JPMorganChase · 3 hours ago
J.P. Morgan Wealth Management - Vice President, Wealth Management Solutions
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$124K/yr - $210K/yr
8+ years expJ.P. Morgan Wealth Management is a leading financial services firm, and they are seeking a dynamic Vice President to join their Advisory Specialists group. This role is crucial in driving the development and enhancement of J.P. Morgan Advisors Advisory Programs while providing exceptional client service and comprehensive guidance to Advisors.
Asset ManagementBankingFinancial Services
Responsibilities
Deliver exceptional client service while driving commercial growth within the JPMA Advisory business
Provide comprehensive guidance to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services
Develop deep expertise in program guidelines to effectively address advisor inquiries and needs
Serve as the primary liaison between JPMA and Centralized Due Diligence (CDD), identifying platform gaps and supporting Advisors in making informed decisions regarding advisory program products
Contribute to the strategic development of Advisory Programs, ensuring alignment with organizational goals
Qualification
Required
Bachelor's Degree
Strong knowledge of Asset Allocation and Portfolio Construction
SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
8+ years in financial services industry with 6+ years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured Derivatives)
Self-starter with the ability to advance on own
Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities
Exceptional verbal and written communication skills
Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
Preferred
CFA is preferred
Sales background is preferred
Experience in Portfolio Construction and Risk management of portfolios
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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2855)
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
Recent News
2025-12-19
2025-12-12
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