Global Family Office Strategy - Vice President
Join us as a Vice President in our Global Family Office team, where you will help shape the future of our international Private Bank offering. This is an opportunity to make a meaningful impact by developing new services, driving strategic initiatives, and representing the firm with our most sophisticated clients. You will collaborate with senior leaders and cross-functional teams, delivering innovative solutions and supporting operational excellence. Your work will help us exceed client expectations and expand our global reach.
As a Vice President - Global Family Office Strategy in the Global Family Office team, you will drive the execution of our strategy and support the international expansion of our service offering. You will work closely with senior leaders and advisors, helping to deliver client impact, develop new capabilities, and ensure operational excellence. You will be empowered to engage directly with clients, contribute to process improvements, and help shape the future of our platform.
Job Responsibilities
- Drive the execution and global expansion of Family Office services, partnering with senior leadership to deliver strategic initiatives.
- Optimize the client and advisor experience in accessing and delivering Family Office services.
- Coordinate and track progress of key initiatives, ensuring alignment with business objectives.
- Engage directly with Family Office clients to understand their needs and deliver tailored solutions.
- Serve as a subject matter expert for Family Office capabilities, supporting Private Bank advisors.
- Oversee the development of educational and marketing resources about Family Office services.
- Support advisors and clients with information, resources, and operational assistance.
- Oversee financial and data analysis to inform business decisions and measure performance.
- Prepare and deliver presentations for senior leadership and clients.
- Provide operational and project management support for key business initiatives.
- Facilitate cross-functional collaboration and maintain tracking for team priorities and milestones.
- Support market research and competitive analysis to inform strategy and identify areas for improvement.
- Represent the firm at industry events and client forums to promote our capabilities and thought leadership.
- Contribute to process optimization and drive innovation in service delivery and client experience.
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Required Qualifications, Capabilities and Skills
- Bachelor's degree.
- Minimum 6 years of experience in private banking, family office, wealth management, or related fields.
- Experience supporting strategic initiatives and business management.
- Strong analytical, organizational, and communication skills.
- Proven ability to work collaboratively across functions and geographies.
- Proficiency in Microsoft PowerPoint and Excel.
- Excellent communication skills.
Preferred Qualifications, Capabilities and Skills
- Experience with international markets and cross-border client needs.
- Advanced degree or professional certification in finance, business, or related field.
- Experience in project management or process improvement.
- Familiarity with data analytics tools and reporting platforms.
- Demonstrated ability to drive innovation and change.
- Experience representing organizations at industry events or conferences.
- Multilingual skills or international work experience.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion