Chase ยท 1 month ago
Wealth Management, Head of US Wealth Management Portfolio Advisory Group
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Director/Executive
$170K/yr - $350K/yr
6+ years expChase is a leading financial services firm, and they are seeking a Head of the US Wealth Management Portfolio Advisory Group. This role involves leading investment solutions for the U.S. Wealth Management, managing a team, and collaborating with leadership to drive strategic investment priorities and support for clients and advisors.
BankingFinancial Services
Responsibilities
Lead investment solutions for Chase Wealth Management (CWM), prioritizing and curating the solutions offering for the CWM client base across all asset classes. As part of that process, an in depth knowledge of our products will be critical
Partner with CWM leadership to drive investment priorities and flows, ensuring alignment with business goals
Lead and develop a team of three direct reports in the U.S., fostering a collaborative, high-performance culture
Present at National Calls and Training sessions, delivering clear, compelling communications to advisors and stakeholders
Drive the rollout and adoption of our new Unified Managed Account Program which includes leading change management efforts as advisors integrate new technology and platform capabilities into their business
Balance innovation and execution, ensuring business continuity while adopting new solutions and technology
Support advisors in navigating an expanding platform, by partnering with the Global Investment Strategy team and asset class partners providing expert guidance as the range of client solutions grows
Collaborate with internal and external partners to deliver seamless solutions and support, including third-party collateral and training materials
Represent the Portfolio Advisory Group on key councils and committees, influencing the agenda and generating actionable insights for the business
Be part of a collaborative team that fosters continual learning across multiple topics including global macroeconomics, capital markets, and tax efficient investing
Qualification
Required
6+ years of experience in Wealth Management, Investment Solutions, or a related field
Proven management experience, with a track record of leading and developing high-performing teams
Strong capital markets expertise and deep understanding of managed solutions, investment products, and portfolio construction
Demonstrated ability to partner effectively across functions and influence senior stakeholders
Exceptional communication and presentation skills, with experience presenting to large audiences and senior leadership
Strong technical skills, with the ability to lead technology and platform change initiatives (ConnectWealth or similar)
Experience in change management and business transformation
Series 7 and Series 63 (or ability to obtain within 120 days)
High standards of service, initiative, and integrity
Ability to handle confidential information with discretion
Preferred
Advanced degree (CFA, MBA, or equivalent) strongly preferred
Experience with alternatives, multi-asset strategies, and third-party solutions
Background in financial analysis, product strategy, or advisor training a plus
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-13
2026-01-11
Financial IT
2026-01-09
Company data provided by crunchbase