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Chase · 4 months ago

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

480 Washington Blvd, Jersey City, NJ, 07310, US

Full-time

Onsite

Mid, Senior Level

$200K/yr - $275K/yr

5+ years exp

Chase is a leading financial institution, and they are seeking a Vice President and Assistant General Counsel for their Private Bank / Wealth Management Investment Solutions team. The role involves providing strategic legal support, advising on managed investment solutions, and navigating regulatory challenges.

BankingFinancial Services

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 advisory skillsFund disclosure preparationNegotiation skillsAnalytical skillsCuriosityWillingness to learnProblem-solving skillsOrganizational skillsInterpersonal skillsCommunication skillsCross-functional collaborationProject management