Wealth Management, Analyst - US Solutions Product Development

Job Description

Wealth Management, Analyst - US Solutions Product Development

 

JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth, enabling them to better define, focus and realize their goals.

Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.

Job Description:

This is an Analyst role focused on product development and management. The Product Development team is responsible for launching and managing fee-based, advisory products for distribution across four distinct US distribution channels. These investments, whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds (ETFs) across all asset classes. In addition, the team manages the product lifecycle and drives key strategic changes to streamline offerings across channels. This product role spans all asset classes and requires strong project management skills, as well as the ability to work across multiple organizational levels to achieve our strategic objectives.

• Drive product launches by collaborating with investment management, business channels, trading, legal, compliance, risk, finance, tax, operations, and technology teams, ensuring initiatives are delivered on time and within scope.
• Lead feasibility analyses of proposed solutions by partnering with stakeholders to identify critical delivery components and assess time to market.
• Spearhead efforts to consolidate products, streamlining offerings to clients to optimize resource allocation and focus on areas of revenue and asset growth.
• Provide product support and coordinate across business lines to ensure a seamless client experience for new launches and the implementation of key product lifecycle changes, both tactically and strategically.
• Develop and manage project plans and updates for senior management.
• 3+ years of experience in financial services preferred, with a background in product roles within wealth management, asset management, investment banking, or consulting.
• Exposure to managed investment products in SMA format across asset classes (Equity, Fixed Income, Multi-Asset, Alternatives and/or Structured Products/Derivatives).
• Demonstrated success in delivering business initiatives through a structured approach and organizational collaboration.
• Excellent communication skills, with the ability to clearly and logically present complex concepts to key partners and senior leaders, both orally and in writing.
• Strong team orientation, with the ability to work effectively with individuals and groups across different functions and levels of seniority.
• Analytical and data-driven mindset, with exceptional problem-solving and critical thinking skills.

Required Qualifications, Capabilities and Skills:

• 3y ears of experience in financial services preferred, with a background in product roles within wealth management, asset management, investment banking, or consulting.
• Exposure to managed investment products in SMA format across asset classes (Equity, Fixed Income, Multi-Asset, Alternatives and/or Structured Products/Derivatives).
• Demonstrated success in delivering business initiatives through a structured approach and organizational collaboration.
• Excellent communication skills, with the ability to clearly and logically present complex concepts to key partners and senior leaders, both orally and in writing.
• Strong team orientation, with the ability to work effectively with individuals and groups across different functions and levels of seniority.
• Analytical and data-driven mindset, with exceptional problem-solving and critical thinking skills.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​