Location: New York, NY, United States

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

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.

Responsibilities

Strategic Initiatives Leadership & Coverage

• Define and implement the teams operating model, priorities, and coverage approach 
• Deliver high-touch advisor and client engagement on select HNW/UHNW opportunities 

Alternatives Business Development (Enterprise Accountability)

• Set and drive the Alternatives growth strategy across JPMA in partnership with product/program stakeholders and field leadership.
• Establish goals, measurement, and execution cadence 

Platform Strategy & Evolution

• 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 

Complex & Sensitive Client Engagements

• Provide leadership guidance on special situations, including complex book transfers and sensitive client matters 

Recruiting Support

• Partner with JPMA to support recruiting, including articulating investment and alternatives capabilities to advisor prospects

External Presence & Industry Engagement

• 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.

Controls & Compliance