JPMorgan Wealth Management -Head of Strategic Initiatives & Alternatives (Investments & Advice) - Ex

JPMorgan Wealth Management -Head of Strategic Initiatives & Alternatives (Investments & Advice) - Executive Director

The Head of Strategic Initiatives & Alternatives within JPMorgan Advisors (JPMA) Investments & Advice, will lead the Strategic Initiatives team and be accountable for alternatives business development across JPMA.

The role partners closely with advisors, regional leadership, and cross-line-of-business stakeholders to grow and scale coverage for HNW/UHNW clients.

Responsibilities

Strategic Initiatives Leadership & Coverage


* Define and implement the team's operating model, priorities, and coverage approach


* Deliver high-touch advisor and client engagement on select HNW/UHNW opportunities

Alternatives Business Development (Enterprise Accountability)


* Set and drive the Alternatives growth strategy across JPMA in partnership with product/program stakeholders and field leadership.


* Establish goals, measurement, and execution cadence

Platform Strategy & Evolution


* Identify advisor/field needs and advance strategic additions and enhancements


* Bring forward insights from client engagement and the field to inform platform prioritization


* Governance leadership: Chairs the Investment Council, setting agenda, decision frameworks, and execution follow-through on strategic priorities

Complex & Sensitive Client Engagements


* Provide leadership guidance on special situations, including complex book transfers and sensitive client matters

Recruiting Support


* Partner with JPMA to support recruiting, including articulating investment and alternatives capabilities to advisor prospects

External Presence & Industry Engagement


* Represent JPMA at relevant industry forums


* Participate in public-facing engagements, including completion of media training when required.


* Maintain a strong culture of risk management and compliance, and operate in accordance with firm policies, standards, and supervisory expectations.

Controls & Compliance

Required Qualifications, Skills & Capabilities


* Bachelor's degree and FINRA Series 7


* 12+ years of financial services and leadership in wealth management, investments, product/platform strategy, and/or capital markets


* Demonstrated success building and leading teams and scaling business development/distribution initiatives


* Ability to operate in a matrix environment, chair senior forums, align stakeholders, and drive decisions to execution


* Exceptional executive communication and presentation skills

Preferred Qualifications


* MBA or other advanced degree


* CFA and/or CFP


* Alternatives expertise

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