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manager wealth management

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  YOUR IMPACT
  <br/>
  <br/>
 </strong>
 Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
 <br/>
 <br/>
 <strong>
  OUR IMPACT
  <br/>
  <br/>
 </strong>
 <strong>
  Wealth Management
  <br/>
  <br/>
 </strong>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
 <br/>
 <br/>
 <strong>
  Private Wealth Management (PWM)
  <br/>
  <br/>
 </strong>
 Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
 <br/>
 <br/>
 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.
 <br/>
 <br/>
 <strong>
  How You Will Fulfill Your Potential
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
  </li>
  <li>
   Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
  </li>
  <li>
   Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm&rsquo;s strategic views
  </li>
  <li>
   Prepare client-facing materials depicting asset allocation and performance
  </li>
  <li>
   Diligence internal and third-party investment opportunities across the public and private markets
  </li>
  <li>
   Synthesize research material and communicate firm views to clients
  </li>
  <li>
   Support business development efforts by researching qualified prospects and tracking relevant capital raises
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills &amp; Experience We&rsquo;re Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's Degree required
  </li>
  <li>
   Ability to work in a fast-paced environment and think clearly under pressure
  </li>
  <li>
   Strong interest in the financial markets and good investment sense/commercial instinct
  </li>
  <li>
   Ability to multi-task and work with numerous colleagues and desks across the Firm
  </li>
  <li>
   Strong verbal and written communication skills
  </li>
  <li>
   Strong organizational and interpersonal skills
  </li>
  <li>
   SIE, Series 7 and 63 required (must be obtained within three months of employment)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
 <br/>
 <br/>
 We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
 <br/>
 <br/>
 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.htl
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.
 <br/>
 <br/>
 Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
 <br/>
 <br/>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Private Wealth Management, Financial Analyst - New York

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 About Goldman Sachs
 <br/>
 <br/>
 At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it&rsquo;s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
 <br/>
 <br/>
 Asset and Wealth Management
 <br/>
 <br/>
 <strong>
  Goldman Sachs Asset &amp; Wealth Management provides advice, investing and execution for institutions and individuals across public and private markets.
  <br/>
  <br/>
 </strong>
 Our Asset Management business is one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
 <br/>
 <br/>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.
 <br/>
 <br/>
 Job Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Support the oversight of ~200+ Administrative Assistants across Asset &amp; Wealth Management Americas
  </li>
  <ul>
   <li>
    Partner closely with AWM Leadership and Admin Manager to support performance management, development, and engagement across the AWM Americas Administrative Assistant population.
   </li>
   <li>
    Work with Admin Manager to allocate and assign assistant coverage in coordination with Business Unit COOs.
   </li>
   <li>
    Build relationships across various internal stakeholders including Business Unit Managers and Business Unit COOs, acting as a trusted partner advising on coverage models, headcount and contingent labor needs, and assistant talent decisions aligned to business priorities.
   </li>
   <li>
    Drive project management related to event planning, including but not limited to townhalls, year-end, milestone achievements, etc.
   </li>
   <li>
    Own onboarding and integration strategy for all new joiners (both full-time employees and contract workers), partnering with business stakeholders to deliver customized training programs.
   </li>
   <li>
    Build and maintain training programs for administrative assistant population across the division to enhance knowledge of existing resources, new resources and divisional subject matter, including the development of best practice and procedure documents for relevant firm platforms.
   </li>
   <li>
    Support the end-to-end recruiting efforts for Administrative Assistants across full-time and contract hiring pipelines, including sourcing strategy, interview coordination and offer approval processes.
   </li>
   <li>
    Champion efforts to uplift talent capabilities, enhance engagement, and strengthen organizational health.
   </li>
   <li>
    Manage staff augmentation and contingent worker budgets, including forecasting, tracking spend, approvals, and reporting; manage vendor/agency coordination.
   </li>
   <li>
    Coordinate with contingent worker management to lead recruitment, feedback process, contract extension and conversion process
   </li>
   <li>
    Organize regular catchups and touchpoints with assistant population across the division, provide support for ad-hoc queries.
   </li>
   <li>
    Develop strategic communication plan with administrative assistant population to enhance connectivity.
   </li>
   <li>
    Own various operational functions including time management approvals and reporting management systems.
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong proactive team player able to work efficiently and effectively in handling multiple tasks
  </li>
  <li>
   Excellent organizational and communications (written and verbal), skills
  </li>
  <li>
   Innovative thought processes and proactive time management
  </li>
  <li>
   Competitive spirit with the ability to lead, motivate and build relationships with internal stakeholders
  </li>
  <li>
   Ability to handle sensitive, confidential information with the utmost discretion
  </li>
  <li>
   Familiarity with RMS, Cyborg, Anaplan, Fieldglass and related internal systems is required
  </li>
  <li>
   Advanced proficiency in platforms such as Smartsheet, Sharepoint, Microsoft Word, Excel and Power Point
  </li>
  <li>
   Bachelor&rsquo;s degree
  </li>
  <li>
   3-5 years of relevant work experience
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $100000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Administrative Assistant Manager, Associate, New York

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate engages with us through their first 30 days with the company.
</p><p>As a Full Lifecycle Executive Recruiter within JPMorgan, you will ensure your clients are optimally positioned to attract, source, and recruit top talent, both internally and externally. You will be responsible for staffing the business with quality hires, offering strategic talent acquisition solutions, and proactively building pipelines for future needs. As a segment subject matter expert, you will oversee the entire recruitment lifecycle for roles within your segment.
</p><p><b>Job Responsibilities</b></p><ul>
<li>Qualify new searches, ensuring information is accurate and job descriptions align with global guidance</li>
<li>Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls and policies</li>
<li>Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market</li>
<li>Source and pipeline qualified candidates through a wide variety of channels, supported by your aligned sourcing partner when required</li>
<li>Evaluate (screen), interview and present qualified candidates to hiring managers
</li><li>Partner with the interview scheduling team to arrange candidate interviews with hiring teams</li>
<li>Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time</li>
<li>Act as a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations</li>
<li>Conduct pre-offer candidate calls and take ownership of offer negotiation and management</li>
<li>Liaise with hiring managers, human resources, and compensation partners to ensure appropriate offer approvals are in place</li>
<li>Present to and update senior client groups on recruiting activity and manage escalations effectively</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul>
<li>6+ years of experience working within a recruiter role either in-house or within a talent acquisition agency
</li><li>Experience sourcing and pipelining talent
</li><li>Demonstrate excellent client management skills
</li><li>Demonstrated ability to build relationships and deliver a first class candidate experience</li>
<li>Excellent communication skills both written and verbal</li>
<li>Demonstrated ability to present recruiting activity to senior clients when required</li>
<li>Demonstrated ability to manage client expectations and escalations where appropriate</li>
<li>Good prioritization and organizational skills with the ability to multi-task
</li><li>Demonstrated ability to work independently and as part of a wider team
</li></ul><p><b>Preferred qualifications, capabilities, and skills</b></p><ul>
<li>Microsoft PowerPoint, Excel, Adobe skills</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div><div><br>
<br>
</div><div>Human Resources plays a critical role in driving the employee experience, shaping the firm&rsquo;s culture and building a diverse and inclusive workforce. We are a strategic partner to the business &mdash; working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.</div></div>

Asset & Wealth Management Executive Recruiter

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
We are seeking a highly organized and analytically minded content strategist and writer. This role is ideal for an experienced professional who is passionate about content marketing and thought leadership, particularly within the financial services sector.</p>
<p><b>
OUR IMPACT</b></p>
<p><b>
Wealth Management</b></p>
<p>
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.</p>
<p><b>
Wealth Management Content Marketing</b></p>
<p>
The Wealth Management Content Marketing team is responsible for developing and executing digital campaigns across owned and earned channels that generate new business with prospects and clients, supports client retention, and builds brand equity. We partner with the business to deliver campaigns that drive consideration and deepen relationships. We operate at a fast pace and have multiple campaigns and projects in market at any time.</p>
<p>
The ideal candidate will have a proven track record of writing content on the markets, investing and wealth planning within a large financial institution grounded in research and rigor. Content would include articles, white papers, web pages and video scripts, as well as copy for promotional channels like social and newsletters. They must have excellent project management skills and hands on execution experience routing content through approvals including complex legal and compliance reviews, incorporating feedback, editing and publishing on the web.</p>
<p>
This role can be based out of New York City and will report to the lead editor.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li><b>
Create and Refine Content</b>: Write timely, intelligent thought pieces for white papers, email, web and social that serves to elevate the brand, drive lead gen and engage and retain clients.</li><li><b>
Maintain Brand Consistency</b>: Adhere to brand guidelines, tone, voice, and messaging architecture to ensure consistency across all content.</li><li><b>
Simplify Complex Topics</b>: Translate complex financial concepts into engaging, accessible content for target audiences.</li><li><b>
Promotion:</b> Work with our promotions lead to initiate and develop comms/promotional plans for content campaigns and to draft engaging promotional copy for use across channels including web, social media, newsletter, email and more.</li><li><b>
Research and Reference</b>: Identify and cite credible sources for articles, white papers, and case studies. Develop relationships with private wealth advisors to deliver the most relevant content to clients and prospects.</li><li><b>
Project Management</b>: Navigate project management systems and collaborate with teams to meet deadlines and deliver high-quality content.</li><li><b>
Review and Compliance</b>: Manage editorial, subject matter, and regulatory reviews to ensure content meets the highest standards.</li><li><b>
Analysis and Measurement</b>: Analyze content performance and integrate learnings into writing.</li></ul>
<p><b>
EXPERIENCE &amp; SKILLS WE&rsquo;RE LOOKING FOR</b></p>
<ul><li>
Bachelor&rsquo;s Degree required (preferably in Communications, Journalism or English)</li><li>
Excellent time management with the ability to manage multiple complex projects to completion. Strong organizational skills and ability to meet tight deadlines.</li><li>
A fast learner and self-starter that can work independently and proactively. Agile and can switch gears based on project prioritization.</li><li>
Bachelor&rsquo;s Degree (BA/BS) in Journalism, English or Communications. Exceptional written and verbal communication skills, including the ability to craft compelling narratives to diverse audiences. Proven copy writing and strong grammar and proofreading skills.</li><li>
3+ years of experience in content marketing within a large financial institution. A proven track record of developing and executing digital content strategies across multiple channels including web, email, social and formats like video and audio.</li><li>
Demonstrated expertise in content publishing processes, including rigorous legal and compliance reviews, within a regulated financial services environment.</li><li>
Proficiency with analytics and ability to leverage data to measure content performance, optimization, and strategic decision-making. A practical, data-driven mindset with an eagerness to learn and adapt.</li><li>
Experience in using artificial intelligence in writing a plus.</li><li>
Experience with ultra-high net worth audiences a plus.</li><li>
Strong interpersonal, matrixed team relationship management skills. Willing to work with stakeholders across the business at all seniority levels.</li><li>
Personal commitment to accuracy, strong attention to detail and proactive risk management mindset. Experience in compliance-driven environment.</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.</p>
<p>
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.</p>
<div>
<p><b>Salary Range</b><br>
The expected base salary for this New York, New York United States based position is $85000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.</p>
<p><b>Benefits</b><br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.</p>
</div></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Marketing
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 85,000 - 160,000</p>

Asset & Wealth Management, Wealth Marketing, PWM Content Writer, Associate - New York

<div><b>JOB DESCRIPTION</b><p><br>
J.P. Morgan Chase &amp; Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury &amp; Securities Services, Asset &amp; Wealth Management, Retail Financial Services and Card Services.</p><p>
The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in 2015 by Euromoney as the world&rsquo;s best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.</p><p><b>
Role Summary</b></p><p>
As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management&rsquo;s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. In this role, you will be part of a group that combines traditional fundamental equity analysis with rigorous quantitative and factor-based approaches to drive investment decisions. You will collaborate closely with fundamental analysts and portfolio managers, monitor the trade process, and contribute quantitative investment and portfolio construction ideas for implementation within discretionary equity and multi-asset client portfolios across global markets.</p><p><b>
Responsibilities</b></p><ul>
<li>Risk Modeling: Apply risk models (Axioma other risk models) to evaluate portfolio exposures, support risk management, and inform investment decisions across global equity markets.</li>
<li>Portfolio Construction: Partner with portfolio managers to apply quantitative models and analytics to improve portfolio construction, evaluate risk exposures, and conduct performance attribution for global equity portfolios.</li>
<li>Quantitative Research: Build and maintain financial models using advanced coding skills (Python, R, or similar), leveraging large and complex datasets to uncover new market insights and trends. Apply AI and machine learning techniques to enhance investment research and portfolio management.</li>
<li>Collaboration and Communication: Collaborate with fundamental team members to integrate quantitative insights into investment strategies. Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.</li>
<li>Compliance: Maintain a consistent focus on compliance and risk management.</li></ul><p>
</p><p><b>Required Qualifications, Skills and Capabilities:</b></p><ul>
<li>6-10 years&rsquo; experience working on Long-only Equity Buy-side. In-depth understanding of equity markets, financial theory, and risk models.</li>
<li>Strong experience applying risk models and in portfolio construction; experience with Axioma or other risk models preferred.</li>
<li>Advanced programming skills in Python, including experience with data analysis libraries (e.g., Pandas, NumPy) and working with APIs.</li>
<li>Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques.</li>
<li>Bachelor&rsquo;s or Master&rsquo;s degree in a quantitative field (Finance, Mathematics, Engineering, Computer Science, etc.).</li>
<li>CFA designation or demonstrated progress toward CFA designation.</li></ul><p>
</p><p><b>Key Attributes</b></p><ul>
<li>Strong analytical mindset with intellectual curiosity, problem-solving, and critical thinking skills, as well as excellent attention to detail.</li>
<li>Excellent communication skills (listening, verbal, and written), with the ability to explain quantitative concepts to non-quant colleagues.</li>
<li>Clear passion for financial markets and investing</li>
<li>High-level interpersonal and teamwork skills, and a passion for financial markets and investing.</li>
<li>Effective multi-tasking and prioritization capabilities.</li>
<li>Ability to operate productively in a collaborative, fast-paced, team-oriented environment.</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Wealth Management , Chief Investment Officer Equities Team, Vice President

<div><b>JOB DESCRIPTION</b><p><br>
Wealth Management, Lending Product Owner</p><p>
</p><p>As a Lending Product Owner in Wealth Management, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
</p><p><b>Job Description:</b></p><p>
You will need to be outcome focused and foster an environment of continual innovation based on data interpretation, customer / stakeholder interviews and adopting latest digital technologies to enhance client experience and maximize profitability. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.</p><p><b>
Job Responsibilities:</b></p><p>
Develops a product strategy and product vision that delivers value to customers.</p><ul><li>
Manages discovery efforts and research to uncover customer solutions and integrate them into the product roadmap.</li><li>
Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition.</li><li>
Lead agile ceremonies such as sprint planning, daily stand-ups, and retrospectives.</li><li>
Leads the Product Testing &amp; Release management strategy.</li><li>
Lead, mentor, and support a team of product analyst/associates, fostering their growth and development.</li><li>
Facilitate collaboration and communication within the scrum teams and with other departments.</li><li>
Act as the primary point of contact for product-related queries and updates.</li><li>
Continuously improve processes to enhance productivity and product quality.</li><li>
Utilize design thinking methodologies to help de-risk product investments by validating assumptions early and iterating based on user feedback.</li></ul><p><b>
Required Qualifications, capabilities &amp; skills:</b></p><ul><li>
Graduate / Post-Graduate, with a minimum of 5-10 years of experience in Banking / Financial Services of which at least 3 should be in a similar role &amp; profile.
</li><li>Expertise in defining, building out product strategy and roadmap and Strong prioritization skills.</li><li>
Advanced knowledge of the product development life cycle.
</li><li>Data &amp; Tech Literacy - Leverages data analytics and digital skills to create new insights and deliver well designed applications that together support business transformation.</li><li>
Market &amp; Product Knowledge - Demonstrates a thorough understanding of our products, systems and end to end processes, and keeps abreast of market and industry trends.</li><li>
Continuous Improvement - Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our operating platform.</li></ul><p><b>
Preferred Qualifications, capabilities &amp; skills:</b></p><ul><li>
Influencing skills to manage a variety of stakeholders from different functions</li><li>
Team player who proactively shares knowledge and information within and outside the function</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Wealth Management, Lending Product Owner

<div><b>JOB DESCRIPTION</b><p><br>
J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. J.P. Morgan Private Bank has been helping the world&rsquo;s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking.</p><p>
As a Private Bank Supervisory Manager in Asset &amp; Wealth Management, you will coordinate and work closely with the Private Bank Market Leadership and within the Supervisory team to meet existing supervisory procedure requirements. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.</p><p><b>
Job responsibilities</b></p><ul>
<li>Coordinate and lead monthly meeting with Market Manager. This includes preparing and presenting key findings and overview of activities in prior month
</li><li>Participate in Market Leadership meetings and join Market Team calls. Interact with employees in the market to address questions and take action to resolve</li>
<li>Coordinate with employees, management and Registration department on changes to employee registration profile including U4 amendments</li>
<li>Train new hires and existing employees on procedures or specific topics as needed</li>
<li>Coordinate with Central Supervision, address suitability concerns, review customized client materials, and act as a liaison for issue resolution. Review and resolve compliance surveillance inquiries</li>
<li>Provide principal approval for brokerage trade corrections. Review and action brokerage account maintenance requests (i.e. options, margin, QIB)</li>
<li>Perform oversight of incoming correspondence, checks, and securities. Review trends and patterns of escalated email violations.
</li><li>Provide pre-approval of suitability for accounts to participate in alternative investments; review and determine account eligibility for Initial Equity Public Offerings</li>
<li>Act as error escalation contact for investment related errors. This includes reviewing and correcting error as well as completing escalation and reporting</li>
<li>Act as complaint escalation contact, review circumstance to determine possible complaint, submit to firm wide complaint reporting tool, and coordinate with complaint response team for appropriate resolution</li>
<li>Act as liaison for annual compliance branch exam. Work with Market Manager to address any remediation needed</li></ul><p><b>
Required qualifications, capabilities and skills</b></p><ul>
<li>7+ years of experience with supervision of securities / investment industry</li>
<li>Licenses required to perform all job duties associated with the role: FINRA SIE, Series 7, 66 (63/65), 9/10 (4,24,53)</li>
<li>A valid Series 4 is required or must be obtained within 90 days of starting in the role as a condition of employment
</li><li>Ability to provide clear, concise, and timely resolution to issues. Proven judgement and problem-resolution skills; comfortable making decisions independently and dealing with conflict in high stress situations</li>
<li>Demonstrate strong critical thinking, analytical research and quantitative skills.</li>
<li>Strong written and verbal communications skills, including an ability to communicate with all levels of leadership and Market colleagues</li>
<li>Possess excellent time management, organization and follow up skills</li></ul><p><b>
Preferred qualifications, capabilities and skills</b></p><ul>
<li>Bachelor&rsquo;s Degree preferred</li>
<li>Experience as a Supervisory, Risk or Compliance professional preferred</li>
<li>Experience working in an environment alongside Advisors preferred</li>
<li>Ability to understand new investment products and firm wide policies and procedures</li></ul><p>
</p><p>'This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase&rsquo;s review of criminal conviction history, including pretrial diversions or program entries.</p>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

J.P. Morgan Wealth Management - Private Bank Supervisory Manager - New York, NY

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