The mission of J.P. Morgan Wealth Management’s (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions, and advice.  The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.

As a Vice President in the Advisory Specialists group within J.P. Morgan Wealth Management’s Investments & Advice team, you will play a crucial role in promoting the development and enhancement of our Advisory Programs. You will deliver exceptional client service, provide comprehensive guidance to Advisors, and contribute to the strategic development of our offerings, ensuring alignment with organizational goals.

Job Responsibilities

Deliver exceptional client service while driving commercial growth within the JPMA Advisory business.Provide comprehensive guidance to Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services.Develop deep expertise in program guidelines to effectively address advisor inquiries and needs.Serve as the primary liaison between JPMA and Centralized Due Diligence (CDD), identifying platform gaps and supporting Advisors in making informed decisions regarding advisory program products.Contribute to the strategic development of Advisory Programs, ensuring alignment with organizational goals.Act as the first point of contact for Advisory Programs.Interpret and provide direction on program guidelines.Oversee coverage of CBP, ICS, JPMCAP, PA/PM, STRATIS, and UMA.Address PM/PA questionnaire inquiries.Coordinate with Centralized Due Diligence (CDD).Drive the strategic development of Advisory Programs.

 

Required Qualifications, Capabilities and Skills

Bachelor's Degree, Strong knowledge of Asset Allocation and Portfolio ConstructionSIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days) Minimum of 8 years in financial services industry with at least 6 years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured Derivatives) Self- starter with the ability to drive on own.Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities. Exceptional verbal and written communication skills. Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment. 

Preferred qualifications, capabilities, and skills

CFA is preferred.Sales background is preferred.Experience in Portfolio Construction and Risk management of portfolios