J.P. Morgan Wealth Management | Supervision Portfolio Oversight Manager | Chicago, IL, Jersey City, NJ , and/or Brooklyn, NY

Turn complex portfolio outcomes into clear, defensible oversight decisions that strengthen client outcomes and supervisory confidence. In this role, you will investigate account-level performance outliers, connect results to investment decisions and market context, and ensure advisor’s explanations are complete and internally consistent. You will collaborate closely with Financial Advisors and senior stakeholders, preparing materials that stand up to governance and audit expectations. Your work will help drive timely escalation, decisions, and closed-loop follow-through.As a Portfolio Oversight Manager in Wealth Management Supervision, you will lead structured reviews of advisory portfolio performance outliers and translate your findings into clear documentation and committee-ready materials. You will work with us to validate advisor-provided rationale, facilitate review discussions, and ensure governance actions are executed through closure. You will help us operate effectively in a regulated wealth management, registered investment advisor, and broker-dealer environment while maintaining an evidence-based, client-focused lens. Job responsibilities Identify and triage advisory performance outliers using dispersion comparisons and key performance driversAnalyze client accounts at the portfolio, position, transaction, and risk/exposure level to link outcomes to decisions and market contextReview, validate, and appropriately challenge advisor dispositions for completeness, internal consistency, and alignment to the investment process and account constraintsSchedule and lead review meetings with Financial Advisors, documenting discussions, outcomes, and next stepsMaintain action items and drive closed-loop follow-up directly with Financial AdvisorsGather and reconcile supporting research across internal systems, portfolio analytics, and market data tools to support defensible conclusionsDraft clear case narratives and prepare committee-ready exhibits and pre-reads for supervisory and governance reviewPrepare and present escalation packages to key stakeholder committees and execute post-committee actions through completionMaintain calendars, minutes/notes, decision logs, action logs, and business-as-usual reporting in an audit-ready mannerLiaise with field leadership and home office partners to progress and close governance outcomesSupport workflow and tooling enhancements, including user acceptance testing, and build subject matter expertise in monitoring controls and operating processesRequired qualifications, capabilities, and skills FINRA Registrations: Series 7, Series 66 (or equivalent)5+ years in portfolio supervision/oversight, surveillance, risk, investment due diligence, or portfolio analytics with a primary focus on exception/outlier reviews.Working knowledge of investment strategies and portfolio construction across equities, fixed income, exchange-traded funds, mutual funds, and optionsDemonstrated ability to analyze portfolio performance at the account, position, transaction, and risk/exposure levelsStrong analytical skills with the ability to navigate multiple systems, reconcile data sources, and develop fact-based conclusionsProven ability to evaluate advisor rationale and supporting documentation against written program guidelines and supervisory standardsAbility to create clear, defensible narratives supported by observable evidence Strong written communication skills, including producing committee-ready documentation and exhibitsStrong verbal communication skills, including leading discussions with Financial Advisors and presenting to governance stakeholdersStrong organizational skills with the ability to manage multiple reviews, competing priorities, and deadlinesProficiency in Microsoft Excel, PowerPoint, and Word and strong ability to maintain audit-ready logs, notes, and reporting with attention to detailPreferred qualifications, capabilities, and skills FINRA Registrations Preferred: Series 9/10, and/or Series 24Experience with advisor-managed or “representative as portfolio manager” programs, including performance dispersion or outlier monitoringExperience preparing and presenting governance materials and driving closed-loop execution of committee decisionsFamiliarity with portfolio analytics and market data tools such as BlackRock Aladdin Wealth, Morningstar Direct, and BloombergExperience contributing to process, workflow, and control enhancementsExperience reviewing advisor-entered “Evidence of Advice” documentation for adherence to advisory program guidelines and supervisory expectationsChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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.Equal Opportunity Employer/Disability/VeteransOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.Full timePosting Date: 2026-09-04