J.P. Morgan Wealth Management - Vice President, Wealth Management Solutions
$124k/y-$210k/y
a day ago
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OnsiteFull-timeSenior
Summary
JPMorganChase is seeking a Vice President, Wealth Management Solutions to join their team in New York, NY. The role focuses on enhancing J.P. Morgan Advisors' advisory programs and driving commercial growth within the JPMA Advisory business.
About the Role
As a Vice President in Wealth Management Solutions, you will deliver exceptional client service, provide comprehensive guidance to Advisors on various advisory offerings, develop expertise in program guidelines, serve as a liaison between JPMA and Centralized Due Diligence, and contribute to the strategic development of Advisory Programs.
About You
Required:
- Bachelor's Degree
- Strong knowledge of Asset Allocation and Portfolio Construction
- SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
- 8+ years in financial services industry with 6+ years of direct experience in Asset or Wealth Management
- Self-starter with the ability to advance on own
- Team-oriented with ability to interact effectively with individuals at varying levels of the organization
- Exceptional verbal and written communication skills
- Strong organizational skills with ability to execute on multiple objectives simultaneously
Preferred:
- CFA is preferred
- Sales background is preferred
- Experience in Portfolio Construction and Risk management of portfolios
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
New York, NY