Wealth Management, Analyst

• US Solutions Product Development

JPMorgan Asset & Wealth Management delivers industry-leading investment management 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, enabling them to better define, focus and realize their goals.

Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.

Job Description:

This is an Analyst role focused on product development and management. The Product Development team is responsible for launching and managing fee-based, advisory products for distribution across four distinct US distribution channels. These investments, whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds (ETFs) across all asset classes. In addition, the team manages the product lifecycle and drives key strategic changes to streamline offerings across channels. This product role spans all asset classes and requires strong project management skills, as well as the ability to work across multiple organizational levels to achieve our strategic objectives.

• Drive product launches by collaborating with investment management, business channels, trading, legal, compliance, risk, finance, tax, operations, and technology teams, ensuring initiatives are delivered on time and within scope.
• Lead feasibility analyses of proposed solutions by partnering with stakeholders to identify critical delivery components and assess time to market.
• Spearhead efforts to consolidate products, streamlining offerings to clients to optimize resource allocation and focus on areas of revenue and asset growth.
• Provide product support and coordinate across business lines to ensure a seamless client experience for new launches and the implementation of key product lifecycle changes, both tactically and strategically.
• Develop and manage project plans and updates for senior management.
• 3+ years of experience in financial services preferred, with a background in product roles within wealth management, asset management, investment banking, or consulting.
• Exposure to managed investment products in SMA format across asset classes (Equity, Fixed Income, Multi-Asset, Alternatives and/or Structured Products/Derivatives).
• Demonstrated success in delivering business initiatives through a structured approach and organizational collaboration.
• Excellent communication skills, with the ability to clearly and logically present complex concepts to key partners and senior leaders, both orally and in writing.
• Strong team orientation, with the ability to work effectively with individuals and groups across different functions and levels of seniority.
• Analytical and data-driven mindset, with exceptional problem-solving and critical thinking skills.

Required Qualifications, Capabilities and Skills:

• 3 years of experience in financial services preferred, with a background in product roles within wealth management, asset management, investment banking, or consulting.
• Exposure to managed investment products in SMA format across asset classes (Equity, Fixed Income, Multi-Asset, Alternatives and/or Structured Products/Derivatives).
• Demonstrated success in delivering business initiatives through a structured approach and organizational collaboration.
• Excellent communication skills, with the ability to clearly and logically present complex concepts to key partners and senior leaders, both orally and in writing.
• Strong team orientation, with the ability to work effectively with individuals and groups across different functions and levels of seniority.
• Analytical and data-driven mindset, with exceptional problem-solving and critical thinking skills.