J.P. Morgan Wealth Management - Vice President, Self-Directed Investing Business Manager - JPMorgan Chase Bank, N.A.

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

As a Vice President, Self-Directed Investing Business Manager within J.P. Morgan Wealth Management, you will be a part of a lean team responsible for promoting growth for the JP Morgan Self-Directed Investing (SDI) business. You will work closely with the Self-Directed leadership team, collaborate with cross-functional partners and run day-to-day execution of the business agenda. Your role will be pivotal in defining the strategy, priorities and key metrics for growth, while working with key partners to deliver outcomes. This role provides an opportunity to accelerate growth by promoting client acquisition, encouraging client deepening, reducing client attrition and improving client satisfaction.

Job responsibilities

• Provide day-to-day business management for JPM Self-Directed Investing, including the coordination & development of all senior management presentations & events
• Prepare business review agendas & presentations, schedule & run business review prep sessions and coordinate follow-ups
• Help manage the SDI strategy, coordinating with cross-functional partners to achieve key business goals related to account growth, client satisfaction & retention
• Independently handle execution of certain strategic initiatives that have been approved
• Monitor emerging competitive trends and understand the broad self-directed industry

Required qualifications, capabilities, and skills

• At least 7 years of experience in financial services
• Outstanding written & verbal communications with ability to tailor style to different constituencies
• Excellent attention to detail & organizational skills with ability to manage multiple deliverables at same time
• Self-starter with natural curiosity for the wealth management product, digital solutions, markets & investing
• Change agent passionate about driving business results through strategic financial planning & business management

Preferred qualifications, capabilities, and skills

• Wealth management & online brokerage experience preferred
• Bachelor's degree with a relevant Master's degree preferred

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 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

Base Pay/Salary
New York,NY $133,000.00 - $190,000.00 / year