Wealth Management Advisory Solutions, Head of New Advisory Investment Capabilities

We are looking to add a Head of New Advisory Investment Capabilities to Wealth Management Advisory Solutions. Wealth Management Advisory Solutions (WMAS) is responsible for the management and/or implementation for close to $1trillion of assets across various lines of business and programs, including Chase Wealth and the Private Bank. As we look to scale our wealth advisory business and grow the assets under management, it is critical to transform and innovate the capabilities we are able to offer and support, achieving greater efficiency, reducing risks and ultimately delivering greater value add services to advisors and clients.  We believe that we have a unique opportunity not just to catch up but to leapfrog competition by building a scalable end-to-end modern wealth platform.   

The individual who steps into this role will be responsible, in partnership with WMAS Leadership, for building and modernizing the new capabilities for the future as well as developing and executing the roadmap.  The individual will work closely with the Head of the Global Portfolio Management Group (PMG) and the WMAS Chief Commercial Officer and will also play an important role as a member of the broader WMAS management team in building an end-to-end modern wealth platform that enables personalization at scale and a cutting-edge advisor and client experience. 

 We are looking for an individual who is skillful at diving into complex investment operations in order to develop a vision for going after gaps and opportunities and to then work collaboratively across disciplines to systematically build for the future. This requires aptitude for investments and operations, deep curiosity, and a desire for pursuing radical improvements.

Job Responsibilities

• Develop strategy and vision to building platform for the future 
  • Manage discovery efforts to uncover solutions and integrate them into the roadmap
  • Create business requirements that capture functional, design, and control/regulatory features needed for transformation
  • Partner effectively with technology, advsior and investment teams to ensure that plan delivers against business requirements
  • Builds the framework and tracks the key success metrics across the transformation plan. 
• Develop the new capabilities roadmap in concert with WMAS Leadership 
• Develop and Execute the Go-To-Market Plan for New Capabilities 
  • Areas of focus could include, but are not limited to,  Fixed Income and Options Overlay

Required Qualifications, Skills and Capabilities 

• 8+ years of experience or equivalent expertise in financial services, preferably in wealth management or investments organizations
• 8+ years of experience in transformation projects, technology applications, or equivalent expertise
• Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
• Extensive knowledge of operational management and change readiness 
• Ability to synthesize information to formulate a message for Senior Management
• Prior experience creating high quality presentations used for executive level management communication and transparency into program strategy and progress
• Understands broad-ranging information and new concepts quickly and able to distil into key points
• Strong written and verbal communication skills and ability to communicate to senior stakeholders
• Strong organization skills and attention to detail
• Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers
• Preference for recognized thought leader within related field 

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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, fi