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JPMorgan Wealth Management-Capital Markets/Solutions - Vice President
senior · Consulting
Key Responsibilities:
- Serve as a resource to further the engagement with advisors around listed and OTC derivatives, structured solutions, and overlays
- Collaborate with advisors to identify client objectives and align solutions using OTC and options-based strategies
- Provide education, thought leadership, and consultative support to increase advisor confidence and adoption
- Bring a structured operating mindset to the Capital Markets business
- Lead the development and execution of strategic initiatives that enhance operational efficiency and scalability
- Lead and manage large-scale projects that span multiple business functions, ensuring alignment with organizational goals and delivering significant impact
- Help identify key business opportunities and challenges, employing innovative solutions to address them both tactically and strategically
- Develop comprehensive business cases and project plans to capitalize on these opportunities
- Prepare and deliver executive reports, presentations, business materials, leader updates, and communications for diverse audiences
- Automate and streamline manual controls
- Leverage cross-functional relationships and deep business knowledge to influence outcomes with agility
Required Qualifications, Capabilities, and Skills:
- 10+ years of experience managing projects in a client-focused environment
- Knowledge of wealth management products brokerage and advisory
- Proficiency in options pricing, payoff analysis, risk management, and portfolio construction.
- Experience working directly with advisors, portfolio managers, or client-facing teams in a consultative capacity.
- Demonstrated ability to bridge technical expertise with commercial outcomes.
- Ability to analyze business opportunities and develop actionable business/project plans with strong business cases
- Outstanding ability to communicate effectively and confidently, both verbally and in writing including the ability to articulate complex ideas simply, with extensive Powerpoint experience
- Skilled in applying quantitative and strategic approach to complex problems
- Excellent interpersonal and influencing skills, with the ability to interact with colleagues at all levels and collaborate across teams
- Excellent problem-solving skills, ability to prioritize and delegate, comfortable managing dynamic and complex work
- Bachelor's degree, Series 7 and Series 66 licensed