JPMorgan JP Morgan Wealth Management - Vice President 

United States, New York, New York 

869817959

Job responsibilities

• Provide day-to-day business management for JPM Self-Directed Investing, including the coordination & development of all senior management presentations & events
• Prepare business review agendas & presentations, schedule & run business review prep sessions and coordinate follow-ups
• Help manage the SDI strategy, coordinating with cross-functional partners to achieve key business goals related to account growth, client satisfaction & retention
• Independently handle execution of certain strategic initiatives that have been approved
• Monitor emerging competitive trends and understand the broad self-directed industry

Required qualifications, capabilities, and skills

• At least 7 years of experience in financial services
• Outstanding written & verbal communications with ability to tailor style to different constituencies
• Excellent attention to detail & organizational skills with ability to manage multiple deliverables at same time
• Self-starter with natural curiosity for the wealth management product, digital solutions, markets & investing
• Change agent passionate about driving business results through strategic financial planning & business management

Preferred qualifications, capabilities, and skills

• Wealth management & online brokerage experience preferred
• Bachelor's degree with a relevant Master's degree preferred