senior wealth advisor

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence. You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry&rsquo;s most significant technology advancements, championing engagement and adoption at every stage.</p><p><b>
Key Responsibilities</b></p><p><b>
Strategic Leadership &amp; Advisor Engagement</b></p><ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul><p><b>
Program Management &amp; Delivery</b></p><ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul><p><b>
Stakeholder Communication &amp; Alignment</b></p><ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul><p><b>
Data-Driven Insights &amp; Continuous Improvement</b></p><ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul><p><b>
Required Qualifications
</b></p><ul><li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul><p><b>
Preferred Qualifications:
</b></p><ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic 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>

ConnectWealth NY | Program and Advisor Experience Lead (Vice President)

<div><b>JOB DESCRIPTION</b><p><br>
The ConnectWealth Program and Change Management Lead will play a pivotal role in driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. This pivotal role combines strategic change leadership with hands-on execution, driving organizational readiness and sustainable adoption across our wealth management transformation. In this high-impact position, you will oversee program management and change initiatives for a specific line of business, ensuring seamless delivery of platform enhancements and effective advisor engagement. Your leadership will be critical in managing change, fostering advisor adoption, and ensuring the technology transformation delivers measurable value throughout the organization. This is a unique opportunity to lead meaningful change, support thousands of advisors and their clients, and guide one of the industry&rsquo;s most significant technology advancements through every stage of engagement and adoption.</p><p><b>
Key Responsibilities:</b></p><p><b>
Change Strategy &amp; Leadership</b></p><ul>
<li>Design and execute comprehensive change management strategy across all phases of ConnectWealth transformation</li>
<li>Develop adoption frameworks aligned with business objectives and advisor readiness levels</li>
<li>Lead organizational impact assessments identifying change implications across stakeholder groups</li></ul><p><b>
Strategic Leadership &amp; Advisor Engagement</b></p><ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul><p><b>
Program Management &amp; Delivery</b></p><ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul><p><b>
Stakeholder Communication &amp; Alignment</b></p><ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul><p><b>
Data-Driven Insights &amp; Continuous Improvement</b></p><ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul><p><b>
Required Qualifications:</b></p><ul>
<li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul><p><b>
Preferred Qualifications:
</b></p><ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic 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>

ConnectWealth - Program and Change Management Lead, Vice President

Savvy Wealth

<div><h2 class="jobSectionHeader"><b>About Savvy Wealth:</b></h2><p>
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don&rsquo;t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.</p><p>
Savvy is changing that. We&rsquo;re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.</p><p>
We&rsquo;ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who&rsquo;ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.</p><p>
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We&rsquo;ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!</p><p></p><h2 class="jobSectionHeader"><b>
Build Your Dream Advisory Practice &mdash; Powered by Savvy</b></h2><p>
At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.</p><p></p><p>
As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible.</p><p></p><p><b>
You will:</b></p><ul><li><p>
Build and grow your own firm, powered by Savvy's platform and resources</p></li><li><p>
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools</p></li><li><p>
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management</p></li><li><p>
Prepare and present comprehensive financial plans that cut through complexity for clients</p></li><li><p>
Design, implement, and monitor long-term investment portfolios and asset allocations</p></li><li><p>
Act as a design partner to Savvy's Product team &mdash; your feedback shapes the platform</p></li><li><p>
Help vet and inspire other top advisors to join the Savvy network</p></li></ul><p></p><p><b>
Required experience:</b></p><ul><li><p>
Currently operating as a financial advisor</p></li><li><p>
Series 65 or equivalent with a clean U4</p></li><li><p><b>
Existing, transferrable book of business</b></p></li><li><p>
Proven track record of client acquisition and retention</p></li><li><p>
CFA or CFP certification (preferred)</p></li></ul><p></p><p><b>
The ideal candidate:</b></p><ul><li><p>
Has an entrepreneurial mindset and wants to grow a practice without the typical overhead</p></li><li><p>
Brings 10+ years of investment advisory experience</p></li><li><p>
Has an existing, transferrable book of business</p></li><li><p>
Communicates financial advice with empathy, clarity, and confidence</p></li><li><p>
Is energized by the idea of spending more time with clients and less time on admin</p></li><li><p>
CFA or CFP certification is a plus</p></li></ul><p></p><p><b>
What Savvy brings to the table:</b></p><ul><li><p>
AI-powered software that eliminates manual, non-client-facing work</p></li><li><p>
Dedicated marketing team to accelerate growth</p></li><li><p>
Dedicated operations team to service clients</p></li><li><p>
Seamless back-office workflows built for modern advisory practices</p></li><li><p>
A fully supported, white-glove transition process for your existing book</p></li><li><p>
Industry-leading compensation with equity</p></li><li><p>
Flexibility to keep your own brand name</p></li><li><p>
Remote and hybrid flexibility</p></li><li><p>
A seat at the table &mdash; advisors directly influence Savvy's product roadmap</p></li></ul><p></p><p><b>
Why Savvy?</b></p><p>
We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.</p><p></p><p>
Wealth management is a $545 billion industry still running on spreadsheets. We're changing that &mdash; and we want the best advisors in the business building their future with us!</p><p></p><p>
Compensation Range: $200K - $1M</p><h2 class="jobSectionHeader"><b>
Benefits:</b></h2><ul><li><p>
Competitive salary and equity package</p></li><li><p>
Unlimited PTO + paid company holidays</p></li><li><p>
Access to holistic medical, dental, and vision plans</p></li><li><p>
Company 401(k), Commuter, and HSA/FSA plans</p></li><li><p>
NYC office in the heart of Manhattan</p></li><li><p>
Lunch and snacks provided in the office</p></li><li><p>
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care</p></li><li><p>
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)</p></li></ul><p>
Compensation Range: $200K - $1M</p></div>

Principal Wealth Advisor

Goldman Sachs

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
We are seeking a highly organized and analytical senior lead writer and editorial strategist to support our Wealth Management Content team&rsquo;s mission to bring GS thought leadership to life for our prospects and clients.</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>
As Lead Writer and Head of Editorial Strategy, you will lead a team of writers to create compelling content grounded in thought leadership based on proprietary research or curated from across the firm. You will immerse yourself in our ultra-high net worth, high net worth and B2B audiences and identify the key market, wealth planning, investment strategy and private banking topics that matter most and that support the firm's business objectives. You will partner with subject matter experts, business and marketing leaders, creative and web teams, our editorial advisory board, as well as legal and compliance. The content you create will be aligned to our editorial strategy, leverage AI and will be measured for ongoing optimization.</p>
<p>
This role is based in New York City and will report to the Head of Content. It involves close collaboration with our Head of Content Promotion to ensure content is well promoted across relevant owned, earned and paid channels.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li><b>
Maintain Brand Consistency</b>: Adhere to brand guidelines, tone, voice, and messaging architecture to ensure consistency across all content.</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>
Simplify Complex Topics</b>: Translate complex financial concepts into engaging, accessible content for target audiences.</li><li><b>
Create and Refine Content</b>: Pitch, assign, write, edit, and proofread content for various formats, including digital, video and print with accuracy and clarity.</li><li><b>
Copy writing:</b> Work with our promotions lead to draft provocative copy for multiple channels including social media, newsletter, email, web 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>
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 historical learnings, campaign performance, and business needs to evaluate effectiveness and integrate learnings into editorial strategy. Report out on a regular basis.</li><li><b>
Market intelligence and competitive analysis</b>: Conduct and distribute analysis on a regular basis to understand trends, gaps and optimize editorial strategy.</li></ul>
<p><b>
EXPERIENCE &amp; SKILLS WE&rsquo;RE LOOKING FOR</b></p>
<ul><li>
Bachelor&rsquo;s Degree in Communications, Journalism or English</li><li>
5+ years of experience with financial markets concepts, the investment industry and writing on diverse financial and wealth management topics for global audiences.</li><li>
5+ years of experience in delivering marketing or advertising campaigns as well as creating and overseeing editorial and/or content strategy including editorial calendar management.</li><li>
Excellent time management and self-motivation with the ability to manage multiple complex projects to completion. Strong organizational skills and ability to meet tight deadlines.</li><li>
Exceptional written and verbal communication skills. Proven copy writing, editing, grammar and proofreading skills.</li><li>
Ability to translate complex topics into easily understood copy using multiple voices and styles.</li><li>
Good balance of strategic thinking as well as leadership and execution. Intellectually curious; willing to challenge the status quo.</li><li>
Familiarity and interest in using AI writing and research tools as part of content workflows to gain operating efficiencies and improve brand adherence while maintaining high standards.</li><li>
Experience with writing for or marketing to ultra-high net worth audiences a plus.</li><li>
Experience with the nuances of multi-channel (print, web, email, social, video, audio) content.</li><li>
CMS experience and experience with Adobe dashboards.</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>
Strong interpersonal, matrixed team relationship management skills.</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-$270000. 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
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Marketing
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 115,000 - 270,000</p>

Asset & Wealth Management, Wealth Marketing, Lead Writer and Head of Editorial Strategy, Vice President - New York

<div><div><div><div><div><div><div><p><b>Goldman Sachs Asset &amp; Wealth Management:</b></p>
<p>
A career with Goldman Sachs Asset &amp; Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset &amp; Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As 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.</p>
<p><b>
Our Impact</b></p>
<p>
Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.</p>
<p>
CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.</p>
<p><b>
Description:</b></p>
<p>
This professional will be responsible for working collaboratively to create, implement, and manage an industry leading suite of business development programs for the GSAM Client Solutions Group (CSG) in the Bank, Independent Advisor, Broker-Dealer, RIA, Retirement, Institutional, and International Channels. This position reports to GSAM&rsquo;s CSG Global Head of Business Strategy and represents the opportunity to work closely with CSG external/internal sales professionals/managers and financial professionals in a consultative and collaborative fashion.</p>
<p>
Qualified candidates should have a proven track record of successfully developing and implementing professional development, practice management, and training programs for financial advisors and financial intermediary sales professionals. Candidates must possess strong interpersonal skills, experience delivering engaging educational content, workshops, and presentations, and the ability to concurrently manage multiple initiatives and projects that involve a variety of disciplines. The candidate should be a self-starter and have an entrepreneurial spirit.</p>
<p><b>
Responsibilities:</b></p>
<ul><li>
Work collaboratively with the Business Strategy Team to develop, refine, and manage the suite of practice management programs, team development programs, and sales development programs for financial advisors/professionals and institutional clients. These clients are located in the US, EMEA, &amp; Asia.</li><li>
Coordinate with internal/external CSG sales/service to source new business and coordinate with client-advisors to ensure timely completion of projects and deliverables.</li><li>
Assist in conducting training/coaching programs for select GSAM intermediary clients designed to help them be better practitioners and professionals e.g., grow their business, better serve clients, enhance their skills.</li><li>
U.S. based.</li></ul>
<p><b>
Qualifications:</b></p>
<p>
REQUIRED EXPERIENCE/SKILLS:</p>
<ul><li>
Strong interpersonal and business analysis skills</li><li>
Understanding of business practices materials used by financial advisors and institutions</li><li>
Wealth management industry experience (10-15+ years), particularly working with financial advisors and institutions affiliated with Independent firms, Bank/Trust organizations, RIA, and Broker-Dealer firms.</li><li>
Strong public speaking skills</li><li>
Bachelor's degree</li></ul>
<p>
PREFERRED EXPERIENCE/SKILLS:</p>
<ul><li>
Experience as a financial advisor, or internal/external Sales professional</li><li>
Experience as an Executive Coach</li><li>
Direct coaching experience with financial professionals</li><li>
Industry-recognized designation: CFA, CFP, CIMA, ICF Coach</li></ul>
<p><b>
Characteristics:</b></p>
<ul><li>
Effective communication skills with all levels of firm personnel</li><li>
Self-starter</li><li>
Organized, detail-oriented and meets deadlines</li><li>
Results-oriented</li><li>
Team player</li><li>
Willing to travel (~50%) throughout the United States</li></ul></div></div></div></div></div></div><p></p><div><div><div><div><div><b><br>
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
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Sales Support
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 125,000 - 290,000</p>

Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President

<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>
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 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. The Portfolio Management Group (PMG) is the implementation engine for the Private Bank&rsquo;s discretionary investment business and manages more than $375 billion across more than 500,000 mandates, including individual client accounts, regulated funds (e.g. UCIT&rsquo;s, 40 Act, etc.) and other co-mingled investment vehicles (e.g. 3C7 funds).</p><p>
The Role The PMG model portfolio team is responsible for managing multi- and single-asset class discretionary portfolios. Each of our investment solutions reflects our vast market resources, broad global reach and rigorous risk management process as part of a boutique investment offering within JPMorgan Wealth Management Solutions.</p><p>
The Vice President, Investment Product Specialist will:</p><ul>
<li>Own the design, implementation, and ongoing management of security‑level model portfolios across a complex, diversified account base, accountable for outcomes versus benchmarks and risk parameters.</li>
<li>Lead portfolio construction in partnership with the CIO and PMG Asset Class Specialist teams; translate top‑down views into implementable models, trade lists, and rebalancing frameworks.</li>
<li>Define and govern allocation and performance measurement frameworks; oversee attribution analysis and present drivers of returns and risk to senior forums and governance committees.</li>
<li>Oversee trade monitoring, exceptions, and controls; sign off on releases/changes and ensure timely escalation and remediation where required.</li>
<li>Serve as a senior point of contact to Investors, Portfolio Specialists, and Manager Solutions; clearly articulate the managed platform value proposition and handle complex stakeholder escalations.</li>
<li>Drive audit and compliance readiness; coordinate materials for quarterly board meetings and support regulatory and internal review requests with audit‑ready documentation.</li>
<li>Maintain and enhance the control environment; ensure adherence to internal governance structures and risk management monitoring; lead issue management and sustainable fixes.</li>
<li>Mentor and provide direction to Associates/Analysts; set priorities, review outputs, and foster an inclusive, high‑performance culture.</li>
<li>Partner with Technology and Data teams to enhance tooling and analytics; define requirements for automation, model scalability, and production data quality; lead UAT as needed.</li>
<li>Contribute to platform roadmap and product development; evaluate new models, instruments, and implementation approaches to improve client outcomes and operational resiliency.</li></ul><p>
Qualifications</p><ul>
<li>7+ years of relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics within wealth or asset management; experience with model portfolios strongly preferred.</li>
<li>Proven advanced Excel expertise; strong, demonstrated experience with Python or other scripting languages preferred.</li>
<li>Demonstrated leadership in multi‑stakeholder environments, including running governance routines and influencing senior stakeholders.</li>
<li>Strong understanding of investments with the ability to convert insights into clear executive narratives and recommendations.</li>
<li>3&ndash;5+ years of hands‑on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight.</li>
<li>Post‑graduate degree indicating strong quantitative and technical ability preferred.</li>
<li>Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred.</li>
<li>Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers.</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 Solutions, Investment Product Specialist - VP

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