Investment Product Strategy Team - Chase Wealth Management
JPMorgan Chase 8,089 reviews - New York, NY

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Job Description

Chase Wealth Management

Investment Product Strategy Team – Vice President

Business Overview:
J.P.Morgan Chase & Co. is a leading global financial services firm, with assets of $2.0 trillion, and operations in more than 100 countries. We are a leader in asset management, investment banking, private banking, treasury and securities services, and financial services for consumers, small business, and commercial banking. J.P.Morgan Chase provides services under the J.P.Morgan and Chase brands.

Chase Wealth Management (CWM) is a business within the Asset Management distribution channel that includes Chase Investments and Chase Private Client. Chase Investments (CI) provides investment and advisory services to customers within the 5,000 Chase branches nationally. Chase Private Client (CPC) was formerly a pilot program that has developed into one of the firm's key growth priorities. It focuses on a client segment historically underserved in Asset Management—clients with a liquid net worth of $500k to $5mm. Chase Private Client now serves over 106,000 households with assets of over $160 billion.

Overview of Role:
Vice Presidents on the CWM Investment Product Strategy Team are responsible for working with both management and product heads to lead initiatives in product development, strategic planning, business analysis, and other internal projects that support high impact growth in our business. They can expect to work extensively with colleagues across Chase Wealth Management, Global Wealth Management and Asset Management; including front office, product, legal, finance, compliance, supervisory, training, sales and operations.

Key responsibilities include:
Identifying and refining key strategic priorities for the business and working to get them executed across all functional teams

Vetting appropriateness of solutions through relevant committees and partners

Creating, modifying, and launching tailored solutions for our distinct client segments

Developing recommendations and presenting to senior management


Excellent teamwork and interpersonal skills

Strong conceptual thinking abilities

Ability to prioritize, multi task, and organize work to meet deadlines, across multiple projects and managers

Strong written and verbal communication skills

Must be able to demonstrate flexibility and adaptability and ability to work under pressure

Strong research and analysis skills, with ability to synthesize and interpret data

Ability to present recommendations to senior management with conviction

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.


Product Management

Primary Location

US-NY-New York-277 Park Avenue / 03363


Retail Financial Services



Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

About this company
8,089 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...