Wealth Management Solutions, Portfolio Management Group, Vice President (Trade Coordination)
The Portfolio Management Group (PMG) is the implementation engine for the Private Bank’s discretionary investment business, providing leverage for investment advisors and front office partners as they pursue the Firm’s growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction decisions set by the Private Banking Strategy/CIO teams, including portfolio rebalancing and ongoing risk management across investment management and trust portfolios.
This Vice President role sits within a centralized trade coordination function with two core responsibilities: (1) own the end-to-end lifecycle for approved trade ideas—from pre-trade analysis and trade planning through execution coordination and post-trade review—ensuring adherence to risk controls, fair allocation, and best execution standards; and (2) partner to drive initiatives that improve implementation efficiency, scale, and client outcomes across the managed platform.
Key Responsibilities
- Perform detailed pre-trade analysis to size trades and assess platform capacity, liquidity considerations, and client/account impact.
- Create, communicate, and syndicate a trade plan that accounts for sequencing, liquidity, and adherence to allocation policy.
- Present trades and key nuances (constraints, risks, customization considerations) to the broader Global Portfolio Management team for awareness and coordination.
- Maintain daily communication throughout the trade lifecycle with internal and external partners, escalating changes, risks, and issues as needed.
- Conduct post-trade review (allocation validation, exception management, and execution-quality inputs) and document key learnings.
- Drive initiatives to enhance investment offerings and implementation, including improved overlay management, lower costs, operating efficiencies, and deepen managed platform.
Required Qualifications, Skills and Capabilities
- Bachelor’s degree in finance or a related discipline.
- 7–12 years of experience in financial services; wealth management/private banking experience preferred.
- Strong understanding of investment solutions and demonstrated interest in portfolio management and markets.
- Demonstrated track record of building relationships and partnering effectively with stakeholders at multiple levels (investment, trading, operations, and client-facing teams).
- Prior experience operating within a risk and controls framework; strong attention to detail and sound judgment in execution.
- Strong communication skills (written and verbal) with ability to synthesize trade considerations for broad audiences.
- CFA designation or progress toward CFA preferred (not required).
- Experience working with large datasets (analysis, automation, workflow efficiency).
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
- Bachelor's degree in finance or a related discipline
- 7-12 years of experience in financial services
- Wealth management or private banking experience
- Strong understanding of investment solutions and demonstrated interest in portfolio management and markets
- Track record of building relationships and partnering with investment, trading, operations, and client-facing stakeholders
- Experience operating within a risk and controls framework
- Strong written and verbal communication skills
- CFA designation or progress toward CFA
- Experience working with large datasets, analysis, automation, or workflow efficiency
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.
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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.
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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.
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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.
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