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Wealth Management - Managed Products Group Associate

Req #: 170094034
Location: New York, NY, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
As part of Wealth Management (WM) Solutions Product Development, the Managed Products Group works in conjunction with the Manager Selection team to develop and deliver products for use in the Private Bank (PB), JPMorgan Securities (JPMS) and Chase Wealth Management (CWM) lines of business. 
 
Role Outline
The Managed Products Group oversees the product management and development initiatives for the WM fee-based and brokerage platforms.  This includes partnering with key stakeholders to bring new products to market and ensuring that the products meet the needs of our clients and are commercially viable.  These investments, predominantly comprised of equity, fixed income and liquid alternative strategies, are generally offered as Separately Managed Accounts (SMAs), Mutual Funds (MFs) and Exchange Traded Funds (ETFs).
 
The Managed Products Group role will require significant interaction with our Manager Selection team, portfolio managers, Investors and other supporting areas within the organization, as well as third party investment managers. 
 
Key responsibilities include:
Product Management
Manage the end-to-end product on-boarding for all solutions offered across US WM fee-based and brokerage programs.  Partner with various internal teams and third party investment managers to onboard these new products.
  • Manage pipeline prioritization
  • Negotiate commercial terms with investment managers
  • Assess commercial viability
  • Partner with Legal to facilitate the review and execution of agreements with investment managers
Lead strategic initiatives to develop components of our WM platforms as the industry landscape evolves.
 
Understand investment capabilities and structures across managed products.
 
Product Development:
Analyze current managed product offering across WM and partner with key stakeholders to define the business strategy.
 
Work with internal and external partners to structure and develop new innovative investment solutions by driving ideas from concept through product launch.
 
Investor Relations:
Provide product support for Investor, Banker and Client Service inquiries.
Educate and advise on product-specific information including:
  • Product availability
  • Account minimums & fees
  • Internal share class policy
     
    Facilitate tailored product solutions for specialized client situations.
    Liaise with fund companies to answer Investor & Banker inquiries.
Attributes
Candidate must enjoy working in a fast-paced and demanding environment with the ability to work independently.
Examples:
  • Extremely well organized and able to prioritize tasks
  • Detail oriented
  • Excellent written and verbal communication skills
  • Confidence to influence business leaders to drive initiatives and have the ability to understand    when escalation is required
  • Quickly analyze current business practices to identify risks and develop innovative solutions
  • Interface with all levels of the organization, from senior management to process participants
     
  • Minimum of 3 years’ experience in wealth management or similar financial services experience.
  • Knowledge of mutual funds, separately managed accounts and ETFs.
  • Product management and development experience is a plus.
  • Understanding of the JPMorgan Asset & Wealth Management organization is a plus.
  • Desire to be part of product management and development team.
  • Interest in participating in, managing and delivering large strategic initiatives.
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