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Wealth Management, Investment Product Manager, Vice President

Req #: 170104646
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.
 
Overview of Role:
The WM Investment Product Manager will help support and develop the managed account investment products and platform for Chase Wealth Management with a focus on the day to day management of ongoing products as well as product development. 
 
Manager is expected to develop a deep understanding of managed/discretionary products across the CWM.  Manager will help prepare management level presentations, synthesize ideas and work with product, operations and technology teams across Chase, JPMS and the Private Bank to implement solutions.  

Key Responsibilities:
 
  • Work with product, platform, operations and technology teams across the Private Bank, Asset Management and third party providers to integrate investment products into Chase Wealth Management
  • Help develop and prepare management level presentations in support of product implementation
  • Support all Managed Account Products with quarterly updates and analysis
  • Provide support for all Legal, Compliance and Regulatory initiatives
  • Track and measure progress of investment priorities/product development 
  • Work closely with Sales management teams to evaluate client and advisor feedback; pro-actively address any questions or concerns
  • 3-5 years of financial services experience, preferably in investment product experience
  • Strong partnership and people skills
  • Work with people across all levels of the organization (analyst to MD)
  • Exceptional written skills and presentation skills, must be articulate
  • Organizational and project management skill; proven ability to manage multiple priorities
  • Must be able to demonstrate flexibility and adaptability and ability to work under pressure
  • Creative and can think “out of the box”
  • Strong presentation and analytical skills
  • Willing to obtain Series 7, 66
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