Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As part of Wealth Management (WM) Investment Solutions, the Solutions Product Development group works in conjunction with numerous wealth management investment solutions teams to develop and deliver investment products for use in the Private Bank (PB), JPMorgan Advisors (JPMA) and Chase Wealth Management (CWM) lines of business.

The US Discretionary and Advisory investment product development lead (Managing Director) is responsible for leading the team that develops and launches discretionary and non-discretionary advisory solutions/SMAs for distribution to all JPMC private wealth and Wealth Management lines of business. This role requires significant engagement and partnership with the investment due diligence teams, portfolio managers, advisors and supporting areas of the organization. This role will also interact regularly with senior internal stakeholders.
Candidates must have a track record of excelling in complex, cross-functional investment product development and have a demonstrated track record of effectively communicating and influencing people, progress, and outcomes across various distribution channels.

Job Responsibilities

• Identify and evaluate opportunities to enhance the investment product offering for our US distribution channels across US Wealth Management and the US Private Bank
• Lead new product launches working with senior stakeholders across the organization
• Define and design the build-out of new strategic investment capabilities in the discretionary and non-discretionary space
• Serve as a subject matter expert for the discretionary and non-discretionary investment offerings in the US
• Partner with product development teams in the International Private Bank to create a consistent product palette where possible
• Lead product simplification initiatives focused on the harmonizing and simplifying the product offering
• Influence, partner and collaborate with internal stakeholders including legal, compliance, technology and operations to successfully deliver new investment products
• Influence decision-making across Investment Solutions, Private Bank and Wealth Management leadership regarding prioritization of product development and associated budget
• Create an open, transparent environment where team members are empowered to make decisions and respectfully challenge ideas

Required Qualifications, Skills and Capabilities
Relevant experience: 12 to 15 years of experience in the financial services industry, preferably in wealth management and managed accounts and programs, across the brokerage, discretionary and advisory space. Strong strategic thinking and critical thinking with a track record of structuring and solving complex problems and leading strategic or transformational product initiatives.

• Executive communication skills: Ability to crisply articulate complex concepts in a digestible manor to senior audiences with poise and confidence.
• Product development and management: Extensive experience in managing complex, multiyear product launches/initiatives across multiple work streams with varying timelines, priorities, and complexities, ultimately launching new / enhanced product to market. This includes the ability to prioritize and handle multiple job-related duties including day to day tasks in a deadline oriented environment
• Thought leadership: Experience in providing competitor insights to generate innovative and market-leading solutions. Intellectually curious with a desire to identify and implement innovation
• Results oriented: Has a proven track record in innovation, driving and executing successfully including effectively influencing senior business leaders. Willing to challenge what has been the norm and implement in a fast-paced changing environment. High attention to detail, strong organizational skills and exemplary analytical skills
• Excellent leadership skills of product, programs, projects, teams and employees - with ability to coach and develop junior members of the team.
• Great Attitude: High energy, optimistic, structured thinker with a \"can do\" and hands on approach. Highly self-motivated and ability to remain calm under intense pressure.

#LI-Onsit e

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $300,000.00 - $500,000.00 / year