Vice President, Wealth Management Solutions

Responsibilities

• Serve as a subject matter expert across listed and OTC derivatives, specifically OTC options, structured derivatives, and option overlays.
• Act as a trusted partner to financial advisors by translating complex derivatives concepts into clear, actionable guidance.
• Provide education, thought leadership, and consultative support to increase advisor confidence and adoption of derivative strategies.
• Develop and execute commercial strategies to drive scalable adoption of OTC derivatives and options solutions.
• Partner with platform, product, and investment teams to embed derivatives expertise into managed solutions.
• Collaborate with risk, legal, compliance, trading, and operations to ensure strategies meet regulatory frameworks.
• Provide feedback for product development, platform enhancements, and governance related to derivatives usage.

Requirements

• 7+ years of experience in derivatives, options, structured products, or capital markets-related roles.
• Strong technical background in options pricing, payoff analysis, risk management, and portfolio construction.
• Experience working directly with advisors, portfolio managers, or client-facing teams in a consultative capacity.
• Demonstrated ability to bridge technical expertise with commercial outcomes.
• Bachelor’s degree required.

Preferred Qualifications

• SIE, Series 7, and Series 66 licenses (must be obtained within 120 days of hire).
• Familiarity with managed accounts, model portfolios, or overlay strategies.

About the Company

J.P. Morgan Wealth Management (USWM) helps investors achieve long-term financial goals through Chase wealth management, J.P. Morgan Advisors, Personal Advisors, and our digital investing platform. With approximately $600 billion in Assets Under Management and 5,000 advisors, we are dedicated to creating lifelong relationships and putting customers at the heart of everything we do.