Our Team
As a part of Investment Solutions, the Managed Product Group serves as subject matter experts and is responsible for product management of traditional investments, including Mutual Funds, Exchanged Traded Funds (ETFs), and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management, and J.P. Morgan Advisors investment platforms. These platforms offer a diverse suite of fee-based solutions, including single- and multi-asset class portfolios, as well as brokerage offerings. Globally, there are over $1.3 trillion in assets under management with continuous growth anticipated.
Our team cultivates and manages relationships with some of the largest investment managers across the globe, as well as many boutique asset managers, to deliver solutions that meet the needs of our clients. We partner with internal and external colleagues to bring new products to market and contribute to the innovation of JPM’s offerings as well as the evolution of the industry.
Job Responsibilities:
A focus of this role will be managing the pipeline and delivery of new investment products to the US Private Bank, Chase Wealth Management, and J.P. Morgan Advisors platforms, including negotiating with investment managers to secure access and competitive terms for new investment solutions. It will also involve leadership in key strategic initiatives that drive innovation and increased efficiency across our global business. This candidate will offer subject matter expertise to internal business partners related to traditional managed investment solutions (including Mutual Funds, ETFs, and SMAs), as well as the evolving industry and regulatory landscape. The role will require close interaction with our internal partners across Manager Solutions, Legal, Risk, Compliance, Operations, Bankers, and Investors. Externally, the role will entail depth and breadth of engagement with numerous partners across the asset management industry.
- Manage the process for making new investment products available across multiple US platforms, including negotiating commercial terms and partnering with Legal to review and execute agreements with investment managers. Oversee a pipeline of over 100 solutions in varying stages of development.
- Lead strategic initiatives and coordinate projects that contribute to the development of our investment program offerings and capabilities, in line with the firm’s vision, regulatory changes, and the evolving industry landscape.
- Represent investment capabilities and structures in order to serve as a subject matter expert for traditional managed investment solutions.
- Educate and advise on product-specific information including availability, commercial terms, and competitive insight.
- Establish and foster relationships with third party investment managers and relevant counterparties.
- Drive control-related responsibilities in order to comply with regulatory standards and firm requirements, including partnering with internal corporate partners to advise on investment product disclosures.
Required Qualifications, Skills and Capabilities:
- Minimum of 3 years of experience in wealth management or other similar financial services experience
- Excellent communication skills (written and verbal), diligent multi-tasking abilities, high-level of structure and organization, and attention to detail are essential
- Demonstrated ability to make interpersonal connections, foster relationships, and effectively partner with all levels of an organization, from senior management to process participants
- Ability to assess risks, foresee implications, challenge the status quo, and ask thought-provoking questions
- Propensity to motivate business partners to build consensus, influence outcomes, and drive initiatives to completion
- Knowledge of Mutual Funds, ETFs, and SMAs, as well as product management / development experience is a plus
- Experience working with legal agreements is a plus
- Proficiency with core MS Office applications (e.g. Excel and PowerPoint); knowledge of programming language tool (e.g. Python) and/or AI LLM models is an advantage
- SIE, Series 7, and 63 licenses
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
- Minimum of 3 years of experience in wealth management or similar financial services
- SIE, Series 7, and 63 licenses
- Proficiency with core MS Office applications (Excel and PowerPoint)
- Excellent written and verbal communication skills
- Strong multi-tasking abilities, organization, and attention to detail
- Ability to build relationships, influence stakeholders, and partner across levels
- Knowledge of Mutual Funds, ETFs, and SMAs
- Experience working with legal agreements
- Knowledge of programming language tools (e.g., Python) and/or AI LLM models
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 — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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.
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