Wealth Management Solutions, Investment Product Specialist - VP

The role of the Vice President, Investment Product Specialist is to manage a high‑performance model portfolio team that handles multi‑ and single‑asset‑class discretionary portfolios across the Private Bank’s investment solutions. Responsibilities 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. 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. Define and govern allocation and performance measurement frameworks; oversee attribution analysis and present drivers of returns and risk to senior forums and governance committees. Oversee trade monitoring, exceptions, and controls; sign off on releases/changes and ensure timely escalation and remediation where required. 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. Drive audit and compliance readiness; coordinate materials for quarterly board meetings and support regulatory and internal review requests with audit‑ready documentation. Maintain and enhance the control environment; ensure adherence to internal governance structures and risk management monitoring; lead issue management and sustainable fixes. Mentor and provide direction to Associates/Analysts; set priorities, review outputs, and foster an inclusive, high‑performance culture. 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. Contribute to platform roadmap and product development; evaluate new models, instruments, and implementation approaches to improve client outcomes and operational resiliency. Qualifications 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. Proven advanced Excel expertise; strong, demonstrated experience with Python or other scripting languages preferred. Demonstrated leadership in multi‑stakeholder environments, including running governance routines and influencing senior stakeholders. Strong understanding of investments with the ability to convert insights into clear executive narratives and recommendations. 3–5+ years of hands‑on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight. Post‑graduate degree indicating strong quantitative and technical ability preferred. Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred. Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers. Benefits We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. 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 provide a range of benefits and programs to meet employee needs, including 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. Equal Opportunity Statement 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’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr Aumni