy and goals for each region The person will collaborate with Wealth Partners to share investment and product expertise, directly addressing advisors' questions and, when needed, engaging with their clients to offer insights.
You will guide advisors through our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. You will cultivate deep expertise in program guidelines, enabling them to effectively interpret and address all advisor inquiries and needs.
To be successful in this role, you will need to understand advisor needs, be knowledgeable of the ever-evolving product and service landscape, and capable of partnering with stakeholders across the organization to deliver exceptional advisor experience. You should also possess a solid understanding of the retirement space, especially in the areas of defined contribution and defined benefit plans. You will also have a good sense of the ongoing regulatory landscape and a strong financial services industry network.
Job Responsibilities
- Act as a liaison between the J.P. Morgan Advisors business and Centralized Due Diligence teams, identifying and resolving platform gaps, while supporting advisors in making well-informed decisions about advisory program products.
- Execute the development and enhancement of our JPMA Advisory Programs. This includes Portfolio Manager, Portfolio Advisor, Customized Bond Portfolios, JPMorgan Core Advisory Portfolio, Strategic Investment Services (STRATIS) & Investment Counseling Service , and Unified Managed Account Your primarily focus will be client service and commercial growth of J.P. Morgan Advisory business.
- Cover regional offices, acting as key partner to Wealth Partners in driving Assets Under Management and revenue growth.
- Develop the product strategy and provide the field with the necessary tools and guidance to implement the strategy with clients.
- Participate in advisor recruiting as necessary, providing insights on product and investment capabilities.
- Strategically development of Advisory Programs
- Gather feedback from the field to inform and prioritize product and investment initiatives with I&A partners.
Required Qualifications, Capabilities and Skills
- Knowledge of Asset Allocation and Portfolio Construction.
- Bachelor's Degree
- SIE, Series 7, and Series 66 licenses (mandatory to obtain within 120 days).
- 15+ years in financial services industry with 8+ years of direct experience in, Sales & Trading, Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales).
- Self-starter with the capability to work independently and drive initiatives forward.
- 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
- MBA is preferred.
- Sales background is preferred.
- Experience in the Endowments & Foundations space is preferred.
- Experience in discussing the use of Alternative Investments in broader asset allocation and portfolio construction is preferred.
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.