JPMorganChase · 4 hours ago
J.P. Morgan Wealth Management - Vice President, Self-Directed Investing Client Benefits
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $201K/yr
7+ years expJPMorganChase is a leading financial services firm dedicated to helping clients achieve their financial goals. The Vice President in Self-Directed Investing will enhance client benefits, drive innovation, and ensure affluent clients are informed and empowered to grow their wealth.
Asset ManagementBankingFinancial Services
Responsibilities
Lead the development of new client benefits by collaborating with wealth management teams and cross-functional partners
Conduct research and discovery sessions to understand affluent client needs and inform new feature development
Develop and scope new benefits, ensuring alignment with client needs and business goals
Create experiences that drive awareness of existing benefits for SDI clients, leveraging digital channels and communication strategies
Collaborate with design, engineering, and analytics teams to deliver high-quality experiences that exceed client expectations
Facilitate decision-making and prioritize initiatives to optimize client benefits and experiences
Present work and communicate status and key decisions clearly and frequently to stakeholders
Qualification
Required
7+ years of experience in product development, with a focus on client benefits and digital experiences
Strong understanding of affluent client needs and experience in the self-directed investing or wealth management industry
Proven ability to lead cross-functional teams and drive innovation in a global organization
Excellent communication and presentation skills, with the ability to influence and partner effectively across teams
Commitment to delivering high-quality experiences and driving client awareness and engagement
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
More
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 (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
Recent News
2026-01-16
2026-01-13
2026-01-08
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