J.P. Morgan Wealth Management - Vice President, Wealth Management Solutions
About The Position
The J.P. Morgan Wealth Management (USWM) 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, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. We are seeking a Vice President to join our Capital Markets / Solutions team, focused on driving adoption and thoughtful use of OTC derivatives and option overlay strategies across our platforms. This role sits at the intersection of technical structuring expertise, advisor engagement, and commercial strategy, with a mandate to translate sophisticated derivatives capabilities into scalable, compliant, and repeatable solutions. You will bring strong derivatives fluency, commercial intuition, and the ability to partner closely with advisors, portfolio teams, and internal stakeholders to expand the use of options and OTC vehicles in a client-centric way.
Requirements
- 7+ years of experience in derivatives, options, structured products, or capital markets–related roles.
- Strong technical background in options pricing, payoff analysis, risk management, and portfolio construction.
- Experience working directly with advisors, portfolio managers, or client-facing teams in a consultative capacity.
- Demonstrated ability to bridge technical expertise with commercial outcomes.
- Bachelor’s degree required
Nice To Haves
- SIE, Series 7, and Series 66 licenses (mandatory to obtain within 120 days)
- Familiarity with managed accounts, model portfolios, or overlay strategies strongly preferred.
Responsibilities
- Serve as a subject matter expert across listed and OTC derivatives, with particular depth in OTC options, structured derivatives, and option overlays
- Act as a trusted partner to financial advisors, translating complex derivatives concepts into clear, actionable guidance.
- Provide education, thought leadership, and consultative support to increase advisor confidence and adoption.
- Help develop and execute a commercial strategy to drive scalable adoption of OTC derivatives and options solutions.
- Partner with platform, product, and investment teams to embed derivatives expertise into existing and new managed solutions.
- Work closely with risk, legal, compliance, trading, and operations to ensure strategies are executed within firm and regulatory frameworks.
- Provide feedback into product development, platform enhancements, and governance related to derivatives usage.
- Support senior leadership with insights on trends, usage metrics, and growth opportunities.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
