Location: New York,NY, USA
JobID: 210572042
Category: Product Specialist
JobSchedule: Full time
Posted Date: 2024-11-21T00:26:23+00:00
JobShift:
Base Pay/Salary: New York,NY $143,000.00-$300,000.00
The J.P. Morgan Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, National Branch and Self-Directed - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors located across 3,500 branches and 21 offices.
As an Executive Director, Senior Business Manager within the J.P. Morgan Wealth Management team, you will be responsible for creating a collaborative environment to ensure holistic and cohesive solutions. You will uncover new and exciting business insights across Banking, Lending, Investing, and Planning. You will also lead key strategic initiatives and operating models related to cross-business deepening with clients, partnering with our Client Specialist team. Your role will also involve building competitive intelligence and earnings insights from a product perspective, and creating executive level presentations and related reports. You will identify cross-business dependencies and bring partners together for shared input/commentary, marketing materials, field training, and more. Lastly, you will own product controls across solutions and advice, acting as a key liaison and identifying and resolving product-related impacts as a result of regulatory or firm-wide requirements.
Job responsibilities
* Develop a collaborative environment to ensure holistic and cohesive solutions and advice and uncover new and exciting business insights across Banking, Lending, Investing and Planning
* Create key strategic initiatives and operating models related to cross-business deepening with clients, partnering with our Client Specialist team (US Wealth Management prospecting team) - initial internal business opportunities may include Consumer Bank, Business Bank and Commercial Bank
* Build competitive intelligence and earnings insights from product perspective, and create executive level presentations and related reports
* Identify cross-business dependencies and bring partners together for shared input/commentary, marketing materials, field training, and more
* Own product controls across solutions and advice, acting as key liaison and identifying and resolving product-related impacts as a result of regulatory or firm-wide requirements
Required qualifications, capabilities, and skills
* Bachelor's Degree Required
* 8+ years in financial services industry
* Self-starter with ability to drive on own
* Exceptional verbal and written communication skills
* Ability to lead and present to senior management
* Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
* Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities
Preferred qualifications, capabilities, and skills
* Wealth Management Experience