Wealth Management, Global Credit Strategy, Vice President

Location: New York, NY, United States

Job Family: Product Development

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. As a Vice President in Wealth Management, Global Credit Strategy, you will join a dynamic team in New York dedicated to crafting innovative credit solutions for our high-net-worth clients. This role within the Product Development category offers the opportunity to shape the future of credit strategies at one of the world's most respected institutions, leveraging JP Morgan's unparalleled resources in research, technology, and market access to deliver superior outcomes in a complex global landscape. In this position, you will play a pivotal role in developing and executing global credit strategies that align with client needs and market opportunities. Responsibilities include analyzing credit market dynamics, collaborating on product innovation, and providing expert guidance to enhance portfolio performance. You will work closely with investment teams to integrate credit insights into bespoke wealth management solutions, ensuring robust risk management while pursuing attractive risk-adjusted returns. Your contributions will directly impact JP Morgan Chase's ability to serve ultra-high-net-worth individuals, families, and institutions with sophisticated, forward-thinking credit offerings. The ideal candidate thrives in a collaborative, high-performance environment and brings deep expertise in global credit markets to drive strategic initiatives. At JP Morgan Chase, we value innovation, integrity, and client-centricity, offering a platform where your skills can make a meaningful difference. This role not only provides exposure to cutting-edge financial products but also opportunities for career growth within our esteemed Wealth Management division, supported by comprehensive professional development resources.

Key Responsibilities

• Develop and refine global credit strategies tailored to wealth management clients, focusing on fixed income and credit opportunities
• Collaborate with cross-functional teams including portfolio managers, investment advisors, and risk analysts to integrate credit insights into client portfolios
• Conduct in-depth market analysis on credit trends, interest rate movements, and geopolitical risks impacting global credit markets
• Lead the creation and launch of innovative credit products, ensuring alignment with JP Morgan Chase's wealth management objectives
• Provide strategic recommendations to senior leadership on credit allocation and risk mitigation for high-net-worth individuals and families
• Monitor and evaluate credit portfolios, identifying opportunities for optimization and alpha generation
• Engage with clients and internal stakeholders to communicate complex credit strategies in clear, actionable terms
• Stay abreast of regulatory changes and industry developments to ensure compliance and competitive edge
• Mentor junior team members and contribute to the team's knowledge-sharing initiatives
• Support business development efforts by highlighting credit strategy expertise in client pitches and proposals

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; advanced degree (MBA or Master's in Finance) strongly preferred
• Minimum of 7-10 years of experience in credit strategy, risk management, or investment analysis within wealth management or financial services
• Deep knowledge of global credit markets, fixed income securities, and macroeconomic factors influencing credit risk
• Proven track record in developing credit strategies for high-net-worth clients or institutional investors
• Strong analytical skills with experience using financial modeling tools and data analytics platforms
• Series 7 and Series 63 licenses or equivalent certifications required
• Ability to work in a fast-paced, collaborative environment in New York

Preferred Qualifications

• CFA (Chartered Financial Analyst) designation or progress toward completion
• Experience in product development for wealth management solutions at a top-tier financial institution
• Familiarity with regulatory frameworks such as Dodd-Frank, Basel III, and SEC guidelines for credit products
• Prior leadership role in a credit strategy or advisory team
• International experience in global markets, particularly in emerging economies

Required Skills

• Advanced financial modeling and valuation techniques
• Proficiency in Bloomberg, Reuters, or similar market data platforms
• Expertise in credit risk assessment and rating methodologies
• Strong quantitative analysis using Excel, Python, or R
• Knowledge of derivative instruments and structured credit products
• Excellent communication and presentation skills
• Strategic thinking and problem-solving abilities
• Team collaboration and leadership
• Attention to detail in regulatory compliance
• Adaptability to dynamic market conditions
• Client relationship management
• Macroeconomic forecasting
• Data visualization tools like Tableau
• Project management for product development
• Ethical decision-making in high-stakes environments

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to internal training programs
• Employee stock purchase plan and other financial wellness benefits
• 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.