J.P. Morgan Wealth Management- Vice President, Advisory Specialist - JPMorganChase : Job Details

J.P. Morgan Wealth Management- Vice President, Advisory Specialist

Join to apply for the J.P. Morgan Wealth Management- Vice President, Advisory Specialist role at JPMorganChase

J.P. Morgan Wealth Management- Vice President, Advisory Specialist

1 day ago Be among the first 25 applicants

Join to apply for the J.P. Morgan Wealth Management- Vice President, Advisory Specialist role at JPMorganChase

Job DescriptionThe mission of J.P. Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.

Job DescriptionThe mission of J.P. Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.As a Vice President in the Advisory Specialists group within J.P. Morgan Wealth Management's Investments & Advice team, you will play a crucial role in promoting the development and enhancement of our Advisory Programs. You will deliver exceptional client service, provide comprehensive guidance to Advisors, and contribute to the strategic development of our offerings, ensuring alignment with organizational goals.Job Responsibilities

• Deliver exceptional client service while driving commercial growth within the JPMA Advisory business.
• Provide comprehensive guidance to Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services.
• Develop deep expertise in program guidelines to effectively address advisor inquiries and needs.
• Serve as the primary liaison between JPMA and Centralized Due Diligence (CDD), identifying platform gaps and supporting Advisors in making informed decisions regarding advisory program products.
• Contribute to the strategic development of Advisory Programs, ensuring alignment with organizational goals.
• Act as the first point of contact for Advisory Programs.
• Interpret and provide direction on program guidelines.
• Oversee coverage of CBP, ICS, JPMCAP, PA/PM, STRATIS, and UMA.
• Address PM/PA questionnaire inquiries.
• Coordinate with Centralized Due Diligence (CDD).
• Drive the strategic development of Advisory Programs.

Required Qualifications, Capabilities And Skills

• Bachelor's Degree,
• Strong knowledge of Asset Allocation and Portfolio Construction
• SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
• Minimum of 8 years in financial services industry with at least 6 years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured Derivatives)
• Self- starter with the ability to drive on own.
• Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities.
• Exceptional verbal and written communication skills.
• Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment.

Preferred Qualifications, Capabilities, And Skills

• CFA is preferred.
• Sales background is preferred.
• Experience in Portfolio Construction and Risk management of portfolios

About UsChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransAbout The TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Sign in to set job alerts for “Wealth Manager” roles.

New York, NY $200,000.00-$230,000.00 2 weeks ago

New York, NY $220,000.00-$260,000.00 2 months ago

VP Finance / Chief Financial Officer (CFO)

New York, NY $250,000.00-$300,000.00 2 weeks ago

New York City Metropolitan Area $120,000.00-$160,000.00 5 days ago

New York, NY $200,000.00-$250,000.00 3 weeks ago

New York, NY $300,000.00-$350,000.00 1 month ago

New York, NY $190,000.00-$220,000.00 21 hours ago

New York, NY $200,000.00-$250,000.00 5 days ago

New York, NY $160,000.00-$210,000.00 6 months ago

New York City Metropolitan Area $275,000.00-$350,000.00 2 weeks ago

New York, NY $159,300.00-$215,000.00 6 days ago

New York, NY $120,000.00-$160,000.00 6 days ago

New York City Metropolitan Area 4 days ago

Chief Financial Officer for Private Equity Portfolio Company

New York City Metropolitan Area 5 days ago

New York City Metropolitan Area 1 week ago

New York, NY $175,000.00-$250,000.00 1 day ago

New York, NY $250,000.00-$325,000.00 1 week ago

New York, NY $120,000.00-$140,000.00 4 weeks ago

New York, NY $120,000.00-$160,000.00 4 weeks ago

New York, NY $170,000.00-$220,000.00 4 days ago

New York, NY $170,000.00-$210,000.00 3 weeks ago

Newark, NJ $250,000.00-$300,000.00 3 weeks ago

New York, NY $150,000.00-$160,000.00 5 days ago

New York, NY $140,000.00-$160,000.00 1 month ago

New York, NY $200,000.00-$325,000.00 3 weeks ago

Brooklyn, NY $180,000.00-$240,000.00 2 months ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr