Job Description

Wealth Management, VP Product Development

Description

JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.

ROLE OUTLINE

This is a Vice President role focused on product development and management. The Product Development team is responsible for launching and managing fee based, advisory products for distribution across four distinct US distribution channels. These investments—whether proprietary or managed by third parties—are held in Separately Managed Accounts (SMAs) for mandates across all asset classes (Multi-Asset, Fixed Income, Equity, Alternatives, and Structured Products/Derivatives) and can be managed actively or via passive/index strategies.

In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels. This Product role requires strong expertise across all traditional asset classes—particularly multi-asset and fixed income—with additional experience in specialized areas such as derivatives considered a plus. The role also requires the ability to build trusted relationships with key stakeholders and influence effectively across organizational levels to achieve strategic objectives.

• Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers
• Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams
• Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums
• Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth
• Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically
• 8+ years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
• Experience with investment products and asset classes, with a preference for prior experience in multi-asset class solutions and specialized asset classes such as structured products and derivatives.
• Proven track record in designing new investment products and successfully launching new channels, programs, or products to the market while aligning critical dependencies
• Ability to communicate clearly and concisely in both written and verbal forms, and to logically present complex concepts to key partners and senior leaders
• Team-oriented with a demonstrated ability to work and influence effectively with individuals and larger groups from different functional areas and varying seniority
• Analytical and data-driven, with exceptional problem-solving and critical thinking skills to find innovative solutions to complex business problems.
• Proactive communicator with a self-starter mentality
• Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP, etc.)

QUALIFICATIONS

• 8+ years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
• Experience with investment products and asset classes, with a preference for prior experience in multi-asset class solutions and specialized asset classes such as structured products and derivatives.
• Proven track record in designing new investment products and successfully launching new channels, programs, or products to the market while aligning critical dependencies
• Ability to communicate clearly and concisely in both written and verbal forms, and to logically present complex concepts to key partners and senior leaders
• Team-oriented with a demonstrated ability to work and influence effectively with individuals and larger groups from different functional areas and varying seniority
• Analytical and data-driven, with exceptional problem-solving and critical thinking skills to find innovative solutions to complex business problems.
• Proactive communicator with a self-starter mentality
• Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP, etc.)

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans