JPMorgan Wealth Management-Capital Markets/Solutions - Vice President

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