JPMorganChase · 6 hours ago
J.P. Morgan Wealth Management - Vice President, Wealth Management Solutions
New York, NY
Full-time
Onsite
Mid, Senior Level
$124K/yr - $210K/yr
5+ years expJPMorganChase is a leading financial services firm, and they are seeking a Vice President, Multi-Asset Specialist to support their advisory business. In this role, you will deliver exceptional service to JP Morgan Advisors, leveraging your expertise in portfolio construction and asset allocation to provide innovative investment solutions.
Asset ManagementBankingFinancial Services
Responsibilities
Deliver exceptional advisor service and drive commercial growth within the JPMA Advisory business
Advise, identify, and select appropriate investment solutions based on advisor and client needs; assist with client proposals
Present on national and regional call series; manage communication with assigned regional coverage areas
Partner with regional sales management to provide content, increase investment flows, identify trends, and offer thought leadership across market conditions
Develop thorough knowledge of the investment platform and all available investment management solutions
Serve as key support for all investment products and services for advisors
Travel occasionally to assigned regions as required (likely semi-annual, depending on demand)
Qualification
Required
Bachelor's Degree
5+ years of relevant experience
Strong knowledge of asset allocation and portfolio construction
Passion for markets and the evolving investment landscape
Team-oriented with ability to interact effectively across all organizational levels
Strong verbal and written communication skills
Strong organizational skills with ability to execute on multiple objectives in a demanding environment
Preferred
SIE, Series 7, and Series 66 licenses (mandatory to obtain within 120 days)
Advanced credentials: CFA, CIMA, CFP (not required)
Advisory background preferred
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 (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
2026-01-23
2026-01-22
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