JPMorgan Wealth Management-Capital Markets/Solutions - Vice President

JPMorgan Chase & Co.•New York, NY

2d•$114,000 - $210,000

About The Position

JPMorgan Wealth Management is seeking a Vice President for their Capital Markets/Solutions team. This role will serve as a key resource for advisors, focusing on listed and OTC derivatives, structured solutions, and overlays. The position involves collaborating with advisors to understand client objectives and implement OTC and options-based strategies. A significant part of the role includes providing education, thought leadership, and consultative support to drive advisor confidence and adoption of these solutions. The Vice President will also bring a structured operating mindset to the Capital Markets business, leading the development and execution of strategic initiatives to improve operational efficiency and scalability. This includes managing large-scale, cross-functional projects, identifying business opportunities and challenges, and developing innovative solutions. The role requires creating business cases, project plans, and preparing executive reports and presentations for various audiences. Additionally, there is an emphasis on automating manual controls and leveraging cross-functional relationships to influence outcomes effectively.

Requirements

10+ years of experience managing projects in a client-focused environment
Knowledge of wealth management products brokerage and advisory
Proficiency 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.
Ability to analyze business opportunities and develop actionable business/project plans with strong business cases
Outstanding ability to communicate effectively and confidently, both verbally and in writing including the ability to articulate complex ideas simply, with extensive Powerpoint experience
Skilled in applying quantitative and strategic approach to complex problems
Excellent interpersonal and influencing skills, with the ability to interact with colleagues at all levels and collaborate across teams
Excellent problem-solving skills, ability to prioritize and delegate, comfortable managing dynamic and complex work
Bachelor's degree
Series 7 and Series 66 licensed

Responsibilities

Serve as a resource to further the engagement with advisors around listed and OTC derivatives, structured solutions, and overlays
Collaborate with advisors to identify client objectives and align solutions using OTC and options-based strategies
Provide education, thought leadership, and consultative support to increase advisor confidence and adoption
Bring a structured operating mindset to the Capital Markets business
Lead the development and execution of strategic initiatives that enhance operational efficiency and scalability
Lead and manage large-scale projects that span multiple business functions, ensuring alignment with organizational goals and delivering significant impact
Help identify key business opportunities and challenges, employing innovative solutions to address them both tactically and strategically
Develop comprehensive business cases and project plans to capitalize on these opportunities
Prepare and deliver executive reports, presentations, business materials, leader updates, and communications for diverse audiences
Automate and streamline manual controls
Leverage cross-functional relationships and deep business knowledge to influence outcomes with agility