GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel jobs in United States
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JPMorganChase · 5 hours ago

GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel

JPMorgan Chase & Co. is a leading financial institution, and they are seeking a Vice President and Assistant General Counsel to support their Private Bank / Wealth Management Investment Solutions team. The role involves providing strategic legal support, navigating regulatory challenges, and advising on managed investment solutions to ensure compliance and excellence in the firm's offerings.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Provide legal advice and support to the investment solutions business team, focusing on managed investment solutions
Address SEC regulatory and bank regulatory issues impacting investment advisers
Assist with regulatory inquiries, examinations, and business/regulatory-driven projects
Support the business in new product development and launches
Negotiate agreements, including third-party manager agreements
Prepare disclosures for regulatory documents, including Form ADV brochures
Advise on legal issues relevant to discretionary investment management, asset allocation, and due diligence
Provide insight on product distribution to clients
Collaborate with other legal department members and control functions to resolve issues
Coordinate with other divisions of the Private Bank, US Wealth Management, and International Private Bank
Assist the legal team overseeing J.P. Morgan Wealth Management proprietary mutual funds

Qualification

Investment management experienceLicensed attorneyInvestment Advisers Act knowledgeRegulatory landscape advisingFund disclosure preparationNegotiation skillsAnalytical skillsCuriosityProblem-solving skillsOrganizational skillsInterpersonal skillsVerbal communicationWritten communicationCollaboration skills

Required

Minimum 5 years of investment management experience with a law firm and/or investment management firm
Licensed attorney in good standing in the state/jurisdiction of the position or compliant with in-house counsel registration rules
Knowledge of the Investment Advisers Act of 1940 and relevant aspects of the Securities Act
Ability to advise on regulatory landscape and developments
Excellent analytical, drafting, problem-solving, and organizational skills
Ability to work collaboratively with cross-functional teams
Strong interpersonal and verbal/written communication skills
Curiosity and willingness to learn new areas of the law

Preferred

Experience with the Investment Company Act of 1940 and/or Part 9 bank fiduciary
Experience in preparing fund disclosure documents and board meeting materials
Strong negotiation skills
Experience in advising on product distribution strategies
Familiarity with wealth management platforms and solutions
Ability to manage multiple projects and priorities effectively

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase