J.P. Morgan Wealth Management - Vice President, Wealth Management Solutions

Location: New York, NY, United States

Job Family: Product Specialist

About the Role

At J.P. Morgan Wealth Management, we are seeking a Vice President, Wealth Management Solutions to play a pivotal role in elevating the capabilities of our J.P. Morgan Advisors network. This position, based in our New York, NY office, focuses on innovating and refining wealth management products to meet the evolving needs of high-net-worth individuals and families. As a Product Specialist, you will drive the creation of sophisticated solutions that integrate J.P. Morgan's global resources, including access to premier investment opportunities, personalized advisory services, and cutting-edge digital tools. Your work will directly impact how advisors deliver exceptional value, fostering long-term client relationships in a competitive financial landscape. In this role, you will collaborate closely with advisors, portfolio managers, and technology teams to identify gaps in current offerings and develop targeted enhancements. Responsibilities include conducting in-depth market analysis, prototyping new investment vehicles such as sustainable ESG funds or alternative asset strategies, and ensuring seamless integration with J.P. Morgan's proprietary platforms like the Advisor Workstation. You will also lead compliance reviews to align solutions with stringent regulatory standards, while providing thought leadership on emerging trends like AI-driven personalization in wealth planning. This position demands a strategic mindset to balance innovation with risk management, ultimately contributing to J.P. Morgan's position as a leader in wealth management. The ideal candidate thrives in a dynamic environment, leveraging deep industry expertise to influence product roadmaps and advisor training programs. Joining J.P. Morgan Chase means becoming part of a prestigious institution committed to excellence, where your contributions will support our mission to empower clients' financial futures. We offer unparalleled opportunities for growth, backed by robust professional development resources and a collaborative culture that values diverse perspectives.

Key Responsibilities

• Collaborate with J.P. Morgan Advisors to identify client needs and develop tailored wealth management solutions
• Lead the design, testing, and implementation of innovative investment products and advisory tools
• Analyze market trends and regulatory changes to enhance J.P. Morgan's wealth management offerings
• Partner with cross-functional teams including portfolio managers, compliance, and technology to drive product enhancements
• Conduct client workshops and training sessions to promote new wealth management solutions
• Monitor performance metrics of existing products and recommend optimizations for better client outcomes
• Support business development by providing expertise on J.P. Morgan's wealth management capabilities to advisors
• Ensure all solutions align with J.P. Morgan's risk management framework and ethical standards
• Contribute to strategic planning for wealth management growth, including digital transformation initiatives

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in wealth management, investment advisory, or financial product development within the financial services industry
• Proven track record in developing and launching wealth management solutions for high-net-worth clients
• Deep knowledge of regulatory requirements including SEC, FINRA, and Dodd-Frank Act compliance
• Experience working with J.P. Morgan's proprietary platforms or similar enterprise financial systems
• Series 7 and Series 66 licenses or equivalent certifications
• Strong analytical skills with proficiency in financial modeling and risk assessment

Preferred Qualifications

• MBA or advanced degree in Finance or a related discipline
• Prior experience at a bulge-bracket firm like J.P. Morgan Chase or Goldman Sachs
• Familiarity with alternative investments such as private equity and hedge funds
• Certification as a Chartered Financial Analyst (CFA)
• Experience in digital wealth management tools and fintech integrations

Required Skills

• Financial product development
• Investment strategy formulation
• Regulatory compliance knowledge
• Client relationship management
• Data analysis and financial modeling
• Project management
• Cross-functional collaboration
• Market research and trend analysis
• Risk assessment and mitigation
• Presentation and communication skills
• Proficiency in Microsoft Excel and financial software
• Understanding of wealth management platforms
• Problem-solving and innovation
• Leadership and team influence
• Adaptability to fast-paced environments

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced certifications
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits in New York, NY

JP Morgan Chase is an equal opportunity employer.