We are looking to add a Senior Associate / Vice President, Commercial Strategy & Growth to Wealth Management Managed Investments. Managed Investments is responsible for the management and/or implementation of nearly $1 trillion in assets across various advisory programs, including Chase Wealth Management and the Private Bank.
As Managed Investments continues to scale and evolve, there is a growing need to strengthen how we coordinate strategic priorities, drive innovation, and deliver new capabilities that improve advisor and client outcomes. This role will sit at the center of several of the organization's most important initiatives, serving as a key partner to senior leadership in advancing the Office of Portfolio Construction (OPC), driving cross-functional execution, and shaping the future growth strategy of the business.
The individual in this role will work closely with Managed Investments leadership, Product, Technology, Investments, Platform, and Distribution teams to ensure strategic initiatives are prioritized, coordinated, and delivered effectively. In addition, this individual will help establish the processes, insights, and strategic frameworks needed to drive business growth, improve transparency into performance, identify market opportunities, and accelerate innovation.
Job Summary
As a Senior Associate / Vice President within Managed Investments, you will play a pivotal role in advancing both the strategic execution and growth agenda of the business.
You will serve as a key member of the Office of Portfolio Construction, helping coordinate and drive complex cross-functional initiatives spanning Investments, Product, Technology, Quant and Platform teams. You will act as the connective tissue across multiple stakeholders to ensure alignment, accountability, and execution against leadership priorities.
In addition, you will help drive commercial strategy initiatives by developing executive dashboards and reporting frameworks, leading strategic planning efforts, conducting industry and competitive research, and identifying opportunities to enhance our investment offering through innovation, partnerships, and new capabilities.
Success in this role requires a combination of strategic thinking, strong organizational leadership, executive communication skills, and the ability to influence outcomes across a matrixed organization.
Key Responsibilities
Office of Portfolio Construction (OPC)
- Serve as a core member of the Office of Portfolio Construction, helping drive strategic priorities across Investments, Product, Technology, Platform, Quant and Distribution teams.
- Act as the central coordinator across multiple workstreams, ensuring alignment, transparency, and accountability against committed business objectives.
- Partner with Product and Technology teams to define, prioritize, and deliver strategic capabilities that enhance portfolio construction and managed investment solutions.
- Develop and maintain initiative roadmaps, dependencies, milestones, and progress reporting.
- Lead governance processes, steering committees, and decision-making forums to facilitate execution and remove obstacles.
- Prepare executive updates, strategic recommendations, and presentations for senior leadership.
- Identify opportunities to improve operating efficiency, simplify processes, and strengthen organizational effectiveness.
Commercial Growth & Business Strategy
- Develop and maintain management dashboards and reporting frameworks that provide transparency into business performance, advisor adoption, asset growth, and strategic initiatives.
- Conduct industry, competitive, and market research to identify emerging trends, opportunities, and threats across wealth management, asset management, fintech, and advisor technology.
- Partner with internal teams and external firms to evaluate emerging capabilities, solutions, and partnership opportunities.
- Help drive long-term strategic planning efforts and identify opportunities to expand the capabilities and reach of Managed Investments.
Leadership & Communication
- Provide a high level of responsiveness to executive requests, including strategic analysis, presentation development, and business case creation.
- Translate complex topics into concise and actionable recommendations for senior leadership.
- Foster strong partnerships across business, product, investment, and technology teams to drive successful outcomes.
- Create structure, clarity, and transparency around complex initiatives and organizational priorities.
Required Qualifications, Skills & Capabilities
- 4+ years of experience in wealth management, asset management, financial services, strategy, consulting, business management, or related fields.
- Demonstrated experience leading complex cross-functional initiatives and influencing stakeholders without direct authority.
- Experience working with Product and Technology teams to define and deliver business capabilities.
- Strong strategic thinking and problem-solving skills with the ability to connect business objectives to execution plans.
- Experience developing executive-level presentations, dashboards, management reporting, and strategic recommendations.
- Ability to synthesize complex information and communicate key insights to senior leadership.
- Strong understanding of investment products, portfolio construction, managed account programs, or wealth management platforms preferred.
- Exceptional written and verbal communication skills.
- Strong organizational skills with the ability to manage multiple priorities simultaneously.
- Intellectual curiosity and passion for innovation, industry trends, and identifying new growth opportunities.
- Proven ability to build strong relationships and work effectively across a highly matrixed organization.
Why This Role Is Unique
This role combines elements of strategy, chief of staff, business management, portfolio construction, innovation, and commercial growth. It offers a unique opportunity to influence the future direction of Managed Investments while driving execution against some of the firm's highest-priority strategic initiatives. It is ideally suited for a highly motivated individual who thrives in ambiguity, enjoys connecting teams to drive outcomes, and wants exposure to senior leadership and enterprise-wide initiatives.
About Us
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
Skills Required
- 4+ years of experience in wealth management, asset management, financial services, strategy, consulting, business management, or related fields
- Experience leading complex cross-functional initiatives and influencing stakeholders without direct authority
- Experience working with Product and Technology teams to define and deliver business capabilities
- Strong strategic thinking and problem-solving skills with the ability to connect business objectives to execution plans
- Experience developing executive-level presentations, dashboards, management reporting, and strategic recommendations
- Ability to synthesize complex information and communicate key insights to senior leadership
- Strong understanding of investment products, portfolio construction, managed account programs, or wealth management platforms
- Exceptional written and verbal communication skills
- Strong organizational skills with the ability to manage multiple priorities simultaneously
- Intellectual curiosity and passion for innovation, industry trends, and identifying new growth opportunities
- Proven ability to build strong relationships and work effectively across a highly matrixed organization
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
-
Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
-
Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
-
Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
