HNW Equity Options Solutions Specialist

J.P. Morgan; New York (NY); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health coverage

Wellness centers on site

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Private Bank seeks an Equity Options Solutions Associate to support advisor coverage for high net worth clients with concentrated equity exposure.

You will translate complex option structures into client-ready narratives, backed by analytics, scenario analysis, and portfolio comparisons. You will collaborate with Wealth Management Advisors, strategists, and trading partners to deliver solutions, pricing guidance, and lifecycle management for U.S.

Qualifications

• 3+ years in equity options trading, structuring, or advisor-facing coverage.
• Experience applying options strategies to concentrated equity positions.
• Familiarity with tools to manage concentrated equity positions (e.g., exchange funds, overlay strategies).
• Strong analytical skills in options modeling, greeks, and scenario analysis.
• Excellent communication skills to explain complex derivative concepts clearly to a range of stakeholders.
• Strong work ethic, professionalism, and ability to manage multiple priorities under pressure.
• Series 7 and 63 required.

Responsibilities

• Provide Advisors with guidance & service in evaluating, structuring, and managing solutions for HNW clients with concentrated equity positions using listed options and approved products.
• Apply risk and portfolio management principles for concentrated exposures, balancing downside protection, upside participation, income, liquidity, and client constraints.
• Develop and deliver analytics and hypothetical strategy comparisons (payoff profiles, scenario analysis, stress tests, greeks) tied to positions.
• Communicate complex concepts in advisor- and client-ready language—verbally and in writing.
• Provide leadership-level support for pricing, execution guidance, trade structuring, and lifecycle management for U.S. equity options.
• Contribute to platform growth through playbooks, training, and templates to improve advisor fluency in concentrated equity risk management.
• Prepare high-quality analysis and client/advisor materials (pitch content, one-pagers, talking points) and improve workflows using Excel/PowerPoint and AI-enabled processes where permitted.
• Collaborate with internal strategists and cross-desk partners to launch campaigns for proactive client engagement.

Skills

Equity options

Portfolio risk management

Options modeling

Scenario analysis

Client communication

Tools

Bloomberg

Excel

PowerPoint

Job description

J.P. Morgan Private Bank seeks an Equity Options Solutions Associate to support advisor coverage for high net worth clients with concentrated equity exposure.

You will translate complex option structures into client-ready narratives, backed by analytics, scenario analysis, and portfolio comparisons. You will collaborate with Wealth Management Advisors, strategists, and trading partners to deliver solutions, pricing guidance, and lifecycle management for U.S.