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JPMorgan Wealth Management Solutions Product Development Associate 
United States, New York, New York 
348318878

21.09.2024

Responsibilities

One focus area of this role will be delivering new investment products

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