Business Strategy Wealth Management Operations - Vice President
J.P. Morgan
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Step into a high-impact leadership role where you will partner directly with senior leaders, shape strategic initiatives, and promote operational excellence across the organization. As a trusted advisor to the Head of Trusts & Estates and Tax Operations (TETO), you will influence key decisions, collaborate with top leaders, and make a visible difference in the success of the Trusts & Estates and Tax Operations (TETO) organization. As a Vice President of Business Management within the Trusts & Estates and Tax Operations (TETO) team, you play a pivotal role in shaping strategic initiatives and supporting leadership to achieve business goals. You oversee headcount and resource allocation, ensuring operational efficiency and partnering with leaders across finance, business management, and transformation to align strategies and deliver results. You analyze business performance, provide actionable insights to guide decision-making, and prepare comprehensive reports for senior leadership. You foster effective communication across teams and promote a culture of continuous improvement. In this dynamic environment, you will use your leadership, analytical, and communication skills to tackle complex business challenges and make a meaningful impact. Job responsibilities: Plan, monitor, and report on business operations and strategic initiatives to support organizational objectives. Drive and support leadership in achieving business goals for Trusts & Estates and Tax Operations (TETO). Lead and help manage Trusts & Estates and Tax Operations (TETO) headcount, including resource planning and strategy. Partner with Trusts & Estates and Tax Operations (TETO) leaders, finance, business management, and transformation partners to align and drive strategies and initiatives. Analyze business performance and provide actionable insights to inform decision-making. Prepare and present comprehensive reporting, including business reviews, OKRs, and ad hoc requests to senior leadership. Facilitate effective communication across teams. Foster a culture of continuous improvement and operational excellence. Manage confidential information. Required qualifications, capabilities, and skills: Bachelor's degree in Business Administration, Finance, or related field. Ten or more years of experience in business management, strategy, or related roles. Proven leadership and team management skills. Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills. High level of integrity, professionalism, and attention to detail. Ability to partner/collaborate effectively with business and functional stakeholders across the organization. Demonstrated ability to manage complex business challenges in a fast-paced environment by quickly and effectively responding to rapidly changing business needs and urgent requests. Ability to think/act strategically and comfortable working independently. Experience establishing and meeting goals, tracking and driving enhancement opportunities, and presenting progress. Strong proficiency in Microsoft Office Suite. ABOUT US 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/Veterans ABOUT THE TEAM J.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.âaa415a4b-8b21-40fc-a65c-70d2b25ca29a
- ...Vice President of Business ManagementStep into a high-impact leadership... ..., and promote operational excellence across the... ...President of Business Management within the Trusts &... ...transformation to align strategies and deliver results.... ....P. Morgan Asset & Wealth Management delivers...OperationsWork at office
- ...exception-based risk management—partnering closely with... ...Officers, Compliance, Legal, Operations, and senior Risk... ...stakeholders across Wealth Management (Risk, Compliance... ...reviews of options strategies; drive communication... ...partner to supervisory and business leadership—bringing...OperationsTemporary workLocal areaFlexible hours
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Regional Commercial Vice President OpportunityGrowing company... ...client for the Business Unit Vice President Americas... ...the commercial strategy for the region in alignment... ...overall strategic management, direction, and... ...regarding customers, operations, commercial, etc.Work...OperationsLong term contract- ...deeper. Be found.OverviewThe Vice President, Strategy leads a Strategy team... ...collaborators, translating business objectives into innovative... ...leadership, team development, operational excellence, and business... ...Leadership & Account Management Own senior-level client relationships...OperationsTemporary workFreelanceFlexible hours
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...passionate about bettering business and the world through AI,... ...leader to serve as Vice President, Sales Strategy - Agentforce and Data 360... ...competitive positioning.Operational Cadence & Data-Driven Insights... ...equivalent experience within management consulting will be...OperationsFull time- ...marketing transformation and digital business transformation. Through a... ..., mitigating risk and sound operations across new and existing... ...commercial proposals, connecting our strategies and approach to Publicis... ...commercial offers.Oversee and manage a team of varied skillsets...OperationsContract workTemporary workFreelanceFlexible hours
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Job TitleVice President, Finance & People Systems... ...to serve as Vice President, Finance... ...Systems and Strategy — a global leadership... ...strategy, systems operations, data, and... ...architecture and business outcomes), and Innovation... ...governance, risk management, and milestone...OperationsMinimum wageFull timeFlexible hours- ...high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their... ...service of a dedicated wealth management business and the global resources of one of the... ...for overseeing the Advisor's business operations, partnering with leadership, managing...OperationsWork at office
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...SVP of Strategic Partnerships in managing and growing the firm’s private wealth distribution relationships. The Strategic... ...sales, due diligence, legal and operations. Accountabilities/... ...degree required, preferably in a business-related field and advanced business...OperationsFull timeTemporary workWork at officeLocal areaFlexible hours- Business Management optimizes business performance by helping to forward... ...lines of business.As a Vice President within the Business Management... ...new business strategy, strategic initiatives or... ...Partner with the business, Operations and Technology in the definition...OperationsVisa sponsorship
- ...looking for a VP/SVP of Business Operations to bring rigor, speed... ...and pilots to change management and adoption.... ...business operations, strategy, corporate development... ...users across brokerage, wealth, payments, and marketplace... ...to its people and vice versa. Integrity -...OperationsContract workWork at officeWork from home
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...legacy machine, you are shaping strategy, influencing outcomes and... ...platform spans the full business lifecycle and offers middle... ...Performance Improvement (PI), Interim Management (IM), Investment Banking (IB... ...by providing a robust operational backbone across TAS, Valuations...OperationsInterim roleWork at officeRelocation- ...looking for a growth-minded Business Manager to join the Treasury... ...promote innovation, enhance operational efficiency, and support clients... ...evolving payment needs.As a Vice President in the Finance & Business Management... ...pipeline management, strategy development, financial...OperationsVisa sponsorship
- ...Area Vice President Thrivent Financial, a Fortune... ...to execute a strategy and a proven track... ...financial metrics, and operational benchmarks to... ...advice. Manage the market directors... ...advice, solutions and business tools, resources... ...products, asset/wealth management, fee-...OperationsLocal areaRemote work
$130k - $230k
...presence within the intermediary wealth channel by developing... ...offices, model gatekeepers, managed account platforms, CIO offices... ...and execute a regional growth strategy focused on expanding Wilshire... ...and ecosystemsBuild strategic business plans for key accounts focused...Work at officeWorldwideHome office$115k - $190k
Morgan Stanley Wealth Management is seeking a Regional AISpecialist... ...to deliver targeted business campaigns, strengthen... ...to advisor growth strategies, prospecting efforts,... ...aligned to local operating rhythms.Gather field... ...Employment Type:Job Level:Vice PresidentPosted Date:...OperationsTemporary workWork at officeLocal areaHome office$149.52k - $175.9k
.... Helping the customers and businesses we serve to make better and... ...initiatives and partner with PCS Operations teams to deliver innovative,... ...leader will: Define CX strategy for critical customer... ...leader with increasing card management, product management, product...OperationsFull timeTemporary workLocal area$150k - $175k
The Vice President, Advisor Consultant is a key external... ...within Antares’ Wealth Distribution team... ...distribution strategy.... ...investment fundsDirectly manage major markets within... ...marketplaceDevelop territory business plans and act as... ..., product, and operations to align sales...OperationsFull timeTemporary workWork at office$193.5k - $353.25k
...practical, risk-based compliance advice to business stakeholders on regulatory obligations... ...sales activity, customer questions and operations support. The team sits within the Risk... ...Provide executive oversight for Issue Management by guiding business leaders through...OperationsFull timeTemporary workWork experience placementWork at officeFlexible hours2 days per week$100k
...Senior Vice President, Relationship Management Advyzon Investment Management... ...of each client's business, investment philosophy... ...growth objectives, operating model, and evolving... ...levels, engagement strategies, growth objectives,... ...management, wealth management, fintech...OperationsFull timeRemote workFlexible hours$150k - $180k
...Description Job Description Vice President, Business Integration (New Business,... ...aspects of new business strategy, prospecting, relationship... ...agency's new business function, manage the new business... ...development forums. New Business Operations & Process Management...OperationsContract workTemporary workSummer holidayFlexible hours- ...Private Wealth Planner The Private Client experience... ...a pathway to Wealth Management through comprehensive... ...Management. As a Vice President, Private Wealth... ...both simple and complex strategies. You will work... ...with them to develop business opportunities with new...Work at office
- ...Credit Decisioning Vice President Help build a... ...systematic risk across wealth credit products... ...JPMorgan Wealth Management Credit... ...entrepreneurial mindset, operate at the pace of markets... ...Tableau or other business intelligence and... ..., or hedging strategies Professional experience...Work at office
$164.6k - $288k
...has been in continuous operation since 1889. Northern... ....Role SummaryThe Vice President will support investor... ...primary focus on the wealth channel. This role will... ...materialsTranslate complex strategies into clear, advisor-... ...teams, Product management, Operations and fund...OperationsFull timeFlexible hours$125k - $155k
...Senior Associate or Vice President, Wealth Management Adams Street Partners ("Adams... ...in 2025. Employees operate as a single global team,... ...professionals across five strategies: primary investments, secondary... ...Firm's fastest-growing businesses. As the platform...Temporary workWork at officeImmediate startWorldwideHome officeFlexible hours- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is... ...relationship and work with them to develop business opportunities with new and existing... ...‑worth solutions, and retirement strategies Bachelor's degree and Certified...Work at office
- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is... ...relationship and work with them to develop business opportunities with new and existing... ...-worth solutions, and retirement strategies Bachelor's degree and Certified...Work at office
$200k - $225k
...The VP, Head of Policy & Data Operations leads the data, governance,... ...:Policy Data Management: Help oversee client proxy voting... ...Policy, Technology, Product, and Business stakeholders to ensure seamless... ...enablement.Operating Model & Strategy: Define and evolve the operating...OperationsLocal areaRemote work$85k - $240k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...to advise and deliver customized strategies drawn from our deep investment... ...background and experiences to build a business within Goldman SachsEstablish, nurture...- ...Convention Sales to build the group business foundation for one of the most... ...history. Not to inherit it. Not to manage it. To create it, from vision to strategy to pipeline to team, before the... ...They define them.What You Will Own:Operations and ComplianceFull pre-opening...OperationsFull time
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