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Wealth Management Solutions. Product Development – Vice President
senior · Other
As part of Wealth Management Solutions, the U.S. Funds Product Development team is responsible for the design, development, launch, and ongoing management of proprietary mutual funds within the Six Circles Fund complex. The complex consists of 10 mutual funds designed exclusively for JPMorgan discretionary portfolios managed by the Chief Investment Office (CIO) and sub-advised by leading third-party asset managers. The team oversees the full product lifecycle, including new product development, enhancement of existing offerings, and management of strategic relationships with sub-advisers. Operating within a highly regulated environment governed by the SEC and the Investment Company Act of 1940, the Six Circles platform utilizes more than a dozen sub-advisers and supports more than $150 billion in client assets.
Job Responsibilities
Lead all phases of the product development life-cycle for new mutual fund launches, including feasibility analysis, investment design, governance approvals, and end-to-end implementation
Provide thought leadership on investment solutions, product structure, and platform evolution, partnering with the CIO, sub-advisers, and key stakeholders to develop innovative approaches that enhance portfolio construction, improve scalability, and support evolving client and business needs
Drive the development and implementation of new investment strategies, sub-adviser relationships, and product enhancements across the Six Circles platform
Partner closely with CIO, the sub-advisers, and internal stakeholders, including Legal, Compliance, Middle Office, and Fund Administration, to support the ongoing management and enhancement of existing products
Lead strategic initiatives that promote innovation, operational efficiency, and the continued evolution of the complex
Develop and manage complex cross-functional project plans, coordinating stakeholders to deliver product, regulatory, operational, and governance initiatives
Manage key relationships with sub-advisers and service providers to support successful product implementation, oversight, and ongoing platform enhancement
Required Qualifications, Skills and Capabilities:
7+ years of experience in financial services, preferably with experience in product development of 1940 Act investment vehicles (mutual funds, ETFs)
Strong knowledge of mutual funds and other managed investment products, including their operational, governance, and regulatory frameworks
Demonstrated experience leading complex, cross-functional initiatives, including product launches, restructurings, operational enhancements, or regulatory change implementation
Ability to provide thought leadership on investment product design, platform capabilities, and operating models, balancing investment objectives with operational, regulatory, and business considerations
Exceptional project management and organizational skills, with the ability to manage multiple concurrent priorities, mitigate risks, and deliver results in a fast-paced environment
Strong communication and presentation skills, including the ability to synthesize complex concepts into clear recommendations and executive-ready materials
Proven ability to influence outcomes and build consensus across diverse stakeholder groups, including investment professionals, senior management, control functions, and external partners
Strong analytical and problem-solving skills, with the ability to challenge assumptions, identify risks, and develop practical solutions to complex issues
Collaborative team orientation coupled with strong ownership, attention to detail, and accountability for delivering high-quality results
Proficiency with core MS Office applications (e.g. Excel and PowerPoint); experience leveraging data analytics, AI tools, or programming languages (e.g., Python) is a plus
- SIE, Series 7, and 63 licenses