Wealth Management Investments Governance - Associate/VP
Accounting & Finance · Full-time
Role Overview
The Wealth Management Investments Governance team ensures appropriate oversight of Wealth Management (WM)’s investment products, trade practices, and fiduciary obligations. We are seeking a detail-oriented and proactive Associate/VP to support governance processes, committee operations, and strategic initiatives. In this role, you will serve as a key liaison between WM Investments Governance and key business and functional partners, while driving enhancements to oversight frameworks and ensuring seamless execution of committee activities.
Job Responsibilities
- Identify and support enhancements to investment, trade practice, and fiduciary governance oversight processes and frameworks
- Coordinate and execute investment, trade practice, and fiduciary governance oversight committee meetings – including agenda development, material collection and review, logistics management, and driving follow-ups
- Prepare and present high-quality materials to committees and senior stakeholders
- Proactively identify opportunities to streamline and automate tasks and processes
- Own, manage, and support projects (including, creation of new processes and frameworks) and ad-hoc requests requiring quantitative and qualitative analysis
- Help drive project execution, and ensure adherence to established frameworks and timelines
- Build and leverage broad expertise of the Wealth Management business
- Support requests from internal audit, controls testing, and external regulators
- Manage stakeholder relationships and facilitate information flow between teams to drive alignment and collaboration – including other members of the Investments Governance team and various teams across WM Investment Solutions including Due Diligence, Risk, Compliance, Middle Office, and Controls
- Maintain documentation and reporting standards, ensuring compliance with internal policies and regulatory requirements
Required Qualifications, Capabilities, and Skills
- Bachelor's degree in Business, Finance, Economics, or related field
- 3-5 years of experience in governance, fiduciary oversight, program management, finance, or business management
- Agile team player with demonstrated ability to manage multiple priorities concurrently and meet tight deadlines with cross-functional senior stakeholders
- Proactive, accountable, organized, and detail-oriented
- Enthusiastic and self-motivated with the ability to work independently and take initiative in a dynamic environment with limited supervision
- Excellent written and verbal communication skills, including the ability to prepare and present clear and concise slide decks, meeting materials, minutes, and other documentation
- Prior experience creating high-quality, executive-level presentations with strong attention to detail and design excellence
- Ability to quickly adjust messages based on different audiences and agendas
- Strong analytical and problem-solving skills – particularly to identify risks, improve processes, and develop innovative solutions
- Experience building and maintaining relationships with diverse stakeholder groups and driving collaborative outcomes
- Intermediate to advanced proficiency in Microsoft Office Suite, particularly PowerPoint and Excel. Data and analytical experience (pivot tables, vlookup, etc.) required. Experience with automation tools (e.g., Python) and data visualization (e.g., Tableau) preferred
- Knowledge of investment products, investment management, or governance frameworks preferred
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join the Wealth Management Investments Governance team!