JPM Private Bank/WM Solutions, Cross… at JPMorganChase · New York

Lead conversations and presentations with advisors and clients as a subject matter expert across structured investments.

Within the J.P. Morgan Private Bank, the Cross Asset Solutions team of specialists works seamlessly with Private Bank and Wealth Management advisors, strategists, and our cross-asset trading partners to help our clients assess market dynamics to identify and structure products and access markets for investment and risk management goals. Within our U.S. Cross Asset Derivative Solutions trading business, we are looking for A Vice President to coordinate and develop structured investment conversations and distribution across our U.S. advisor platform. We’re looking for someone with deep understanding and background of structured investments, strong client relationships, and an ability to coordinate across a team in a fast paced, trading floor environment.  

Job responsibilities

• Lead conversations and presentations with advisors and clients as a subject matter expert across structured investments.
• Provide thought leadership, education, and technical expertise/analysis across our structured investments platform to increase advisor penetration, understanding and adoption.
• Act as a trusted partner to financial advisors, translating broader platform investment strategy with complex derivatives concepts into clear, actionable guidance.
• Help develop and execute a commercial sales strategy to drive scalable adoption of structured investments in a portfolio context.
• Leverage data analysis across activity and asset composition to target opportunities for continued growth of the platform.
• Work closely with risk, legal, compliance, trading, and operations to ensure strategies are executed within firm and regulatory frameworks.
• Provide feedback into product development, platform and digital enhancements, and governance related to derivatives usage.
• Support senior leadership with insights on trends, usage metrics, and growth opportunities.

Required qualifications, capabilities and skills

• 7+ years of experience in derivatives, options, structured products, or capital markets–related roles
• Strong technical background in structured investments pricing, payoff analysis, risk management, and portfolio construction
• Experience working directly with advisors, portfolio managers, or client-facing teams in a consultative capacity
• Demonstrated ability to bridge technical expertise with commercial outcomes
• Bachelor’s degree required

Preferred qualifications, capabilities, and skills

• SIE, Series 7, and Series 66 licenses (mandatory to obtain within 120 days)
• Familiarity with managed accounts, model portfolios, or overlay strategies strongly preferred

About the Team

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.​

About the Company

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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