Bulge Bracket Investment Banks

Posted a month ago

No clicks

**Vice President, Wealth Management, Multi-Asset Product Development** Lead product launches across JPMorgan's Wealth Management channels, managing fee-based, advisory products in SMAs. Span traditional (Multi-Asset, Fixed Income, Equity) and specialized (Alternatives, Derivatives) asset classes. Collaborate cross-functionally, influencing organizational levels to drive strategic objectives. Requires 8+ years in financial services, expertise in multi-asset and specialized asset classes, and proven track record in product design and launch. Advanced degree preferred, industry certifications a plus.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Wealth Management, VP Product Development

Description

JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.

ROLE OUTLINE

This is a Vice President role focused on product development and management. The Product Development team is responsible for launching and managing fee based, advisory products for distribution across four distinct US distribution channels. These investmentswhether proprietary or managed by third partiesare held in Separately Managed Accounts (SMAs) for mandates across all asset classes (Multi-Asset, Fixed Income, Equity, Alternatives, and Structured Products/Derivatives) and can be managed actively or via passive/index strategies.

In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels. This Product role requires strong expertise across all traditional asset classesparticularly multi-asset and fixed incomewith additional experience in specialized areas such as derivatives considered a plus. The role also requires the ability to build trusted relationships with key stakeholders and influence effectively across organizational levels to achieve strategic objectives.

Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers
Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams
Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums
Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth
Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically
8+ years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
Experience with investment products and asset classes, with a preference for prior experience in multi-asset class solutions and specialized asset classes such as structured products and derivatives.
Proven track record in designing new investment products and successfully launching new channels, programs, or products to the market while aligning critical dependencies
Ability to communicate clearly and concisely in both written and verbal forms, and to logically present complex concepts to key partners and senior leaders
Team-oriented with a demonstrated ability to work and influence effectively with individuals and larger groups from different functional areas and varying seniority
Analytical and data-driven, with exceptional problem-solving and critical thinking skills to find innovative solutions to complex business problems.
Proactive communicator with a self-starter mentality
Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP, etc.)

QUALIFICATIONS

8+ years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
Experience with investment products and asset classes, with a preference for prior experience in multi-asset class solutions and specialized asset classes such as structured products and derivatives.
Proven track record in designing new investment products and successfully launching new channels, programs, or products to the market while aligning critical dependencies
Ability to communicate clearly and concisely in both written and verbal forms, and to logically present complex concepts to key partners and senior leaders
Team-oriented with a demonstrated ability to work and influence effectively with individuals and larger groups from different functional areas and varying seniority
Analytical and data-driven, with exceptional problem-solving and critical thinking skills to find innovative solutions to complex business problems.
Proactive communicator with a self-starter mentality
Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP, etc.)

Join the Wealth Management Solutions Product team as a VP!

Full Job Description

Location: New York, NY, United States

Wealth Management, VP Product Development

Description

ROLE OUTLINE

Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers
Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams
Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums
Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth
Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically
8+ years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
Experience with investment products and asset classes, with a preference for prior experience in multi-asset class solutions and specialized asset classes such as structured products and derivatives.
Proven track record in designing new investment products and successfully launching new channels, programs, or products to the market while aligning critical dependencies
Ability to communicate clearly and concisely in both written and verbal forms, and to logically present complex concepts to key partners and senior leaders
Team-oriented with a demonstrated ability to work and influence effectively with individuals and larger groups from different functional areas and varying seniority
Analytical and data-driven, with exceptional problem-solving and critical thinking skills to find innovative solutions to complex business problems.
Proactive communicator with a self-starter mentality
Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP, etc.)

QUALIFICATIONS

8+ years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
Experience with investment products and asset classes, with a preference for prior experience in multi-asset class solutions and specialized asset classes such as structured products and derivatives.
Proven track record in designing new investment products and successfully launching new channels, programs, or products to the market while aligning critical dependencies
Ability to communicate clearly and concisely in both written and verbal forms, and to logically present complex concepts to key partners and senior leaders
Team-oriented with a demonstrated ability to work and influence effectively with individuals and larger groups from different functional areas and varying seniority
Analytical and data-driven, with exceptional problem-solving and critical thinking skills to find innovative solutions to complex business problems.
Proactive communicator with a self-starter mentality
Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP, etc.)

Join the Wealth Management Solutions Product team as a VP!

Wealth Management, Multi-Asset Product Development, Vice President

Full Job Description

SIMILAR OPPORTUNITIES

Wealth Management, Quantitative Portfolio Manager, Equities CIO, Vice President

Wealth Management Platform Manager - Assistant Vice President

Director, Multi-Asset Product Management

Asset & Wealth Management, Private Wealth Management, Advisor Practice Management, Vice President - New York

Wealth Management Advisory Reporting Vice President

Wealth Management, Multi-Asset Product Development, Vice President

Full Job Description

SIMILAR OPPORTUNITIES

Wealth Management, Quantitative Portfolio Manager, Equities CIO, Vice President

Wealth Management Platform Manager - Assistant Vice President

Director, Multi-Asset Product Management

Asset & Wealth Management, Private Wealth Management, Advisor Practice Management, Vice President - New York

Wealth Management Advisory Reporting Vice President