JPMorgan Wealth Management -Head of Strategic Initiatives & Alternatives (Investments & Advice) — Executive Director

The Head of Strategic Initiatives & Alternatives within JPMorgan Advisors (JPMA) Investments & Advice, will lead the Strategic Initiatives team and be accountable for alternatives business development across JPMA. The role partners closely with advisors, regional leadership, and cross-line-of-business stakeholders to grow and scale coverage for HNW/UHNW clients.

Responsibilities

Strategic Initiatives Leadership & Coverage

• Define and implement the team’s operating model, priorities, and coverage approach
• Deliver high-touch advisor and client engagement on select HNW/UHNW opportunities

Alternatives Business Development (Enterprise Accountability)

• Set and drive the Alternatives growth strategy across JPMA in partnership with product/program stakeholders and field leadership.
• Establish goals, measurement, and execution cadence

Platform Strategy & Evolution

• Identify advisor/field needs and advance strategic additions and enhancements
• Bring forward insights from client engagement and the field to inform platform prioritization
• Governance leadership: Chairs the Investment Council, setting agenda, decision frameworks, and execution follow-through on strategic priorities

Complex & Sensitive Client Engagements

• Provide leadership guidance on special situations, including complex book transfers and sensitive client matters

Recruiting Support

• Partner with JPMA to support recruiting, including articulating investment and alternatives capabilities to advisor prospects

External Presence & Industry Engagement

• Represent JPMA at relevant industry forums
• Participate in public-facing engagements, including completion of media training when required.
• Maintain a strong culture of risk management and compliance, and operate in accordance with firm policies, standards, and supervisory expectations.

Controls & Compliance

Required Qualifications, Skills & Capabilities

• Bachelor’s degree and FINRA Series 7

• 12+ years of financial services and leadership in wealth management, investments, product/platform strategy, and/or capital markets

• Demonstrated success building and leading teams and scaling business development/distribution initiatives

• Ability to operate in a matrix environment, chair senior forums, align stakeholders, and drive decisions to execution

• Exceptional executive communication and presentation skills

Preferred Qualifications

• MBA or other advanced degree

• CFA and/or CFP
• Alternatives expertise

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans