Get your dream job within 2 days (HURRY UP)ENROLL NOW

Wealth Management -Investment Solutions Investment & Research Team, Vice President

JP Morgan Chase – New York, NY

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 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.

Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

Primary Function:

The Wealth Management Investment Solutions Investment & Research Team manages the investment due diligence, governance, operational due diligence, and research and technology efforts for Wealth Management discretionary assets. The Investment & Research Team comprises individuals in New York, London, Geneva, Brazil, and Mexico and is highly collaborative across teams and regions.

This position is a VP on the Investment & Research Team and is to focus on being the Subject Matter Expert of WMs Investment Product Risk Ranking framework. The Product Risk Ranking (PRR) model is used by advisors to make suitable investment product recommendations to clients. WM Investment Solutions is responsible for applying and implementing the PRR Model to all of its investment products. In this role, the subject matter expert will partner across different functions (Investment Solutions, Business Management, SM, Risk and Control) to ensure that operating models, procedures, RCSAs and governance is working properly, by critically looking across functions/products and influencing decisions accordingly.


  • Understand Wealth Managements Product Risk Ranking Model
  • Act as the Subject Matter Expert for its implementation across all Wealth Management Products.
  • Coordinate operating models and procedures to effect PRR Implementation owned by due diligence within Investment Solutions
  • Interface with Audit and OCC for all Product Risk Ranking implementation questions.
  • Annually re-rank supplied PRRs (over 700 products across 10 areas) and review and challenge MIS coming to SMIC from Global SM functions
  • Develop implementation plan and execute across WM Investment Solutions for the PRR of U.S. investment products.

  • 4-7 years relevant work experience with a strong quantitative skill set
  • Strong preference for candidate with background and knowledge of financial products and markets including basic understanding of equity, fixed income, commodity and currency market drivers and characteristics
  • Preference for candidate with program management, change management, management consulting, or knowledge of wealth management businesses as well as controls or compliance
  • Leadership, interpersonal, and collaboration skills, with the ability to lead multi-region / global initiatives successfully and engage with a broad range of individuals at all levels of seniority across various business segments
  • Strong ability to learn new concepts, systems, processes, and initiatives
  • Critical thinking, program management, analytical and communication skills with the ability to directly address conflicts and escalate issues where appropriate

Recommended jobs for you

  • Account Manager (Digital Marketing)

    Amobee  - New York, NY

    View Job
  • Intern

    CPC Talent  - New York, NY

    View Job

    New York City HRA/DEPT OF SOCIAL SERVICES  - Manhattan, NY

    View Job
  • Coordinator, Brand and Media

    Association of National Advertisers  - Manhattan, NY

    View Job
  • Business Analyst

    Bank of America  - New York, NY

    View Job

Thanks For Your Feedback