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Product Platform Lead (VP)

Jersey City, NJ, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
    Product Development
  • Experience:
    5-7 years
Job Description:
59 people have viewed this job

Collaborate with USWM Investments and Advice Leads to understand advisor needs to effectively manage client investment portfolios

Understand industry trends and provide recommendations for opportunities to further advance the advisor toolset  

Represent USWM during prioritization and development efforts with Wealth Management Solutions and Chief Operating Office stakeholders

Partner with stakeholders to maintain a risk-aware control framework to ensure investment solutions are aligned to client objectives

Qualifications: 

Required:

Bachelor's Degree

5+ years in financial services industry with 2+ years of direct experience with stated responsibilities

Self-starter with natural curiosity for the markets and investing

Exceptional verbal and written communication skills

Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment

Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities, including compliance, due diligence, legal, marketing, operations, risk, sales and technology

Preferred

Series 7 & 66


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