Vice President, Wealth Operations & Client Strategy

J.P. Morgan; New York (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

On-site wellness center

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Advisors is seeking a Business Specialist to oversee the operations of a growing advisory book, partnering with leadership and coordinating workflow across the team to drive efficiency.

The role emphasizes client service, regulatory compliance, and growth opportunities, including supervising staff, onboarding new relationships, attending client meetings, and collaborating on portfolio analyses with the Financial Advisor.

Qualifications

• 7 years of experience in Financial Services industry.
• Strong understanding of the needs and sensitivities of clients.
• Ability to work in a team-based environment.
• Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high‑pressure environment.
• Experienced in working on a team with at least two additional Sales Associate.
• Licenses 7 & 66 strongly preferred. Employment contingent on obtaining the necessary licenses within 180 days from start date.
• Bachelor’s degree required.

Responsibilities

• Oversee sales support for JP Morgan Advisors team through coordination and completion of client service-related projects.
• Supervise junior sales support including hiring, training, and performance management.
• Regulate workflow within the group and develop procedures for solving logistical and administrative client concerns.
• Maintain extensive client contact and coverage responsibilities, including being the main point of contact for key client relationships.
• Collaborate with other teams to meet all compliance, regulatory, risk management and due diligence requirements.
• Attend client meetings and complete ad hoc client projects as needed.
• Identify new business opportunities with the Financial Advisor and grow assets from existing clients.
• Stay current on JPMA products and services through product rollouts and research meetings.
• Assist onboarding of new relationships and meet service needs and expectations.

Skills

Financial services experience

Client relationship management

Team-based environment

Multitasking under pressure

Regulatory/compliance awareness

Education

Bachelor's degree

Job description

J.P. Morgan Advisors is seeking a Business Specialist to oversee the operations of a growing advisory book, partnering with leadership and coordinating workflow across the team to drive efficiency.

The role emphasizes client service, regulatory compliance, and growth opportunities, including supervising staff, onboarding new relationships, attending client meetings, and collaborating on portfolio analyses with the Financial Advisor.