J.P. Morgan Wealth Management- Vice President, Banking Business Development

Job title: J.P. Morgan Wealth Management- Vice President, Banking Business Development

Company: JPMorgan Chase


Job description: Job Category: Product SpecialistJob Description:The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management (CWM), J.P. Morgan Advisors (JPMA), J.P. Morgan Personal Advisors (our remote advice channel), and Self-Directed (our digital investing platform). The combined business has ~$600 billion in Assets Under Management and over 5,000 advisors located across 3,500 branches and 20 offices.As a Vice President in Wealth Management Banking Business Development, you will be responsible for managing core business initiatives supporting our Wealth Management Banking product platform, with specific attention to the cash sweep offering, investment-aligned bank deposits, and traditional banking products to promote balance growth, product harmonization, and consistency across our wealth management business. This may include initiatives aligned toward product development, pricing, product training and education, and/or business risk and controls. You will gain experience in all aspects of product distribution, including strategy development, content creation and design, sales marketing, and financial analysis.Job Responsibilities:

• Drive run the bank and/or change-the-bank initiatives that will advance the WM Banking product experience through partnership with key stakeholders such as Tech Product, Operations, Finance, Treasury, Sales, Service, and Digital teams, as well as Legal, Risk, and Compliance.
• Represent voice of the Advisor and Client experience when developing new technology, product, or platform enhancements
• Drive requirements gathering, definition and documentation to the required levels of quality and specificity including capturing business needs, technical needs, dependencies, testing necessities and approvals
• Quantify market opportunities to set prioritization of key deliverables
• Provide general support on key initiatives, including but not limited to process development, project planning , product management, and communications development
• Serve as subject matter expert on product offering, including team representative on firm workstreams and initiatives
• Participate in projects related to productivity improvements, compliance, and other matters as needed
• Liaise across the firm as appropriate, establishing and maintaining partnerships with LOB specific product, technology, marketing, legal, risk, compliance, finance, and operations partners

Required qualifications, capabilities, and skills:

• Minimum of 6 years of financial services product or project management experience; Wealth Management
• Bachelor’s degree required
• Superior communication skills; ability to lead multi-stakeholder projects end to end
• Ability to actively work within a team environment while driving accountability from key stakeholders
• Strong analytical skills and ability to translate and synopsize data for decision-making
• Advanced Microsoft Office skills including Excel and PowerPoint

Preferred qualifications, capabilities, and skills:

• Banking and/or Lending experience strongly preferred
• Familiarity with IT project work – writing requirements, partnering on testing plans, and holding partners accountable to deliver solutions that meet all business needs

About Us: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, 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 for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransAbout the Team:Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Expected salary:

Location: New York City, NY

Job date: Sat, 09 Aug 2025 07:46:02 GMT

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