JPMorganChase · 1 day ago
Wealth Management, Head of US Wealth Management Portfolio Advisory Group
New York, NY
Full-time
Onsite
Director/Executive
$170K/yr - $350K/yr
6+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. The Head of the US Wealth Management Portfolio Advisory Group will lead investment solutions, drive strategic priorities, and manage a team while fostering collaboration across various departments.
Asset ManagementBankingFinancial 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
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
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.
10001+ employees
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
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Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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