JPMorgan Chase & Co (“JPM”) is a leading global financial services firm with assets of more than $32 trillion, over 300,000 employees, and operations in over 160 global markets. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

 J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, ultra-high-net-worth and high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. Our teams of specialists work seamlessly to help our clients achieve their financial goals and aspirations. 

Our Team

As a part of Investment Solutions, our team is responsible for the onboarding and management of traditional investments, including mutual funds (MFs), exchanged-traded funds (ETFs), and separately managed accounts (SMAs) to the U.S. Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms.  We manage a diverse suite of over 5,000 investment products across these client channels, in discretionary, advisory, fee-based brokerage, and self-directed brokerage capacities. Our team cultivates and manages relationships with an array of investment management firms, from boutique asset managers to some of the largest investment managers globally, in order to deliver solutions that meet the needs of our clients. We drive strategic initiatives to ensure our platforms and product suites are continually competitive, expanding in line with the firm’s investment views, and evolving with the industry and regulatory landscape.

Responsibilities

One focus area of this role will be delivering new investment products to the Private Bank, Chase Wealth Management, and J.P. Morgan Advisors platforms, including negotiating with investment managers to secure access and competitive terms for new investment solutions.  It will also involve leadership in key strategic initiatives that drive innovation and increased efficiency across our global business.  This candidate will offer subject matter expertise to internal business partners related to traditional managed investment solutions (including mutual funds, ETFs, and SMAs), as well as the evolving industry and regulatory landscape. 

Another focus area of this role will be participating in and/or leading initiatives related to the control framework for our investment platforms.  This will involve working closely with control partners and other key stakeholders to problem-solve in the event issues arise, present control-related escalations to senior management, and participate in and/or lead stakeholders through platform/process design enhancements. 

The role will require close interaction with our internal partners across Manager Solutions, Legal, Risk, Compliance, Controls, Operations, Bankers, and Investors. Externally, the role will entail depth and breadth of engagement with numerous partners across the asset management industry.

Manage the process for making new investment products available across multiple US platforms, including negotiating commercial terms and partnering with Legal to review and execute agreements with investment managers.  Contribute to and/or lead initiatives to comply with regulatory standards and/or business guidelines, including partnering with internal corporate partners to address any gaps and drive change. Represent investment capabilities and structures in order to serve as a subject matter expert for traditional managed investment solutions.  Educate and advise on product-specific information including availability, commercial terms, and competitive insight. Establish and foster relationships with third party investment managers and relevant counterparties.

Qualifications

Minimum of 3 years of experience in wealth management or other similar financial services experience Excellent communication skills (written and verbal), diligent multi-tasking abilities, high-level of structure and organization, and attention to detail are essential Ability to assess risks, foresee implications, challenge the status quo, and ask thought-provoking questions Propensity to motivate business partners to build consensus, influence outcomes, and drive initiatives to completion Demonstrated ability to make interpersonal connections, foster relationships, and effectively partner with all levels of an organization, from senior management to process participants Knowledge of mutual funds, ETFs, and SMAs, as well as product management / development experience is a plus Experience working with legal agreements is a plus Proficiency with core MS Office applications (e.g. Excel and PowerPoint); knowledge of programming language tool (e.g. Python) is an advantage Series 7 and 63 licenses