JPMorgan Wealth Management -Head of Strategic Initiatives & Alternatives (Investments & Advice) — Executive Director

JPMorgan Chase & Co. • New York, NY

1d

About The Position

The Head of Strategic Initiatives & Alternatives within JPMorgan Advisors (JPMA) Investments & Advice, will lead the Strategic Initiatives team and be accountable for alternatives business development across JPMA. The role partners closely with advisors, regional leadership, and cross-line-of-business stakeholders to grow and scale coverage for HNW/UHNW clients.

Requirements

• Bachelor’s degree and FINRA Series 7
• 12+ years of financial services and leadership in wealth management, investments, product/platform strategy, and/or capital markets
• Demonstrated success building and leading teams and scaling business development/distribution initiatives
• Ability to operate in a matrix environment, chair senior forums, align stakeholders, and drive decisions to execution
• Exceptional executive communication and presentation skills

Nice To Haves

• MBA or other advanced degree
• CFA and/or CFP
• Alternatives expertise

Responsibilities

• Define and implement the team’s operating model, priorities, and coverage approach
• Deliver high-touch advisor and client engagement on select HNW/UHNW opportunities
• Set and drive the Alternatives growth strategy across JPMA in partnership with product/program stakeholders and field leadership.
• Establish goals, measurement, and execution cadence
• Identify advisor/field needs and advance strategic additions and enhancements
• Bring forward insights from client engagement and the field to inform platform prioritization
• Governance leadership: Chairs the Investment Council, setting agenda, decision frameworks, and execution follow-through on strategic priorities
• Provide leadership guidance on special situations, including complex book transfers and sensitive client matters
• Partner with JPMA to support recruiting, including articulating investment and alternatives capabilities to advisor prospects
• Represent JPMA at relevant industry forums
• Participate in public-facing engagements, including completion of media training when required.
• Maintain a strong culture of risk management and compliance, and operate in accordance with firm policies, standards, and supervisory expectations.

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Executive