Jp Morgan Wealth Management – Private Client Advisor - City jobs at Jpmorgan in United States, Kansas City

As a Vice President in Investment Banking, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

Job Responsibilities

• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
• Refining marketing/execution materials for maximum client impact
• Overseeing the creation of financial projection models
• Identifying and managing all risks in a given deal
• Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
• Leading client negotiations, Q&A process and management interviews

Required qualifications, capabilities, and skills

• Prior VP level experience in Healthcare Investment Banking
• Experience in training junior bankers
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modelling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Ability to comfortably interact with clients in a professional and mature manner
• Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Job Responsibilities

• Discover and document data lineage to trace the end-to-end data journey from point of creation to consumption to support regulatory requirements, e.g. BCBS 239
• Partner with operations, technology and product organizations to document and challenge data controls across the data lineage for critical data flows
• Build strong partnerships across CIB Payments and corporate functions to support data related efforts
• Accelerate data analysis and issue resolution through effective program governance, process/data mapping and data deep-dives
• Support the adoption and implementation of Data Owner and Data Governance roles and responsibilities, as needed
• Effectively coordinate across multiple teams & levels to expedite complex deliverables

Required qualifications, capabilities, and skills

• 3+ years of experience at a leading investment bank
• Strong understanding of data governance, data quality, data lineage and metadata management concepts
• Experience in driving/managing successful projects and programs focused on data quality, data lineage, data controls, metadata management
• Excellent communication, presentation (both oral and written) & influencing skills - candidate will be dealing with stakeholders of varying degrees of seniority across Corporate/Firmwide, Finance, Risk, Compliance, Operations and Technology teams
• Strong metrics driven mindset to track progress, drive action and communicate and manage effectively
• Basic understanding of the company's business practices and familiarity with the company's products and services

Preferred qualifications, capabilities, and skills

• Experience in Program Management, Data Quality or Control organization within an investment bank or large financial services firm
• Experience in producing PowerPoint presentations for senior audiences
• Experience in the Payments domain at an Investment Bank

Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.

As a Lead Technical Program Manager in Commercial & Investment bank in Payments Technology Digital Identity, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.

Job responsibilities

• Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
• Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
• Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
• Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
• Expert knowledge in all business processes across an entire line of business, as well expertise in other lines of business and technology disciplines
• Understanding of global and line of business project and program management standards and methods
• Experience working with high-performing teams in complex program execution
• Strong understanding of Agile methods; stakeholder management; budget management, risk management and operations.
• Ability to create and maintain relationships with a wide range of stakeholders throughout the firm.
• Ability to work with highly technical teams and feature delivery., translating the technical delivery to Business outcomes.
• Experience with JIRA to manage scope and book of work.
• Strong communication skills
• Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
• Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment

Preferred qualifications, capabilities, and skills

• Experience with Identity and Access Management preferable

As the Product Associate on the Performance Statements and Tax Products team, you will work closely with each area product owners, delivery managers and stakeholder and legal risk and control partners lead all aspects of disclosure and client communications delivered through Wealth Management investment account statements and quarterly performance reports; driving governance, and operational excellence while collaborating with senior executives across the bank.

Job Responsibilities:

• Work closely with legal, compliance, lines of business, and other product teams for new disclosure intake and refinement.
• Finalize disclosure language, using sound judgment to provide the best client experience.
  Draft, plan, execute, and document statement messages; follow up with stakeholders for review and approvals.
• Closely partner with operations for disclosure and insert implementation.
• Document and prioritize new disclosure distribution requests, including new targeting criteria.
• Work closely with servicing and communication teams to review and finalize quarterly performance report inserts.
• Collaborate with multiple technology teams to ensure smooth processing of quarterly performance reports.
• Partner with servicing and print fulfillment teams to coordinate production as needed and ensure quality control checkpoints approved and documented
• Conduct annual reviews of performance report and investment statement disclosures with legal, compliance, lines of business, controls, and other product teams to ensure disclosures remain evergreen.
• Create and refine robust controls to ensure proper oversight of the disclosure process.

• Take ownership of self-development, including stretch assignments to prepare for greater responsibilities and career growth; proactively seek opportunities for continued learning.

Required qualifications, capabilities, and skills

• Bachelor's Degree
• 1-3 years in financial services industry
• Proficient to advanced experience with Excel, PowerPoint and Word
• Self-starter with ability to drive on own
• Exceptional verbal and written communication skills
• Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
• Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities, including compliance, due diligence, legal, marketing, operations, risk, sales and technology

• Series 99 License or to be obtained within 120 days.

Preferred qualifications, capabilities, and skills

• Solid understanding of FINRA statement regulations
• Experience with brokerage account statements preferred