JPMorgan Wealth Management-Capital Markets/Solutions - Vice President

JPMorgan Wealth Management-Capital Markets/Solutions - Vice President

New York, NY, United States

Job Description

Key Responsibilities

• Serve as a resource to further the engagement with advisors around listed and OTC derivatives, structured solutions, and overlays
• Collaborate with advisors to identify client objectives and align solutions using OTC and options-based strategies
• Provide education, thought leadership, and consultative support to increase advisor confidence and adoption
• Bring a structured operating mindset to the Capital Markets business
• Lead the development and execution of strategic initiatives that enhance operational efficiency and scalability
• Lead and manage large-scale projects that span multiple business functions, ensuring alignment with organizational goals and delivering significant impact
• Help identify key business opportunities and challenges, employing innovative solutions to address them both tactically and strategically
• Develop comprehensive business cases and project plans to capitalize on these opportunities
• Prepare and deliver executive reports, presentations, business materials, leader updates, and communications for diverse audiences
• Automate and streamline manual controls
• Leverage cross‑functional relationships and deep business knowledge to influence outcomes with agility

Required Qualifications, Capabilities, and Skills

• 10+ years of experience managing projects in a client‑focused environment
• Knowledge of wealth management products brokerage and advisory
• Proficiency in options 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
• Ability to analyze business opportunities and develop actionable business/project plans with strong business cases
• Outstanding ability to communicate effectively and confidently, both verbally and in writing, including the ability to articulate complex ideas simply, with extensive PowerPoint experience
• Skilled in applying quantitative and strategic approach to complex problems
• Excellent interpersonal and influencing skills, with the ability to interact with colleagues at all levels and collaborate across teams
• Excellent problem‑solving skills, ability to prioritize and delegate, comfortable managing dynamic and complex work
• Bachelor's degree, Series 7 and Series 66 licensed

Equal Opportunity Employer/Disability/Veterans