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JPMorgan JP Morgan Wealth Management- Vice President Growth Strategy 
United States, New York, New York 
444437300

07.12.2024

Job Responsibilities:

  • Identify, prioritize, and execute opportunities to create scalable growth across Lending products with a focus on Client and Advisor experience.
  • Deliver key change-the-bank initiatives that will advance and/or harmonize the Lending product and platform in partnership with key stakeholders alongside Product Management, Operations, Digital & Technology teams, Legal, Risk and Compliance.
  • Partner with Lending Sales team to assist with market opportunities for clients and prospects, including product awareness campaigns, market updates, prospecting opportunities, client communications, and Advisor book reviews.
  • Work closely with Finance in the development and tracking of KPI metrics; create and maintain reporting to track & deliver key business results to leadership and sales leads.
  • Partner with Finance and Treasury colleagues to manage P&L, understanding balance sheet constraints while monitoring capital constraints, funding costs, balances, and net interest margins.
  • Possess a deep understanding of risk management and work closely with internal partners across risk, legal, compliance, supervision, and operations to ensure robust controls and prudent risk mitigants exist.
  • Conduct competitive analyses on an ongoing basis to ensure we are staying ahead of the competition.
  • Evaluate and improve upon various manual processes managed by the Lending team.
  • Work closely with Marketing on the development of key Lending marketing materials.
  • Provide general support on key product and sales initiatives, including but not limited to process development, project planning and management, communications development.
  • Serve as subject matter expert on product offerings, including team representative on firm workstreams and initiatives across products.

Required Skills and Qualifications:

  • 6-8 years of financial services product or wealth management experience
  • Bachelor’s degree required
  • Series 7, 66, & 24
  • Advanced Microsoft Office skills including Excel and PowerPoint
  • Superior analytical skills, including the ability to translate and synopsize complex data for decision-making
  • Strong project management, problem-solving, and time management skills. Ability to perform well in a deadline-driven, fast-paced environment and prioritize competing timelines
  • Exceptional communication & interpersonal skills – ability to cultivate and build strong relationships with colleagues at all levels
  • Ability to actively work within a team environment while driving accountability for personal goals

Preferred qualifications, capabilities, and skills:

  • Lending experience strongly preferred
  • MBA preferred