Senior Associate, Commercial Office

Location: New York, NY, United States

Job Family: Product Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client service. Our Wealth Management division is at the forefront of delivering tailored investment solutions to high-net-worth individuals and institutions. We are seeking a Senior Associate, Commercial Office, to join our Managed Investments team in New York, NY. In this role, you will play a pivotal part in shaping and executing product strategies that drive growth and enhance client outcomes in the competitive wealth management landscape. This position offers the opportunity to work on sophisticated investment products while contributing to JP Morgan's commitment to excellence in financial advisory services. As a Senior Associate, you will be responsible for developing and managing a portfolio of managed investment products, including mutual funds, ETFs, and alternative strategies. You will collaborate with cross-functional teams, including portfolio managers, sales professionals, and compliance experts, to identify market trends, assess competitive positioning, and launch innovative solutions. Your analytical prowess will be key in evaluating product performance, conducting financial modeling, and providing actionable insights to senior leadership. This role demands a deep understanding of regulatory frameworks and risk management principles, ensuring all initiatives align with JP Morgan's rigorous standards and deliver value to our discerning clientele. We value professionals who thrive in a dynamic, high-stakes environment and are passionate about the financial services industry. The ideal candidate will bring a blend of technical expertise and interpersonal skills to foster innovation and collaboration. Joining JP Morgan Chase means becoming part of a world-class team with unparalleled resources for professional growth. If you are ready to advance your career in wealth management and make a meaningful impact, we encourage you to apply.

Key Responsibilities

• Develop and manage product strategies for managed investment offerings within JP Morgan's Wealth Management division
• Collaborate with investment teams to identify market opportunities and enhance product portfolios
• Conduct competitive analysis and market research to inform product development decisions
• Work closely with sales, compliance, and operations teams to ensure seamless product launches and ongoing support
• Monitor product performance metrics and recommend adjustments to optimize returns and client satisfaction
• Support client-facing initiatives by providing insights on investment products and trends
• Ensure all products adhere to JP Morgan's risk management standards and regulatory guidelines
• Contribute to the innovation of new investment solutions tailored to high-net-worth clients
• Prepare reports and presentations for senior leadership on product performance and strategic recommendations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in product management, investment management, or wealth management within the financial services industry
• Strong understanding of managed investment products, including mutual funds, ETFs, and alternative investments
• Proven track record of collaborating with cross-functional teams in a fast-paced environment
• Knowledge of regulatory requirements such as SEC regulations and FINRA compliance
• Excellent analytical skills with experience in financial modeling and market analysis
• Ability to thrive in a high-stakes, client-focused role at a leading global financial institution

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience working at a top-tier investment bank or asset management firm like JP Morgan Chase
• Familiarity with wealth management platforms and tools such as Aladdin or similar systems
• Series 7 and Series 63 licenses or equivalent certifications
• Prior involvement in product launches or enhancements in the managed investments space

Required Skills

• Product strategy development
• Financial modeling and analysis
• Market research and competitive intelligence
• Regulatory compliance knowledge (SEC, FINRA)
• Cross-functional team collaboration
• Investment product expertise
• Data analytics and reporting
• Client relationship management
• Strategic planning and execution
• Risk assessment and mitigation
• Presentation and communication skills
• Problem-solving and decision-making
• Proficiency in Microsoft Office Suite and financial software
• Adaptability in dynamic market conditions
• Attention to detail and accuracy

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 contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to JP Morgan's internal training resources
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for New York-based employees

JP Morgan Chase is an equal opportunity employer.