Strategic Growth Lead, Managed Investments

Aumni; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Senior Associate / Vice President in Commercial Strategy & Growth within Wealth Management Managed Investments to drive strategic initiatives and growth.

You will coordinate across Investments, Product, Technology, and Platform teams, develop dashboards, and partner with senior leadership to deliver new capabilities that improve advisor and client outcomes. This role requires strategic thinking, strong communication, and the ability to influence a matrixed

Qualifications

• 4+ years of experience in wealth management, asset management, financial services, strategy, consulting, business management, or related fields.
• Experience leading complex cross-functional initiatives and influencing stakeholders without direct authority.
• Experience working with Product and Technology teams to define and deliver business capabilities.
• Strong strategic thinking and problem-solving skills with the ability to connect business objectives to execution plans.
• Experience developing executive-level presentations, dashboards, management reporting, and strategic recommendations.
• Ability to synthesize complex information and communicate key insights to senior leadership.
• Strong understanding of investment products, portfolio construction, managed account programs, or wealth management platforms preferred.
• Exceptional written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Intellectual curiosity and passion for innovation, industry trends, and identifying new growth opportunities.
• Proven ability to build strong relationships and work effectively across a highly matrixed organization.

Responsibilities

• Serve as a core member of the Office of Portfolio Construction, helping drive strategic priorities across Investments, Product, Technology, Platform, Quant and Distribution teams.
• Act as the central coordinator across multiple workstreams, ensuring alignment, transparency, and accountability against committed business objectives.
• Partner with Product and Technology teams to define, prioritize, and deliver strategic capabilities that enhance portfolio construction and managed investment solutions.
• Develop and maintain initiative roadmaps, dependencies, milestones, and progress reporting.
• Lead governance processes, steering committees, and decision-making forums to facilitate execution and remove obstacles.
• Prepare executive updates, strategic recommendations, and presentations for senior leadership.
• Identify opportunities to improve operating efficiency, simplify processes, and strengthen organizational effectiveness.

Skills

Cross-functional leadership

Strategic thinking

Executive communication

Presentation skills

Stakeholder management

Influence without authority

Relationship building

Complex problem solving

Executive reporting

Organizational agility

Innovation & insights

Job description

JPMorgan Chase & Co. is seeking a Senior Associate / Vice President in Commercial Strategy & Growth within Wealth Management Managed Investments to drive strategic initiatives and growth.

You will coordinate across Investments, Product, Technology, and Platform teams, develop dashboards, and partner with senior leadership to deliver new capabilities that improve advisor and client outcomes. This role requires strategic thinking, strong communication, and the ability to influence a matrixed