Wealth Management Solutions. Product Development - Vice President

Job Description

As part of Wealth Management Solutions, the U.S. Funds Product Development team is responsible for the design, development, launch, and ongoing management of proprietary mutual funds within the Six Circles Fund complex. The complex consists of 10 mutual funds designed exclusively for JPMorgan discretionary portfolios managed by the Chief Investment Office (CIO) and sub-advised by leading third-party asset managers. The team oversees the full product lifecycle, including new product development, enhancement of existing offerings, and management of strategic relationships with sub-advisers. Operating within a highly regulated environment governed by the SEC and the Investment Company Act of 1940, the Six Circles platform utilizes more than a dozen sub-advisers and supports more than $150 billion in client assets.

 

Job Responsibilities

• Lead all phases of the product development life-cycle  for new mutual fund launches, including feasibility analysis, investment design, governance approvals, and end-to-end implementation

• Provide thought leadership on investment solutions, product structure, and platform evolution, partnering with the CIO, sub-advisers, and key stakeholders to develop innovative approaches that enhance portfolio construction, improve scalability, and support evolving client and business needs

• Drive the development and implementation of new investment strategies, sub-adviser relationships, and product enhancements across the Six Circles platform

• Partner closely with CIO, the sub-advisers, and internal stakeholders, including Legal, Compliance, Middle Office, and Fund Administration, to support the ongoing management and enhancement of existing products

• Lead strategic initiatives that promote innovation, operational efficiency, and the continued evolution of the complex

• Develop and manage complex cross-functional project plans, coordinating stakeholders to deliver product, regulatory, operational, and governance initiatives

• Manage key relationships with sub-advisers and service providers to support successful product implementation, oversight, and ongoing platform enhancement

 

Required Qualifications, Skills and Capabilities:

• 7+ years of experience in financial services, preferably with experience in product development of 1940 Act investment vehicles (mutual funds, ETFs)

• Strong knowledge of mutual funds and other managed investment products, including their operational, governance, and regulatory frameworks

• Demonstrated experience leading complex, cross-functional initiatives, including product launches, restructurings, operational enhancements, or regulatory change implementation

• Ability to provide thought leadership on investment product design, platform capabilities, and operating models, balancing investment objectives with operational, regulatory, and business considerations

• Exceptional project management and organizational skills, with the ability to manage multiple concurrent priorities, mitigate risks, and deliver results in a fast-paced environment

• Strong communication and presentation skills, including the ability to synthesize complex concepts into clear recommendations and executive-ready materials

• Proven ability to influence outcomes and build consensus across diverse stakeholder groups, including investment professionals, senior management, control functions, and external partners

• Strong analytical and problem-solving skills, with the ability to challenge assumptions, identify risks, and develop practical solutions to complex issues

Collaborative team orientation coupled with strong ownership, attention to detail, and accountability for delivering high-quality results

• Proficiency with core MS Office applications (e.g. Excel and PowerPoint); experience leveraging data analytics, AI tools, or programming languages (e.g., Python) is a plus

• SIE, Series 7, and 63 licenses

 

 

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.​