1+ months

Asset & Wealth Management, J.P. Morgan Securities, Banking & Lending Advisor- Associate

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code
    190076732

Asset & Wealth Management, J.P. Morgan Securities, Banking & Lending Advisor- Associate

Req #: 190076732
Location: New York, NY, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
Company Overview:
 
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
 
Asset & Wealth Management Overview:
 
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
JPMorgan Securities Overview:
 
At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
 
Position Overview:
 
The primary responsibility of this role will be to manage the margin product across J.P. Morgan Securities. The ideal candidate will possess both a deep and expansive knowledge of margin and the ability to project manage multiple margin related initiatives. These projects are designed to drive the business forward, including business risk and control projects, and partnership with Wealth Management colleagues in J.P. Morgan Private Bank and Chase Wealth Management. The Product Manager will be responsible for developing project plans around key product or process initiatives, monitoring progress toward goals, measuring milestones, and establishing communications.
 
Primary Functions:
  • Serve as primary subject matter expert for Margin Lending across Wealth Management, including J.P. Morgan Securities, J.P. Morgan Private Bank, and Chase Wealth Management
  • Develop thorough risk assessment through the implementation of consistent product reviews , reporting, and platform enhancements that allow JPMS to remain current in a constantly evolving regulatory environment
  • Participate in projects related to productivity improvements, compliance, and other matters as needed
  • Develop and distribute key business metrics for Wealth Management partners
  • Liaise across J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A., including product partners, technology, marketing, middle office, legal, finance, and operations
  • Educate Financial Advisors, Bankers, Investors, and Lending Advisors
  • Demonstrate ability to manage, influence, and motivate upward and downward across function

Qualifications:

  • Detail oriented with a broad level of margin expertise
  • Ability to develop processes and consistencies around margin lending across multiple lines of business
  • Ability to interact with key business stakeholders, Financial Advisors, Bankers, Investors, Lending Advisors, and their clients on a regular basis    
  • Strong analytical skills including financial analysis; advanced Microsoft Office skills
  • Ability to actively work within a team environment while taking individual responsibility for a number of tasks

Requirements:

  • 5-7 years of experience in the Financial Services industry; history of margin lending and/or product management
  • Bachelor’s degree required
  • Series 7, 66 required
  • Ability to lead multi-stakeholder projects end to end

 

Qualifications:

  • Detail oriented with a broad level of margin expertise
  • Ability to develop processes and consistencies around margin lending across multiple lines of business
  • Ability to interact with key business stakeholders, Financial Advisors, Bankers, Investors, Lending Advisors, and their clients on a regular basis    
  • Strong analytical skills including financial analysis; advanced Microsoft Office skills
  • Ability to actively work within a team environment while taking individual responsibility for a number of tasks

Requirements:

  • 5-7 years of experience in the Financial Services industry; history of margin lending and/or product management
  • Bachelor’s degree required
  • Series 7, 66 required
  • Ability to lead multi-stakeholder projects end to end

Keyword: consumer%20banking

Categories

Posted: 2019-09-17 Expires: 2019-12-05

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Asset & Wealth Management, J.P. Morgan Securities, Banking & Lending Advisor- Associate

JPMorgan Chase & Co.
New York, NY 10007

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast