JPMorgan Chase Wealth Management - Goals-Based Tool Support Manager, VP / ED in New York, New York
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 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.
Support the Head of the Goals-Based Analysis Tools team with the management of the Goals-Based Analysis tool used across The Wealth Management Groups lines of business: J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
Assistant will work closely with the Investment Product Lending, Legal, Risk and Compliance groups to prioritize, design, build, test, and rollout system enhancements and updates.
Will be responsible for coordinating all the necessary regulatory approvals disclosures and fillings are up to date.
Participate in working groups with front office advisors, senior management, product and solution teams in order to gather suggestions and feedback for further enhancements.
Work closely with members of both the internal and external Goals-Based advice field support teams.
Coordinate system testing in the UAT and Production environments for all enhancements, updates and upgrades. Will be Responsible for scheduling and prioritization testing, enhancement releases. Responsible for Risk Control and Self -Assessment (RSCA).
Create Governance committee that will consist of members from LRC, product and support teams to vet upgrades, updates and enhancements.
Assist in preparing material for client seminars and advisor trainings. Demonstrate new system enhancements and updates on national calls to the front office.
Ensure that contracts and related amendments are up to date and in compliance.
Maintain budgets and ensure invoices are paid and proportionally assigned.
At least 10 years of experience in financial services, but not limited to, financial planning, goals-based investing, private banking, affluent/high net worth solutions and retirement strategies
Excellent working knowledge of each area of the Financial Planning process, including investments, insurance, tax, education planning, retirement planning, estate and wealth transfer strategies
Substantial work experience required in a financial advisory/sales and/or financial plan creation role
In-depth experience with financial planning and investment planning software applications and customized Excel modeling
Bachelor's degree required ‐ Certified Financial Planner (CFP) professional designation strongly preferred
Strong working knowledge of Microsoft Office suite
Knowledge of MoneyGuidePro ® financial planning software highly desirable
Strong written and verbal communication skills with impeccable attention to detail
Teamwork-oriented and partnership skills are a must
Proficiency at programming in R and Excel VBA highly desirable.
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.