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Wealth Management - Investments Business Management – Client Advice & Strategy - ED

Job Description

About J.P. Morgan: J.P. Morgan is a global leader in financial services, working across the globe to deliver the best solutions and advice to meet our clients’ needs. We operate in 100 countries, and hold leadership positions across our different lines of business. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world – and why we can offer you an outstanding career.
About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Global Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.
Overview: Investments Business Management supports senior management in managing and executing initiatives. This group also partners with Legal, Compliance, and Risk to define and implement solutions to comply with new regulations and business requirements across multiple entities and jurisdictions.
Job Description: The individual in this role will become an integral member of Investments Business Management team which supports Client Advice and Strategy. S/he will support global investment teams, helping to develop and prioritize initiatives across client channels globally. Responsibilities will include executing global investments initiatives, covering diverse investments subject matter, sales management, and ensuring compliance with our risk and control agenda. Partnership with colleagues across both Investments and Solutions, as well as control functions, will be critical to success in this role. Responsibilities will inevitably extend from areas mentioned into others.
Role and Responsibilities:
  • Partner with senior leaders to develop messaging and implementation of investment and banking solutions for clients across Wealth Management, and deliver advice across the client wealth spectrum globally
  • Problem solve and examine business initiatives with an eye towards client, firm, advisor, and business impact
  • Work with senior management including Investment Team Leaders, Practice, Leaders, Asset Class Leaders and Operating Committee Members
  • Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information, drawing conclusions and making recommendations for senior management
  • Understand, define, and prioritize business needs in the context of short and long term objectives
  • Navigate and facilitate information flow/messaging between teams
  • Establish and lead working groups, requiring effective partnership with groups across Legal, Compliance, Technology, Operations, Risk, Supervisory Management, Marketing, Finance, and Human Resources
  • Ability to independently run and execute major initiatives across regions and lines of business
  • Organized and comprehensive project management approach to allow for management of multiple projects concurrently
  • Intellectual curiosity with a history of digging deep into problems to understand a broad range of both upstream and downstream impacts
  • Proactive, accountable, and detail-oriented work ethic
  • Confidence and skill to both develop and recommend solutions to business leaders
  • Ability to quickly analyze business practices to identify risk and develop innovative solutions
  • Strong written and verbal communication skills to interface globally with all levels of the organization
  • Superior judgment and discretion working with both confidential and sensitive information
  • 6+ years of experience in Wealth Management or Asset Management industry
  • Experience in the Front office a plus
  • Broad understanding of JPMorgan Asset Management
  • Experience using Microsoft Office, including Excel and PowerPoint, as well as Adobe PDF
  • Superior multi-tasking and organizational skills 
  • Excellent communication skills and poise giving presentations, especially to senior management
  • Demonstrated aptitude for sales and client relationship management
  • The ability to be a dynamic member of a team
  • Strong initiative, energy and confidence completing projects with limited supervision
  • Good judgment and discretion working with highly confidential information
Req #: 180055753
Location: New York, NY US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 6500 US Dollar (USD)

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