Wealth Management, Head of US Wealth Management Portfolio Advisory Group - New York, NY

Only for registered members New York, NY , United States

1 month ago

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Job summary

Wealth management head that leads the portfolio advisory group responsible for providing guidance and support on managed solutions to clients and advisors.

Responsibilities

Lead investment solutions for Chase Wealth Management (CWM), prioritize and curate the solutions offering for the CWM client base across all asset classes,
Partner with CWM leadership to drive investment priorities and flows ensuring alignment with business goals,
Present at National Calls and Training sessions delivering clear compelling communications to advisors and stakeholders,

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