JPMorgan Wealth Management Investment Solutions - 

United States, New York, New York 

266001138

Job Summary

As a Wealth Management Investment Solutions - US Fund & SMA Product Onboarding & Management Vice President in Investment Solutions, you will be 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. In this role, you will lead a high performing team, establishing direction in line with our broader strategic vision, maintaining oversight over the team’s activities, providing ongoing support, promoting business results, fostering collaboration and inclusivity, and coaching for professional development.

Job Responsibilities

• Manage a team responsible for the onboarding and management of MFs, ETFs, and SMAs in the U.S. Private Bank, Chase Wealth Management, and J.P. Morgan Advisors platforms.
• Delivering new investment products to these client channels
• Negotiating with investment managers to secure competitive commercial terms for new products
• Overseeing the negotiation and execution of legal agreements with investment managers
• Managing the suite of traditional investments already available in our U.S. client channels to ensure we continually offer competitive terms and product access, evolve the availability of products based on due diligence views, and address potential conflicts of interest
• Providing subject matter expertise on traditional investment products (MFs, ETFs, and SMAs), our platform offering, and the evolving industry and regulatory landscape
• Leading initiatives related to the control framework for our product suite, which will involve driving resolution of issues that may arise and instituting platform/process enhancements in partnership with key stakeholders
• Fostering relationships with third party investment managers

Required qualifications, capabilities and skills

• Minimum of 8 years of related experience in wealth management product management / development
• Strong leadership skills and demonstrated success managing teams
• Propensity to motivate business partners to build consensus, influence outcomes, and drive initiatives to completion
• Self-motivated and highly collaborative with a history of delivering results in a dynamic, fast-paced environment
• Excellent communication skills (written and verbal)
• Ability to assess risks and manage a strong control framework
• Knowledge of MFs, ETFs, and SMAs
• Experience working with legal agreements
• Series 7 and 63 licenses

This role will require a partial week in Jersey City.