Wealth Management Solutions, Product Development - Associate
About The Position
As a part of Investment Solutions, the Managed Product Group serves as subject matter experts and is responsible for product management of traditional investments, including Mutual Funds, Exchanged Traded Funds (ETFs), and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms. These platforms offer a diverse suite of fee-based solutions, including single- and multi-asset class portfolios, as well as brokerage offerings. Globally, there are over $1.3 trillion in assets under management with continuous growth anticipated. Our team cultivates and manages relationships with some of the largest investment managers across the globe, as well as many boutique asset managers, to deliver solutions that meet the needs of our clients. We partner with internal and external colleagues to bring new products to market and contribute to the innovation of JPM’s offerings as well as the evolution of the industry.
Requirements
- Minimum of 3 years of experience in wealth management or other similar financial services experience
- Excellent communication skills (written and verbal), diligent multi-tasking abilities, high-level of structure and organization, and attention to detail are essential
- Demonstrated ability to make interpersonal connections, foster relationships, and effectively partner with all levels of an organization, from senior management to process participants
- Ability to assess risks, foresee implications, challenge the status quo, and ask thought-provoking questions
- Propensity to motivate business partners to build consensus, influence outcomes, and drive initiatives to completion
- SIE, Series 7, and 63 licenses
Nice To Haves
- Knowledge of Mutual Funds, ETFs, and SMAs, as well as product management / development experience is a plus
- Experience working with legal agreements is a plus
- Proficiency with core MS Office applications (e.g. Excel and PowerPoint); knowledge of programming language tool (e.g. Python) and/or AI LLM models is an advantage
Responsibilities
- Manage the process for making new investment products available across multiple US platforms, including negotiating commercial terms and partnering with Legal to review and execute agreements with investment managers.
- Oversee a pipeline of over 100 solutions in varying stages of development.
- Lead strategic initiatives and coordinate projects that contribute to the development of our investment program offerings and capabilities, in line with the firm’s vision, regulatory changes, and the evolving industry landscape.
- Represent investment capabilities and structures in order to serve as a subject matter expert for traditional managed investment solutions.
- Educate and advise on product-specific information including availability, commercial terms, and competitive insight.
- Establish and foster relationships with third party investment managers and relevant counterparties.
- Drive control-related responsibilities in order to comply with regulatory standards and firm requirements, including partnering with internal corporate partners to advise on investment product disclosures.
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
