Head of Behavioral Finance, Executive Director
Req #: 200021811
Location: New York, NY, US
Job Category: Wealth Management
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
The Wealth Planning and Advice group ("WP&A") believes that wealth managed with intent leads to better outcomes for our clients. By listening and focusing on clients first (rather than products), we can better understand their needs, concerns, and goals ---- to determine how products and performance align to enable clients to achieve their desired outcomes. This foundation builds stronger relationships and leads to higher client satisfaction.
Our Behavioral Finance team operates at the fine line between human behavior and financial expertise to identify suitable investment options that are best positioned to help achieve our clients' goals. We work with our clients and Financial Advisors by developing high-impact content, presenting at client events, and leading high-touch engagements. Additionally, our team is aware of and connected to the behavioral finance industry and other subject matter experts in the field.
The Head of the Behavior Finance team will set a strategic vision to deliver a comprehensive, goals-based approach to our clients and our financial advisors. They will be critical partner to our National and Regional Leadership teams, Practice Management, Investments & Advice teams, Client Solutions teams, Wealth Strategists, and Wealth Advisors.
Develops behavioral finance content and thought leadership, with a focus on client planning
Distills complex planning topics and human feelings into straight-forward educational frameworks to help drive client exploration, conversations, and product knowledge
Works closely with market leadership to deliver high-touch engagement and high-reach market events, coordinated with our Financial Advisors
Demonstrates a strong knowledge investment products across equities, fixed income, mutual funds, annuities, as well as trusts and estates, educational needs, and retirement planning
Proven track record of team leadership and delivering on large organizational initiatives
Collaborative, diverse, and inclusive operating model to invite new perspectives and incorporate expertise from all team members
Recruit, develop and manage top talent
Jpmorgan Chase & Co.