Wealth Management Investments Governance - Associate/VP
JPMorgan Chase
Role Overview The Wealth Management Investments Governance team ensures appropriate oversight of Wealth Management (WM)’s investment products, trade practices, and fiduciary obligations. We are seeking a detail-oriented and proactive Associate/VP to support governance processes, committee operations, and strategic initiatives. In this role, you will serve as a key liaison between WM Investments Governance and key business and functional partners, while driving enhancements to oversight frameworks and ensuring seamless execution of committee activities.Job ResponsibilitiesIdentify and support enhancements to investment, trade practice, and fiduciary governance oversight processes and frameworksCoordinate and execute investment, trade practice, and fiduciary governance oversight committee meetings – including agenda development, material collection and review, logistics management, and driving follow-upsPrepare and present high-quality materials to committees and senior stakeholdersProactively identify opportunities to streamline and automate tasks and processesOwn, manage, and support projects (including, creation of new processes and frameworks) and ad-hoc requests requiring quantitative and qualitative analysisHelp drive project execution, and ensure adherence to established frameworks and timelinesBuild and leverage broad expertise of the Wealth Management businessSupport requests from internal audit, controls testing, and external regulatorsManage stakeholder relationships and facilitate information flow between teams to drive alignment and collaboration – including other members of the Investments Governance team and various teams across WM Investment Solutions including Due Diligence, Risk, Compliance, Middle Office, and ControlsMaintain documentation and reporting standards, ensuring compliance with internal policies and regulatory requirementsRequired Qualifications, Capabilities, and SkillsBachelor's degree in Business, Finance, Economics, or related field3-5 years of experience in governance, fiduciary oversight, program management, finance, or business management Agile team player with demonstrated ability to manage multiple priorities concurrently and meet tight deadlines with cross-functional senior stakeholdersProactive, accountable, organized, and detail-orientedEnthusiastic and self-motivated with the ability to work independently and take initiative in a dynamic environment with limited supervisionExcellent written and verbal communication skills, including the ability to prepare and present clear and concise slide decks, meeting materials, minutes, and other documentationPrior experience creating high-quality, executive-level presentations with strong attention to detail and design excellenceAbility to quickly adjust messages based on different audiences and agendasStrong analytical and problem-solving skills – particularly to identify risks, improve processes, and develop innovative solutionsExperience building and maintaining relationships with diverse stakeholder groups and driving collaborative outcomesIntermediate to advanced proficiency in Microsoft Office Suite, particularly PowerPoint and Excel. Data and analytical experience (pivot tables, vlookup, etc.) required. Experience with automation tools (e.g., Python) and data visualization (e.g., Tableau) preferred Knowledge of investment products, investment management, or governance frameworks preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’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. 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. 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/VeteransJ.P. Morgan Asset & 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.Full timePosting Date: 2026-10-01
- Citi Wealth COO Office seeks a Vice President to lead administrative and analytics functions, including audits, business continuity planning, and regulatory oversight, across a global wealth management framework. This role emphasizes cross-functional collaboration with...SuggestedWork at office
$129.84k - $194.76k
...to corporate culture and reputation.Within this framework, the Wealth Communications team specifically focuses on strengthening the reputation... ...judgment, and a clear understanding of global business, wealth management, financial services, artificial intelligence, and the broader...SuggestedFull timeFlexible hoursAfternoon shiftEarly shift$250k
...Executive, WealthCompany: CitiThe Head of Wealth Investment Planning, Business Process... ...deployment (e.g., funding and resources)Run governance processes to ensure delivery against commitments... ...of Wealth products, business management, architecture, network, and regulatory...SuggestedFull timeWork at office- ...entities registered with the SEC—N10° Wealth, an exclusive planning and investment advisory service, and N10° Assets, a creator of wholesale managed investment products. The two firms operate independently, with their own governance, their own fiduciary obligations, and...SuggestedWork at officeLocal areaFlexible hours
- ...Primary Function: The Solutions Investment & Research Team (“IRT”) manages the investment due diligence, governance, operational due diligence, and research analytics and data intelligence efforts for Wealth Management discretionary and advisory assets. The Investment...Suggested
- ...JPMorgan Chase & Co. in New York seeks a senior product leader to evolve the Donor Advised Fund investing experience within Wealth Management Solutions. You will own the DAF product roadmap, translate donor insights into capabilities, and drive end-to-end delivery in...
- ...and inclusion. Using a broad investment product and thought... ...Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market... ...Private Client Investment Associates. You will drive the execution... ...NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR...Flexible hours
- ....P. Morgan Chase in New York is seeking a Private Client Investment Associate to provide client service, support to Private Client Advisors... ...operational marketing and administrative tasks within Wealth Management. The role requires securities licenses (Series 7, SIE if...
$200k - $220k
...The Head of North American Wealth Management Product Sales will lead a team... ...across our Wealth and Investment Management businesses to ensure... ...and ensure sales associates are building and converting... ...grow. We power investing, governance, and communications for our...Contract workLocal area$240k - $260k
...execution-oriented VP, Product– Wealth Digital Assets to lead... ...wealth managers and their clients expect... ...launching regulated investment products for affluent... ...workplace that empowers associates to be authentic and... ...We power investing, governance, and communications...Local area- ...operates across four business segments including Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community... ...the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our...Work at office
$175k - $250k
What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized... ...connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling...Flexible hours- J.P. Morgan Asset Management, a leading global alternatives manager... ...by vast resources and robust governance. We provide customized... ...and residential real estate investments, controlling investment risk... ...VeteransJ.P. Morgan Asset & Wealth Management delivers industry...
- ...Multi-Asset Strategy (DMAS) team manages benchmark-agnostic, actively... ...capital preservation. The investment process combines top-down macro... ...corporate, institutional and government clients under the J.P. Morgan... .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-...
- ...Multi Asset Private Markets Investment Team (MAPM-IT), part of... ...JPMorganChase & Co’s Asset & Wealth Management division, is responsible for... ...Private Markets Investments Associate within GAIS, you will drive... ..., institutional and government clients under the J.P. Morgan...
- ...JPMorgan Chase & Co. seeks a Vice President Product Owner for the Wealth Plan Planning Engine to guide AI-enabled planning work and lead cross-functional delivery. You will own requirements, validate engine outputs, and shape how advisory experiences are improved through...
- As a Quantitative Portfolio Manager, VP, within Wealth Management’s Chief Investment Office (CIO) - Equities team, you will be a senior leader in a growing,... ...thought partner to CIO leadership on process, tooling, governance, and portfolio outcomes....Work at office
$165.4k
VP & Managing Director, Mid-Sized Pharma Join IQVIA and help drive healthcare forward.IQVIA... ...operations, data and technology assets, governance structures, and strategic resourcing models... ...acumen to pricing, margin management, investment decisions, and long-term account...Full timePart timeImmediate startRemote workWorldwide$120k - $210k
State Street Investment Management is building one of the industry’s most ambitious next-generation growth platforms, designed to capture the structural transformation of global wealth distribution. As Vice President, DRDW this role will play a pivotal role in shaping how...Temporary workFlexible hoursShift work$100k - $140k
...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43...Temporary workWork experience placementWorldwide- ...Investor Relations & Fundraising Manager to own global investor... ...outreach, introductory meetings, investment committee presentations, term... ...product teams. Compliance & governance Ensure all investor... ...alternative asset manager, or wealth management firm in a sales or...Work at office
- ...0,000 employees, and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community Banking. JPMorgan Asset & Wealth Management delivers industry...Work at office
- ...Risk Officer for a high-growth, technology-enabled investment platform that provides wealth management professionals and their clients with access to alternative... ...compliance, enterprise and operational risk, governance, controls, and resilience under a single leadership...
$115k - $270k
YOUR IMPACTThe Practice Management Vice President will play a pivotal role in driving the growth... ...our advisor franchises across Private Wealth Management (PWM). By partnering directly... ...in 1869, we are a leading global investment banking, securities and investment management...Full timeTemporary workPart timePrivate practiceWork at office- Goldman Sachs is seeking a Learning Design & Delivery Associate/VP to lead the design, development, and delivery of advisor learning experiences across Private Wealth Management. You will create scalable training content and partner with advisors and leaders to identify...
$160k - $200k
...seeking an experienced Enterprise Business Development leader to join the Relationship Management team in New York, focused on expanding iCapital’s enterprise presence in the US wealth channel. Responsibilities include identifying opportunities, educating clients on...Work at officeRemote work- Alternative asset manager seeking an Associate/VP to evaluate opportunistic and special situations investments across credit, structured products, specialty finance, and equity. Company Information: An alternative asset manager focused on opportunistic and special situations...
- ...Vice President, Investment Product Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors...Work at officeRemote workFlexible hoursNight shift
- ...Job Description The Practice Management and Advisor Development team is responsible for... ...business experience, preferably within wealth management, with a strong understanding... ...credit cards, mortgages, auto financing, investment advice, small business loans and payment...Home office
- The Portfolio Management Group (PMG) is the implementation engine for... ...Bank’s discretionary investment business, providing leverage... ...experience in financial services; wealth management/private banking... ...corporate, institutional and government clients under the J.P. Morgan...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Investments Governance - Associate/VP. Be the first to apply!
- investment advisor New York, NY
- investment operations associate New York, NY
- investment consultant New York, NY
- senior investment advisor New York, NY
- registered investment advisor New York, NY
- vp creative services New York, NY
- vice president data science New York, NY
- vice president global procurement New York, NY
- vice president research and development New York, NY
- vp lending New York, NY




