Wealth Management, Head of US Wealth Management Portfolio Advisory Group
On-site · New York City, New York, United States
Job Summary
Head of the US Wealth Management Portfolio Advisory Group leading investment solutions for Chase Wealth Management across all asset classes, partnering with CWM leadership to drive priorities and flows, and overseeing a team of three in the U.S. The role involves presenting at national calls and training sessions, driving the rollout of the Unified Managed Account Program, balancing innovation with execution, supporting advisors through platform expansions, collaborating with internal and external partners, and representing the group on councils and committees while promoting learning across topics such as global macroeconomics, capital markets, and tax-efficient investing.
Required Qualifications
- 6+ years of experience in Wealth Management, Investment Solutions, or a related field
- Proven management experience, with a track record of leading and developing high-performing teams
- Strong capital markets expertise and deep understanding of managed solutions, investment products, and portfolio construction
- Demonstrated ability to partner effectively across functions and influence senior stakeholders
- Exceptional communication and presentation skills, with experience presenting to large audiences and senior leadership
- Strong technical skills, with the ability to lead technology and platform change initiatives (ConnectWealth or similar)
- Experience in change management and business transformation
- Series 7 and Series 63 (or ability to obtain within 120 days)
- High standards of service, initiative, and integrity
- Ability to handle confidential information with discretion
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